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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

201 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$48.8M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 206201 (-5)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
201
Holders Change
-5
Holders Change %
-2.43%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
16
Increased
97
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
51
Ritholtz Wealth Management
New York
$4.58M +$44.8K +1,715 +1%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$4.52M +$746K +28,567 +20%
PWS
53
Peloton Wealth Strategists
Indiana
$4.44M +$483K +18,500 +12%
KNW
54
Kesler Norman & Wride
Utah
$4.29M +$35.9K +1,374 +0.8%
CCM
55
Cribstone Capital Management
Maine
$3.96M +$154K +5,901 +4%
PWM
56
Praetorian Wealth Management
California
$3.8M +$286K +10,963 +8%
AA
57
AlphaMark Advisors
Kentucky
$3.59M +$111K +4,251 +3%
Barclays
58
Barclays
United Kingdom
$3.56M +$3.49M +133,532 +4,372%
SWMG
59
Signature Wealth Management Group
Georgia
$3.23M -$20.4K -782 -0.6%
BRG
60
Bay Rivers Group
Virginia
$3.15M +$1.41M +53,899 +81%
Osaic Holdings
61
Osaic Holdings
Arizona
$3.09M +$288K +11,030 +10%
HPC
62
HM Payson & Co
Maine
$3.09M
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$3.02M +$3.02M +115,748 New
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.92M +$135K +5,182 +5%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$2.92M +$324K +12,414 +12%
MMHP
66
Murphy Middleton Hinkle & Parker
Georgia
$2.73M -$19.8K -758 -0.7%
MCCP
67
Mission Creek Capital Partners
California
$2.73M +$225K +8,613 +9%
CP
68
Camelot Portfolios
Ohio
$2.63M -$2.41M -92,500 -48%
B
69
Bellecapital
Switzerland
$2.63M -$171K -6,560 -6%
FFIC
70
First Fiduciary Investment Counsel
Ohio
$2.55M -$2.32M -88,835 -48%
FIM
71
Freedom Investment Management
Connecticut
$2.5M +$82.3K +3,152 +3%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$2.33M -$11.4K -438 -0.5%
GPA
73
Guidance Point Advisors
Massachusetts
$2.17M +$8.01K +307 +0.4%
WI
74
WrapManager Inc
California
$1.98M -$28.9K -1,108 -1%
ABC
75
Associated Banc-Corp
Wisconsin
$1.97M +$1.97M +75,535 New

IBDO Hedge Fund Activity: Q2 2021 in Review

201 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2021, worth a combined $1.11B — up 4.6% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IBDO and 16 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 97 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $23M. The largest seller was Stifel Financial, cutting an estimated $3.88M.

  • 201 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2021, down from 206 in Q1 2021.
  • Funds reported $1.11B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2021 and 17 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $23M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2021 was Stifel Financial, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2021.