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.

122 hedge funds and large institutions have $503M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more capital invested

Capital invested by funds: $476M → $503M (+$26.7M)

5% more funds holding

Funds holding: 116122 (+6)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.67%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
17
Increased
64
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
76
Quest Capital Management
Texas
$556K +$99.3K +3,898 +22%
GPA
77
Guidance Point Advisors
Massachusetts
$553K +$2.65K +104 +0.5%
TCCM
78
Timber Creek Capital Management
Massachusetts
$544K -$822K -32,258 -60%
BA
79
Boston Advisors
Massachusetts
$537K +$25.1K +985 +5%
TTWM
80
TCV Trust & Wealth Management
Virginia
$507K -$7.64K -300 -1%
BHB
81
Bank Hapoalim BM
Israel
$490K
CIA
82
Covington Investment Advisors
Pennsylvania
$468K
APP
83
Avantax Planning Partners
Iowa
$432K +$11K +433 +3%
W
84
WealthOne
New York
$421K +$306 +12 +0.1%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$399K +$20.1K +790 +5%
CWS
86
Cypress Wealth Services
California
$392K +$58.7K +2,304 +18%
PAS
87
Park Avenue Securities
New York
$384K +$382K +14,989 New
APA
88
American Portfolios Advisors
New York
$380K +$83.8K +3,290 +29%
FGAM
89
Financial Gravity Asset Management
Texas
$373K -$142K -5,586 -28%
AG
90
Advisor Group
Arizona
$366K -$48K -1,883 -12%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$365K +$363K +14,260 New
BWM
92
BerganKDV Wealth Management
Minnesota
$354K
BPA
93
Beacon Pointe Advisors
California
$343K +$8.71K +342 +3%
DP
94
Dearborn Partners
Illinois
$336K +$133K +5,238 +67%
BII
95
Bainco International Investors
Massachusetts
$310K -$25.5K -1,000 -8%
MML Investors Services
96
MML Investors Services
Massachusetts
$296K -$95.2K -3,737 -24%
SMC
97
Smith, Moore & Co
Missouri
$284K -$19.1K -750 -6%
WGCA
98
Wolf Group Capital Advisors
Virginia
$276K
EIA
99
Eldridge Investment Advisors
New Hampshire
$263K +$263K +10,318 New
RJT
100
Raymond James Trust
Florida
$258K

IBDO Hedge Fund Activity: Q3 2019 in Review

122 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2019, worth a combined $503M — up 5.6% from $476M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDO positions and 11 closed out — a net gain of 6 holders — while 64 added to existing stakes and 24 trimmed.

The largest buyer was Guidant Wealth Advisors, adding an estimated $7.25M. The largest seller was Jane Street, exiting entirely with an estimated $18M sold.

  • 122 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2019, up from 116 in Q2 2019.
  • Funds reported $503M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2019, up 5.6% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2019 and 11 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2019 was Guidant Wealth Advisors, an estimated $7.25M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2019 was Jane Street, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2019.