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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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5 hedge funds and large institutions have $2.72M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 287 → 5 (-282)

100% less capital invested

Capital invested by funds: $1.37B → $2.72M (-$1.37B)

100% less funds holding in top 10

Funds holding in top 10: 12 → 0 (-12)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 280

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
-282
Holders Change %
-98.26%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
280
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$148M
2
Morgan Stanley
Morgan Stanley
New York
-$63.1M
3
NA
NewEdge Advisors
Louisiana
-$51.4M
4
LPL Financial
LPL Financial
California
-$41.5M
5
Wells Fargo
Wells Fargo
California
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
51
Journey Advisory Group
Kentucky
– -$7.48M -295,054 Closed
AWS
52
Atria Wealth Solutions
New York
– -$7.32M -288,724 Closed
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$7.31M -288,129 Closed
GRP
54
Global Retirement Partners
California
– -$7.26M -287,195 Closed
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
– -$6.94M -273,525 Closed
FBB
56
Fulton Breakefield Broenniman
Maryland
– -$6.6M -260,403 Closed
RWP
57
Reliant Wealth Planning
Kentucky
– -$6.36M -250,626 Closed
HA
58
Hamel Associates
New Jersey
– -$6.32M -249,213 Closed
HFRG
59
Houlihan Financial Resource Group
Virginia
– -$6.22M -245,032 Closed
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
– -$6.13M -241,731 Closed
PAG
61
Private Advisor Group
New Jersey
– -$6.06M -238,955 Closed
AWM
62
AE Wealth Management
Kansas
– -$6M -236,765 Closed
SCG
63
Sonata Capital Group
Washington
– -$6M -236,677 Closed
WP
64
WealthSource Partners
California
– -$5.93M -233,740 Closed
PPWM
65
PFG Private Wealth Management
Florida
– -$5.91M -233,076 Closed
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
– -$5.84M -230,230 Closed
MAS
67
Madden Advisory Services
Florida
– -$5.63M -222,050 Closed
Baird Financial Group
68
Baird Financial Group
Wisconsin
– -$5.58M -220,142 Closed
KAS
69
Kestra Advisory Services
Texas
– -$5.36M -211,170 Closed
SC
70
Savant Capital
Illinois
– -$5.18M -204,282 Closed
Bank of New York Mellon
71
Bank of New York Mellon
New York
– -$4.54M -179,202 Closed
HH
72
Hilltop Holdings
Texas
– -$4.18M -164,737 Closed
PWM
73
Praetorian Wealth Management
California
– -$3.71M -146,227 Closed
AF
74
Allworth Financial
California
– -$3.64M -143,544 Closed
KNW
75
Kesler Norman & Wride
Utah
– -$3.63M -143,177 Closed
1 2
3
4 5

IBDO Hedge Fund Activity: Q4 2023 in Review

5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2023, worth a combined $2.72M — down 100% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 280 funds closed out of IBDO and 0 opened new positions — a net loss of 280 holders — while 3 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $148M sold.

  • 5 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2023, down from 287 in Q3 2023.
  • Funds reported $2.72M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2023 and 280 closed out, a net change of -280 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.