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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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165 hedge funds and large institutions have $776M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

16% more capital invested

Capital invested by funds: $667M → $776M (+$109M)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

3% more funds holding

Funds holding: 160 → 165 (+5)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
3.38%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
22
Increased
80
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$17.6M
2
Wells Fargo
Wells Fargo
California
+$10.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$10.2M
4
AWM
Argent Wealth Management
Massachusetts
+$5.59M
5
US Bancorp
US Bancorp
Minnesota
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
-$22.3M
2
HighTower Advisors
HighTower Advisors
Illinois
-$11.4M
3
Jane Street
Jane Street
New York
-$4.89M
4
UBS Group
UBS Group
Switzerland
-$4.46M
5
LF
LifeSteps Financial
California
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$1.28M +$27.5K +1,067 +2%
BPA
77
Beacon Pointe Advisors
California
$1.21M +$235K +9,099 +24%
SFO
78
Stokes Family Office
Louisiana
$1.18M – – –
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$1.15M +$284K +11,012 +33%
B
80
Bellecapital
Switzerland
$1.11M – – –
Bank of New York Mellon
81
Bank of New York Mellon
New York
$1.1M +$102K +3,939 +10%
RCAG
82
Rehmann Capital Advisory Group
Michigan
$942K -$102K -3,955 -10%
CA
83
Cetera Advisors
Colorado
$911K +$895K +34,718 New
CIM
84
Confluence Investment Management
Missouri
$886K +$10.6K +411 +1%
FPS
85
Fieldpoint Private Securities
Connecticut
$881K – – –
JLBC
86
J.L. Bainbridge & Co
Florida
$848K +$375K +14,550 +82%
APA
87
American Portfolios Advisors
New York
$795K +$74.1K +2,875 +10%
FCA
88
FinTrust Capital Advisors
South Carolina
$773K +$420K +16,302 +124%
VCM
89
Vivaldi Capital Management
Illinois
$755K -$28.2K -1,094 -4%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$712K -$316K -12,254 -31%
MG
91
Mather Group
Illinois
$651K +$640K +24,832 New
NB
92
Northwest Bancshares
Pennsylvania
$644K +$633K +24,550 New
QCM
93
Quest Capital Management
Texas
$620K – – –
NG
94
Northstar Group
New York
$577K – – –
KCM
95
Kathmere Capital Management
Pennsylvania
$563K +$1.52K +59 +0.3%
MA
96
MONECO Advisors
Connecticut
$558K +$51.8K +2,008 +10%
RFC
97
Regions Financial Corp
Alabama
$553K +$150K +5,820 +38%
PGAM
98
Princeton Global Asset Management
New Jersey
$542K -$737K -28,591 -58%
BWM
99
BerganKDV Wealth Management
Minnesota
$523K – – –
ABC
100
Associated Banc-Corp
Wisconsin
$492K +$483K +18,745 New
2 3
4
5 6

IBDO Hedge Fund Activity: Q2 2020 in Review

165 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2020, worth a combined $776M — up 16% from $667M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDO positions and 16 closed out — a net gain of 6 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $17.6M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $22.3M sold.

  • 165 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2020, up from 160 in Q1 2020.
  • Funds reported $776M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2020 and 16 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $17.6M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.