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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

116 hedge funds and large institutions have $476M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 15

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $417M → $476M (+$59.2M)

4% more funds holding

Funds holding: 112116 (+4)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
18
Increased
68
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
76
Financial Gravity Asset Management
Texas
$512K -$101K -4,050 -17%
TTWM
77
TCV Trust & Wealth Management
Virginia
$510K -$626 -25 -0.1%
BA
78
Boston Advisors
Massachusetts
$508K +$25.8K +1,029 +5%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$481K +$156K +6,238 +49%
CIA
80
Covington Investment Advisors
Pennsylvania
$464K +$14K +560 +3%
QCM
81
Quest Capital Management
Texas
$453K
W
82
WealthOne
New York
$417K +$411K +16,418 New
APP
83
Avantax Planning Partners
Iowa
$415K
AG
84
Advisor Group
Arizona
$411K +$181K +7,234 +81%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$394K +$141K +5,612 +57%
MML Investors Services
86
MML Investors Services
Massachusetts
$389K -$1.73M -69,202 -82%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$376K +$141K +5,610 +61%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$370K +$38.1K +1,520 +12%
BWM
89
BerganKDV Wealth Management
Minnesota
$351K +$86.5K +3,454 +33%
BII
90
Bainco International Investors
Massachusetts
$333K +$18.5K +740 +6%
BPA
91
Beacon Pointe Advisors
California
$333K +$326K +13,020 New
CWS
92
Cypress Wealth Services
California
$331K +$15.2K +607 +5%
WGCA
93
Wolf Group Capital Advisors
Virginia
$312K
SMC
94
Smith, Moore & Co
Missouri
$301K +$48.5K +1,937 +20%
FFIC
95
First Fiduciary Investment Counsel
Ohio
$297K +$109K +4,370 +60%
APA
96
American Portfolios Advisors
New York
$293K +$96.9K +3,870 +50%
RJT
97
Raymond James Trust
Florida
$256K +$253K +10,090 New
FMWA
98
Forvis Mazars Wealth Advisors
Missouri
$255K
Wolverine Trading
99
Wolverine Trading
Illinois
$254K -$732K -29,226 -75%
RBC
100
Roble Belko & Company
Pennsylvania
$252K

IBDO Hedge Fund Activity: Q2 2019 in Review

116 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2019, worth a combined $476M — up 14% from $417M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDO positions and 10 closed out — a net gain of 8 holders — while 68 added to existing stakes and 15 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $21.9M. The largest seller was Stifel Financial, cutting an estimated $6.22M.

  • 116 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2019, up from 112 in Q1 2019.
  • Funds reported $476M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2019 and 10 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $21.9M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $6.22M sold.

Based on aggregated 13F filings for Q2 2019.