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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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211 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

6% more funds holding

Funds holding: 200 → 211 (+11)

2% more capital invested

Capital invested by funds: $1.19B → $1.22B (+$29.4M)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

Holders
211
Holders Change
+11
Holders Change %
+5.5%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
32
Increased
83
Reduced
59
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFA
Tobias Financial Advisors
Florida
+$21.1M
2
Bank of America
Bank of America
North Carolina
+$7.62M
3
Ameriprise
Ameriprise
Minnesota
+$7.11M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
+$6.34M
5
Morgan Stanley
Morgan Stanley
New York
+$6.02M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$19.4M
2
ACA
Aptus Capital Advisors
Alabama
-$15.4M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$11.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.14M
5
PPWM
PFG Private Wealth Management
Florida
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWANC
76
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.94M +$95.5K +3,700 +5%
VWMG
77
Virginia Wealth Management Group
Virginia
$1.89M +$1.9M +73,550 New
Truist Financial
78
Truist Financial
North Carolina
$1.84M +$72.2K +2,797 +4%
PGAM
79
Princeton Global Asset Management
New Jersey
$1.72M +$1.99K +77 +0.1%
CWA
80
Consilio Wealth Advisors
Washington
$1.69M +$1.69M +65,406 New
CA
81
CGN Advisors
Kansas
$1.64M +$137K +5,325 +9%
TC
82
Trust Company
Kansas
$1.49M +$25.1K +973 +2%
IWC
83
Integrated Wealth Concepts
Massachusetts
$1.45M -$107K -4,128 -7%
FIM
84
Freedom Investment Management
Connecticut
$1.4M -$1.14M -44,348 -45%
COCM
85
Charter Oak Capital Management
New Hampshire
$1.36M -$206 -8 -0%
AFIMH
86
American Family Insurance Mutual Holding
Wisconsin
$1.28M – – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$1.28M +$58.3K +2,260 +5%
ECM
88
Exchange Capital Management
Michigan
$1.21M +$9.86K +382 +0.8%
AIM
89
Arcadia Investment Management
Michigan
$1.2M – – –
AIA
90
Arcadia Investment Advisors
Idaho
$1.19M -$1.48M -57,381 -55%
AMM
91
American Money Management
California
$1.18M -$94.2K -3,650 -7%
NG
92
Northstar Group
New York
$1.16M – – –
APA
93
American Portfolios Advisors
New York
$1.15M -$76.8K -2,975 -6%
JLBC
94
J.L. Bainbridge & Co
Florida
$1.14M +$19.9K +771 +2%
FAIM
95
Financial Advocates Investment Management
Washington
$1.13M -$45.7K -1,772 -4%
QCM
96
Quest Capital Management
Texas
$1.11M – – –
VNA
97
Valley National Advisers
Pennsylvania
$1.1M -$432K -16,731 -28%
CSPAM
98
Cary Street Partners Asset Management
Virginia
$1.08M +$192K +7,448 +21%
SFO
99
Stokes Family Office
Louisiana
$1.08M – – –
CIAS
100
CFS Investment Advisory Services
New Jersey
$1.04M -$36.8K -1,426 -3%
2 3
4
5 6

IBDO Hedge Fund Activity: Q4 2021 in Review

211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2021, worth a combined $1.22B — up 2.5% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDO positions and 18 closed out — a net gain of 14 holders — while 83 added to existing stakes and 59 trimmed.

The largest buyer was Tobias Financial Advisors, opening a new position worth an estimated $21.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $19.4M sold.

  • 211 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2021, up from 200 in Q3 2021.
  • Funds reported $1.22B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2021 and 18 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2021 was Tobias Financial Advisors, an estimated $21.1M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2021.