We are live on ! Find out more
IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Delisted

IBDO was delisted on the 15th of December, 2023.

Back to rankings

112 hedge funds and large institutions have $417M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

126% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 23

19% more capital invested

Capital invested by funds: $351M → $417M (+$65.8M)

18% more funds holding

Funds holding: 95 → 112 (+17)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
112
Holders Change
+17
Holders Change %
+17.89%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
25
Increased
52
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$10.7M
2
Jane Street
Jane Street
New York
+$5.98M
3
LPL Financial
LPL Financial
California
+$4.56M
4
Morgan Stanley
Morgan Stanley
New York
+$3.82M
5
ACA
Aptus Capital Advisors
Alabama
+$3.48M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$20.5M
2
Stifel Financial
Stifel Financial
Missouri
-$5.27M
3
RFO
RiverGlades Family Offices
Florida
-$3.9M
4
AL
Aspiriant LLC
California
-$3.03M
5
NA
NewEdge Advisors
Louisiana
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
51
Exchange Capital Management
Michigan
$1.26M +$94.2K +3,833 +8%
SB
52
Suntrust Banks
Georgia
$1.24M +$620K +25,233 +97%
SAM
53
Security Asset Management
New York
$1.09M – – –
Bank of New York Mellon
54
Bank of New York Mellon
New York
$1.07M +$276K +11,236 +36%
FAIM
55
Financial Advocates Investment Management
Washington
$1.02M -$49.2K -2,002 -5%
Wolverine Trading
56
Wolverine Trading
Illinois
$981K -$2.03M -82,403 -68%
LIM
57
Leavell Investment Management
Alabama
$887K +$476K +19,350 +120%
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$854K +$676K +27,512 +414%
FPS
59
Fieldpoint Private Securities
Connecticut
$840K – – –
HPC
60
HM Payson & Co
Maine
$837K +$822K +33,450 New
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$825K +$520K +21,169 +179%
PCP
62
Proficio Capital Partners
Massachusetts
$778K +$126K +5,105 +20%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$745K +$236K +9,617 +48%
GWA
64
Guidant Wealth Advisors
Illinois
$730K +$234K +9,513 +48%
BHB
65
Bank Hapoalim BM
Israel
$687K – – –
ADL
66
Asset Dedication LLC
California
$615K +$532K +21,649 +695%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$609K +$39.1K +1,592 +7%
FGAM
68
Financial Gravity Asset Management
Texas
$602K +$595K +24,206 New
SWP
69
Stratos Wealth Partners
Ohio
$561K +$552K +22,450 New
ACS
70
Archford Capital Strategies
Illinois
$552K +$137K +5,561 +34%
GPA
71
Guidance Point Advisors
Massachusetts
$535K +$1.82K +74 +0.3%
RWM
72
Ritholtz Wealth Management
New York
$527K +$11.9K +485 +2%
TTWM
73
TCV Trust & Wealth Management
Virginia
$503K +$37.2K +1,515 +8%
BA
74
Boston Advisors
Massachusetts
$474K +$106K +4,320 +30%
FFA
75
Fragasso Financial Advisors
Pennsylvania
$453K +$445K +18,107 New
1 2
3
4 5

IBDO Hedge Fund Activity: Q1 2019 in Review

112 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2019, worth a combined $417M — up 19% from $351M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDO positions and 7 closed out — a net gain of 18 holders — while 52 added to existing stakes and 23 trimmed.

The largest buyer was UBS Group, adding an estimated $10.7M. The largest seller was Capital Advisors Inc, cutting an estimated $20.5M.

  • 112 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2019, up from 95 in Q4 2018.
  • Funds reported $417M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2019, up 19% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2019 and 7 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2019 was UBS Group, an estimated $10.7M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $20.5M sold.

Based on aggregated 13F filings for Q1 2019.