iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.
414% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 7
284% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 25
20% more capital invested
Capital invested by funds: $806M → $970M (+$164M)
16% more funds holding
Funds holding: 174 → 202 (+28)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$32.2M |
| 2 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$11.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.59M |
| 4 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
+$8.71M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$7.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$1.38M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$937K |
| 3 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$837K |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$592K |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
-$366K |
IBDO Hedge Fund Activity: Q4 2020 in Review
202 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2020, worth a combined $970M — up 20% from $806M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBDO positions and 7 closed out — a net gain of 29 holders — while 96 added to existing stakes and 25 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $32.2M. The largest seller was Fulton Breakefield Broenniman, cutting an estimated $1.38M.
- 202 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2020, up from 174 in Q3 2020.
- Funds reported $970M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2020, up 20% quarter-over-quarter.
- 36 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2020 and 7 closed out, a net change of +29 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $32.2M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2020 was Fulton Breakefield Broenniman, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2020.