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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

165 hedge funds and large institutions have $776M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

16% more capital invested

Capital invested by funds: $667M → $776M (+$109M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 160165 (+5)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
3.38%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
22
Increased
80
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Praetorian Wealth Management
California
$2.67M +$2.62M +101,717 New
GGI
52
Godsey & Gibb Inc
Virginia
$2.59M -$226K -8,755 -8%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.38M +$128K +4,957 +6%
AFIMH
54
American Family Insurance Mutual Holding
Wisconsin
$2.36M
GPA
55
Guidance Point Advisors
Massachusetts
$2.35M +$374K +14,495 +19%
CCM
56
Cribstone Capital Management
Maine
$2.35M +$2.31M +89,486 New
PWS
57
Peloton Wealth Strategists
Indiana
$2.29M +$155K +6,000 +7%
Osaic Holdings
58
Osaic Holdings
Arizona
$2.21M +$155K +6,027 +8%
OMC
59
Old Mission Capital
Illinois
$2.15M +$1.49M +57,670 +239%
SCG
60
Sonata Capital Group
Washington
$2.08M +$384K +14,895 +23%
Truist Financial
61
Truist Financial
North Carolina
$1.9M +$4.33K +168 +0.2%
WI
62
WrapManager Inc
California
$1.89M +$182K +7,044 +11%
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.87M -$36.1K -1,400 -2%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.77M +$410K +15,915 +31%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.67M +$38.9K +1,510 +2%
HPC
66
HM Payson & Co
Maine
$1.66M +$516K +20,000 +46%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M +$1.62M +62,968 New
ADL
68
Asset Dedication LLC
California
$1.49M -$435K -16,877 -23%
MA
69
MCF Advisors
Kentucky
$1.47M -$189K -7,340 -12%
NC
70
NovaPoint Capital
Georgia
$1.43M +$216K +8,363 +18%
ACS
71
Archford Capital Strategies
Illinois
$1.41M +$434K +16,822 +45%
IWC
72
Integrated Wealth Concepts
Massachusetts
$1.41M +$1.38M +53,572 New
Jane Street
73
Jane Street
New York
$1.37M -$4.89M -189,660 -78%
BWA
74
Beam Wealth Advisors
Louisiana
$1.32M +$13.8K +535 +1%
ECM
75
Exchange Capital Management
Michigan
$1.29M -$34.7K -1,347 -3%

IBDO Hedge Fund Activity: Q2 2020 in Review

165 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2020, worth a combined $776M — up 16% from $667M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDO positions and 16 closed out — a net gain of 6 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $17.6M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $22.3M sold.

  • 165 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2020, up from 160 in Q1 2020.
  • Funds reported $776M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2020 and 16 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $17.6M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.