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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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200 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 44

7% more capital invested

Capital invested by funds: $1.11B → $1.19B (+$78.6M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 201 → 200 (-1)

Holders
200
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
95
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$47.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$19.5M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$7.32M
5
Bank of America
Bank of America
North Carolina
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$11.4M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$4.31M
3
Barclays
Barclays
United Kingdom
-$3.55M
4
AIA
Arcadia Investment Advisors
Idaho
-$3.47M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$1.92M +$125K +4,786 +7%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.87M – – –
Truist Financial
78
Truist Financial
North Carolina
$1.79M +$177K +6,810 +11%
PGAM
79
Princeton Global Asset Management
New Jersey
$1.74M +$29.1K +1,117 +2%
IWC
80
Integrated Wealth Concepts
Massachusetts
$1.58M +$107K +4,098 +7%
MA
81
MCF Advisors
Kentucky
$1.56M +$859 +33 +0.1%
VNA
82
Valley National Advisers
Pennsylvania
$1.55M -$317K -12,191 -17%
CA
83
CGN Advisors
Kansas
$1.52M +$79.4K +3,051 +5%
TC
84
Trust Company
Kansas
$1.49M – – –
Jane Street
85
Jane Street
New York
$1.45M +$1.45M +55,870 New
COCM
86
Charter Oak Capital Management
New Hampshire
$1.38M +$487K +18,736 +55%
AFIMH
87
American Family Insurance Mutual Holding
Wisconsin
$1.3M – – –
AMM
88
American Money Management
California
$1.29M +$1.29M +49,659 New
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$1.24M +$313K +12,020 +34%
APA
90
American Portfolios Advisors
New York
$1.24M +$200K +7,680 +19%
ECM
91
Exchange Capital Management
Michigan
$1.21M +$4.29K +165 +0.4%
AIM
92
Arcadia Investment Management
Michigan
$1.21M +$104K +4,000 +9%
FAIM
93
Financial Advocates Investment Management
Washington
$1.19M +$11.3K +433 +1%
NB
94
Northwest Bancshares
Pennsylvania
$1.17M -$47.9K -1,840 -4%
JLBC
95
J.L. Bainbridge & Co
Florida
$1.14M – – –
QCM
96
Quest Capital Management
Texas
$1.13M +$120K +4,615 +12%
CIAS
97
CFS Investment Advisory Services
New Jersey
$1.1M +$1.1M +42,251 New
SFO
98
Stokes Family Office
Louisiana
$1.09M – – –
KFAA
99
Klaas Financial Asset Advisors
Illinois
$1.05M -$653K -25,090 -38%
AF
100
Arrow Financial
New York
$1.05M +$27.8K +1,070 +3%
2 3
4
5 6

IBDO Hedge Fund Activity: Q3 2021 in Review

200 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2021, worth a combined $1.19B — up 7.1% from $1.11B a quarter earlier.

Fund positioning in IBDO was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 95 added to existing stakes and 44 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $47.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $11.4M sold.

  • 200 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2021, down from 201 in Q2 2021.
  • Funds reported $1.19B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2021 was Aptus Capital Advisors, an estimated $47.9M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2021 was Citadel Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.