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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

201 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$48.8M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 206201 (-5)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
201
Holders Change
-5
Holders Change %
-2.43%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
16
Increased
97
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.88M -$10.4K -400 -0.6%
VNA
77
Valley National Advisers
Pennsylvania
$1.88M -$25.1K -961 -1%
ACS
78
Archford Capital Strategies
Illinois
$1.82M +$104K +3,977 +6%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$1.8M +$77.9K +2,986 +5%
PGAM
80
Princeton Global Asset Management
New Jersey
$1.72M +$297K +11,361 +21%
KFAA
81
Klaas Financial Asset Advisors
Illinois
$1.71M +$151K +5,799 +10%
FCA
82
FinTrust Capital Advisors
South Carolina
$1.71M +$193K +7,399 +13%
Truist Financial
83
Truist Financial
North Carolina
$1.62M +$26.7K +1,023 +2%
MA
84
MCF Advisors
Kentucky
$1.56M +$914 +35 +0.1%
TC
85
Trust Company
Kansas
$1.49M
IWC
86
Integrated Wealth Concepts
Massachusetts
$1.48M -$1.39M -53,325 -48%
CA
87
CGN Advisors
Kansas
$1.45M +$202K +7,734 +16%
AFIMH
88
American Family Insurance Mutual Holding
Wisconsin
$1.3M -$261K -10,000 -17%
NB
89
Northwest Bancshares
Pennsylvania
$1.22M +$272K +10,437 +29%
ECM
90
Exchange Capital Management
Michigan
$1.21M -$42.6K -1,632 -3%
FAIM
91
Financial Advocates Investment Management
Washington
$1.18M +$27.3K +1,046 +2%
JLBC
92
J.L. Bainbridge & Co
Florida
$1.14M -$26.1K -1,000 -2%
AIM
93
Arcadia Investment Management
Michigan
$1.11M +$561K +21,500 +102%
SFO
94
Stokes Family Office
Louisiana
$1.09M
APA
95
American Portfolios Advisors
New York
$1.04M +$71.9K +2,755 +7%
WFA
96
Wells Financial Advisors
Massachusetts
$1.03M
AF
97
Arrow Financial
New York
$1.02M +$148K +5,652 +17%
QCM
98
Quest Capital Management
Texas
$1.01M
BPA
99
Beacon Pointe Advisors
California
$962K -$59.1K -2,265 -6%
PAS
100
Park Avenue Securities
New York
$947K +$948K +36,319 New

IBDO Hedge Fund Activity: Q2 2021 in Review

201 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2021, worth a combined $1.11B — up 4.6% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IBDO and 16 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 97 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $23M. The largest seller was Stifel Financial, cutting an estimated $3.88M.

  • 201 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2021, down from 206 in Q1 2021.
  • Funds reported $1.11B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2021 and 17 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $23M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2021 was Stifel Financial, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2021.