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IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Delisted

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

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116 hedge funds and large institutions have $476M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 15

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

14% more capital invested

Capital invested by funds: $417M → $476M (+$59.2M)

4% more funds holding

Funds holding: 112 → 116 (+4)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
18
Increased
68
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$21.9M
2
Jane Street
Jane Street
New York
+$11.6M
3
Morgan Stanley
Morgan Stanley
New York
+$5.45M
4
UBS Group
UBS Group
Switzerland
+$5.08M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.06M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$6.22M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$2.27M
3
VCM
Vivaldi Capital Management
Illinois
-$1.74M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.73M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
51
Exchange Capital Management
Michigan
$1.39M +$105K +4,192 +8%
TCCM
52
Timber Creek Capital Management
Massachusetts
$1.36M -$36.8K -1,469 -3%
VCM
53
Vivaldi Capital Management
Illinois
$1.36M -$1.74M -69,639 -57%
SB
54
Suntrust Banks
Georgia
$1.29M +$60.4K +2,410 +5%
CIM
55
Confluence Investment Management
Missouri
$1.22M -$734K -29,321 -38%
FFA
56
Fragasso Financial Advisors
Pennsylvania
$1.14M +$671K +26,794 +148%
CA
57
Cetera Advisors
Colorado
$1.13M – – –
SAM
58
Security Asset Management
New York
$1.11M – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$346K +13,810 +46%
HPC
60
HM Payson & Co
Maine
$1.1M +$251K +10,000 +30%
FAIM
61
Financial Advocates Investment Management
Washington
$1.05M +$10.9K +436 +1%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.04M +$166K +6,607 +19%
PWS
63
Peloton Wealth Strategists
Indiana
$953K +$526K +21,000 +127%
ADL
64
Asset Dedication LLC
California
$878K +$252K +10,059 +41%
FPS
65
Fieldpoint Private Securities
Connecticut
$854K – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$854K +$232K +9,255 +38%
B
67
Bellecapital
Switzerland
$774K +$763K +30,479 New
GWA
68
Guidant Wealth Advisors
Illinois
$742K – – –
BHB
69
Bank Hapoalim BM
Israel
$681K – – –
PCP
70
Proficio Capital Partners
Massachusetts
$667K -$122K -4,865 -16%
ACS
71
Archford Capital Strategies
Illinois
$664K +$102K +4,058 +18%
RWM
72
Ritholtz Wealth Management
New York
$637K +$100K +4,000 +19%
RCAG
73
Rehmann Capital Advisory Group
Michigan
$583K +$174K +6,939 +43%
GPA
74
Guidance Point Advisors
Massachusetts
$546K +$2.65K +106 +0.5%
SCG
75
Sonata Capital Group
Washington
$542K +$535K +21,343 New
1 2
3
4 5

IBDO Hedge Fund Activity: Q2 2019 in Review

116 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2019, worth a combined $476M — up 14% from $417M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDO positions and 10 closed out — a net gain of 8 holders — while 68 added to existing stakes and 15 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $21.9M. The largest seller was Stifel Financial, cutting an estimated $6.22M.

  • 116 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2019, up from 112 in Q1 2019.
  • Funds reported $476M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2019 and 10 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $21.9M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $6.22M sold.

Based on aggregated 13F filings for Q2 2019.