iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
71 hedge funds and large institutions have $287M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 6 reducing their positions, and 3 closing their positions.
583% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 6
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more capital invested
Capital invested by funds: $253M → $287M (+$33.3M)
13% more funds holding
Funds holding: 63 → 71 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.7M |
| 2 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$7.22M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.61M |
| 4 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$1.94M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$596K |
| 2 |
FA
FDx Advisors
Chicago,
Illinois
|
-$529K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$480K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$276K |
| 5 |
MA
MCF Advisors
Covington,
Kentucky
|
-$238K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
76
FDx Advisors
Chicago,
Illinois
| – | -$529K | -21,610 | Closed |
|
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$480K | -19,618 | Closed |
|
78
M&T Bank
Buffalo,
New York
| – | -$213K | -8,717 | Closed |
|
IBDO Hedge Fund Activity: Q2 2018 in Review
71 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2018, worth a combined $287M — up 13% from $253M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBDO positions and 3 closed out — a net gain of 9 holders — while 41 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.7M. The largest seller was Capital Advisors Inc, cutting an estimated $596K.
- 71 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2018, up from 63 in Q1 2018.
- Funds reported $287M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2018, up 13% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2018 and 3 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2018 was Morgan Stanley, an estimated $10.7M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2018 was Capital Advisors Inc, an estimated $596K sold.
Based on aggregated 13F filings for Q2 2018.