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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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246 hedge funds and large institutions have $1.38B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 11

67% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 64

50% more funds holding in top 10

Funds holding in top 10: 14 → 21 (+7)

15% more capital invested

Capital invested by funds: $1.19B → $1.38B (+$182M)

7% more funds holding

Funds holding: 229 → 246 (+17)

Holders
246
Holders Change
+17
Holders Change %
+7.42%
% of All Funds
4.24%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
30
Increased
107
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$31M
2
Wells Fargo
Wells Fargo
California
+$26.4M
3
CIAS
CFS Investment Advisory Services
New Jersey
+$25.3M
4
NA
NewEdge Advisors
Louisiana
+$22.5M
5
Bank of America
Bank of America
North Carolina
+$19.3M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$18.2M
2
GA
Gateway Advisory
New Jersey
-$16.9M
3
Morgan Stanley
Morgan Stanley
New York
-$8.34M
4
ACIM
Azimuth Capital Investment Management
Michigan
-$4.54M
5
LC
Legacy CG
Texas
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$3.04M +$1.5M +59,759 +97%
RWM
77
Ritholtz Wealth Management
New York
$2.91M -$7.02K -280 -0.2%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.91M +$77.9K +3,110 +3%
BRG
79
Bay Rivers Group
Virginia
$2.88M -$73.3K -2,926 -2%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$2.62M +$1.17M +46,520 +79%
ACS
81
Archford Capital Strategies
Illinois
$2.57M +$494K +19,699 +24%
MMHP
82
Murphy Middleton Hinkle & Parker
Georgia
$2.54M -$13.8K -549 -0.5%
ABC
83
Associated Banc-Corp
Wisconsin
$2.48M +$152K +6,065 +6%
AA
84
Alesco Advisors
New York
$2.47M – – –
TF
85
Tompkins Financial
New York
$2.47M – – –
AI
86
Atria Investments
North Carolina
$2.35M – – –
VWMG
87
Virginia Wealth Management Group
Virginia
$2.32M +$380K +15,180 +19%
FCA
88
FinTrust Capital Advisors
South Carolina
$2.32M -$24.1K -960 -1%
RFC
89
Regions Financial Corp
Alabama
$2.31M -$163K -6,489 -7%
Bank of New York Mellon
90
Bank of New York Mellon
New York
$2.27M +$5.96K +238 +0.3%
MCCP
91
Mission Creek Capital Partners
California
$2.19M – – –
B
92
Bellecapital
Switzerland
$2.12M -$196K -7,837 -8%
CHAM
93
Clear Harbor Asset Management
Connecticut
$2.06M – – –
WI
94
WrapManager Inc
California
$2.04M +$154K +6,158 +8%
NG
95
Northstar Group
New York
$2.02M – – –
Creative Planning
96
Creative Planning
Kansas
$2.02M +$1.03M +41,217 +104%
OMC
97
Old Mission Capital
Illinois
$2M +$1.55M +61,837 +334%
GPA
98
Guidance Point Advisors
Massachusetts
$1.98M -$519K -20,693 -21%
PGAM
99
Princeton Global Asset Management
New Jersey
$1.88M +$1.28K +51 +0.1%
Truist Financial
100
Truist Financial
North Carolina
$1.56M +$66.4K +2,649 +4%
2 3
4
5 6

IBDO Hedge Fund Activity: Q3 2022 in Review

246 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2022, worth a combined $1.38B — up 15% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBDO positions and 11 closed out — a net gain of 19 holders — while 107 added to existing stakes and 64 trimmed.

The largest buyer was UBS Group, adding an estimated $31M. The largest seller was HighTower Advisors, exiting entirely with an estimated $18.2M sold.

  • 246 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2022, up from 229 in Q2 2022.
  • Funds reported $1.38B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 30 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2022 and 11 closed out, a net change of +19 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2022 was UBS Group, an estimated $31M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2022.