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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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201 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 54

0% more capital invested

Capital invested by funds: $1.22B → $1.22B (+$740K)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

5% less funds holding

Funds holding: 211 → 201 (-10)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
201
Holders Change
-10
Holders Change %
-4.74%
% of All Funds
3.17%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
20
Increased
92
Reduced
54
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$22.1M
2
GA
Gateway Advisory
New Jersey
+$18.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$17M
4
Bank of America
Bank of America
North Carolina
+$14.6M
5
US Bancorp
US Bancorp
Minnesota
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
TFA
Tobias Financial Advisors
Florida
-$20.9M
2
RJA
Raymond James & Associates
Florida
-$11M
3
ACA
Aptus Capital Advisors
Alabama
-$9.11M
4
KAS
Kestra Advisory Services
Texas
-$3.9M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
76
FinTrust Capital Advisors
South Carolina
$1.81M -$257K -10,109 -12%
AF
77
Arrow Financial
New York
$1.81M +$820K +32,203 +82%
PGAM
78
Princeton Global Asset Management
New Jersey
$1.79M +$95.3K +3,746 +6%
CHAM
79
Clear Harbor Asset Management
Connecticut
$1.62M +$878K +34,500 +117%
Truist Financial
80
Truist Financial
North Carolina
$1.54M -$273K -10,713 -15%
RFN
81
Redwood Financial Network
Ohio
$1.53M +$1.54M +60,692 New
TC
82
Trust Company
Kansas
$1.47M +$916 +36 +0.1%
COCM
83
Charter Oak Capital Management
New Hampshire
$1.38M +$45K +1,769 +3%
IWC
84
Integrated Wealth Concepts
Massachusetts
$1.33M -$97.7K -3,839 -7%
NG
85
Northstar Group
New York
$1.31M – – –
MA
86
MCF Advisors
Kentucky
$1.27M +$1.27M +50,067 New
AFIMH
87
American Family Insurance Mutual Holding
Wisconsin
$1.26M – – –
RVPG
88
Relative Value Partners Group
$1.21M +$1.22M +47,775 New
AIM
89
Arcadia Investment Management
Michigan
$1.2M +$25.5K +1,000 +2%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$1.19M -$75.6K -2,969 -6%
BPA
91
Beacon Pointe Advisors
California
$1.18M +$408K +16,050 +53%
ECM
92
Exchange Capital Management
Michigan
$1.17M -$20.1K -789 -2%
SPIA
93
Steward Partners Investment Advisory
New York
$1.17M +$594K +23,341 +102%
AMM
94
American Money Management
California
$1.16M -$1.99K -78 -0.2%
APA
95
American Portfolios Advisors
New York
$1.13M – – –
CSPAM
96
Cary Street Partners Asset Management
Virginia
$1.12M +$57.1K +2,245 +5%
JLBC
97
J.L. Bainbridge & Co
Florida
$1.12M – – –
BWM
98
BerganKDV Wealth Management
Minnesota
$1.09M +$120K +4,700 +12%
VNA
99
Valley National Advisers
Pennsylvania
$1.06M -$24.4K -960 -2%
SFO
100
Stokes Family Office
Louisiana
$1.06M – – –
2 3
4
5 6

IBDO Hedge Fund Activity: Q1 2022 in Review

201 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2022, worth a combined $1.22B — up 0.06% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IBDO and 20 opened new positions — a net loss of 6 holders — while 54 trimmed existing stakes and 92 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $22.1M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $20.9M sold.

  • 201 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2022, down from 211 in Q4 2021.
  • Funds reported $1.22B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2022, up 0.06% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2022 and 26 closed out, a net change of -6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $22.1M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2022.