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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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95 hedge funds and large institutions have $351M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

16% more funds holding

Funds holding: 82 → 95 (+13)

12% more capital invested

Capital invested by funds: $315M → $351M (+$36.3M)

Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
2.12%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
25
Increased
39
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$11.6M
2
SIC
Sigma Investment Counselors
Michigan
+$5.72M
3
RFO
RiverGlades Family Offices
Florida
+$3.89M
4
VCM
Vivaldi Capital Management
Illinois
+$3.13M
5
CAI
Capital Advisors Inc
Oklahoma
+$2.52M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.74M
2
UCFA
United Capital Financial Advisors
Texas
-$2.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.49M
4
Mariner
Mariner
Kansas
-$1.18M
5
Bank of America
Bank of America
North Carolina
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
76
Gradient Investments
Minnesota
$236K +$224K +9,297 +2,066%
SWM
77
Segment Wealth Management
Texas
$235K – – –
BWM
78
BerganKDV Wealth Management
Minnesota
$226K +$19.3K +800 +9%
TWA
79
Tillar-Wenstrup Advisors
Ohio
$201K -$161K -6,685 -45%
APA
80
American Portfolios Advisors
New York
$178K +$68.1K +2,825 +63%
FFIC
81
First Fiduciary Investment Counsel
Ohio
$172K +$172K +7,120 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$163K +$40.1K +1,665 +33%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$161K +$6.24K +259 +4%
BOPW
84
Brandywine Oak Private Wealth
Pennsylvania
$100K +$100K +4,154 New
TC
85
Trust Company
Kansas
$85K +$84.3K +3,497 New
ADL
86
Asset Dedication LLC
California
$74K +$75K +3,114 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$67K -$69.7K -2,893 -51%
PA
88
Parallel Advisors
California
$63K – – –
FGC
89
Financial Gravity Companies
Texas
$58K +$57K +2,367 New
AG
90
Advisor Group
Arizona
$49K +$31.9K +1,324 +191%
IA
91
IFP Advisors
Florida
$48K -$50.1K -2,081 -51%
PB
92
Pinnacle Bancorp
Nebraska
$47K +$47K +1,950 New
CFGS
93
Concourse Financial Group Securities
Alabama
$30K +$30.5K +1,264 New
LNB
94
Ledyard National Bank
$25K – – –
NFG
95
Next Financial Group
Texas
$24K +$24.1K +1,000 New
JHCP
96
Jackson Hole Capital Partners
Oklahoma
$11K +$10.6K +440 New
WAM
97
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
Citigroup
98
Citigroup
New York
$7K – – –
NA
99
NewEdge Advisors
Louisiana
$5.41K +$198K +8,208 +4%
AIC
100
Ameritas Investment Company
Nebraska
$5K +$4.94K +205 New
1 2 3
4
5

IBDO Hedge Fund Activity: Q4 2018 in Review

95 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2018, worth a combined $351M — up 12% from $315M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDO positions and 11 closed out — a net gain of 14 holders — while 39 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $11.6M. The largest seller was Morgan Stanley, cutting an estimated $4.74M.

  • 95 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2018, up from 82 in Q3 2018.
  • Funds reported $351M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2018, up 12% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2018 and 11 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2018 was Wells Fargo, an estimated $11.6M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2018 was Morgan Stanley, an estimated $4.74M sold.

Based on aggregated 13F filings for Q4 2018.