We are live on ! Find out more
IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

200 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 44

7% more capital invested

Capital invested by funds: $1.11B → $1.19B (+$78.6M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 201200 (-1)

Holders
200
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
18
Increased
95
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KNW
51
Kesler Norman & Wride
Utah
$4.32M +$41.5K +1,595 +1%
PWS
52
Peloton Wealth Strategists
Indiana
$4.29M -$130K -5,000 -3%
CCM
53
Cribstone Capital Management
Maine
$4.22M +$271K +10,422 +7%
PWM
54
Praetorian Wealth Management
California
$3.92M +$126K +4,856 +3%
AA
55
AlphaMark Advisors
Kentucky
$3.53M -$46.7K -1,796 -1%
SWMG
56
Signature Wealth Management Group
Georgia
$3.23M +$2.76K +106 +0.1%
BRG
57
Bay Rivers Group
Virginia
$3.17M +$34.8K +1,336 +1%
HPC
58
HM Payson & Co
Maine
$3.08M
CCWA
59
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.81M -$102K -3,910 -3%
AIA
60
Arcadia Investment Advisors
Idaho
$2.69M -$3.47M -133,264 -56%
MMHP
61
Murphy Middleton Hinkle & Parker
Georgia
$2.69M -$37K -1,423 -1%
MAS
62
Madden Advisory Services
Florida
$2.64M +$1.88M +72,452 +249%
MCCP
63
Mission Creek Capital Partners
California
$2.62M -$97.6K -3,750 -4%
B
64
Bellecapital
Switzerland
$2.61M -$16.3K -628 -0.6%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$2.6M -$310K -11,920 -11%
Osaic Holdings
66
Osaic Holdings
Arizona
$2.59M -$493K -18,940 -16%
FIM
67
Freedom Investment Management
Connecticut
$2.57M +$76K +2,922 +3%
FFIC
68
First Fiduciary Investment Counsel
Ohio
$2.52M -$21.1K -810 -0.8%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$41.5K +1,597 +2%
GPA
70
Guidance Point Advisors
Massachusetts
$2.19M +$32.7K +1,255 +2%
FCA
71
FinTrust Capital Advisors
South Carolina
$2.14M +$432K +16,592 +25%
CP
72
Camelot Portfolios
Ohio
$2.04M -$587K -22,547 -22%
ABC
73
Associated Banc-Corp
Wisconsin
$1.97M +$7.49K +288 +0.4%
ACS
74
Archford Capital Strategies
Illinois
$1.96M +$144K +5,531 +8%
WI
75
WrapManager Inc
California
$1.93M -$46K -1,767 -2%

IBDO Hedge Fund Activity: Q3 2021 in Review

200 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2021, worth a combined $1.19B — up 7.1% from $1.11B a quarter earlier.

Fund positioning in IBDO was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 95 added to existing stakes and 44 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $47.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $11.4M sold.

  • 200 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2021, down from 201 in Q2 2021.
  • Funds reported $1.19B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2021 was Aptus Capital Advisors, an estimated $47.9M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2021 was Citadel Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.