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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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284 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

22% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 83

15% more funds holding

Funds holding: 246 → 284 (+38)

12% more capital invested

Capital invested by funds: $1.38B → $1.54B (+$163M)

24% less funds holding in top 10

Funds holding in top 10: 21 → 16 (-5)

Holders
284
Holders Change
+38
Holders Change %
+15.45%
% of All Funds
4.57%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.26%
New
59
Increased
101
Reduced
83
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$24.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$17.4M
3
Bank of America
Bank of America
North Carolina
+$15.5M
4
Mariner
Mariner
Kansas
+$14.8M
5
Wells Fargo
Wells Fargo
California
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$25.2M
2
Jane Street
Jane Street
New York
-$15.9M
3
MCM
MV Capital Management
Maryland
-$11.8M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
-$11M
5
WCM
Windsor Capital Management
Arizona
-$9.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$3.5M -$3.38M -135,484 Closed
CWM
77
Centric Wealth Management
Illinois
$3.43M -$580K -23,225 -14%
CCWA
78
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.15M -$4.72K -189 -0.1%
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.06M +$144K +5,750 +5%
VWMG
80
Virginia Wealth Management Group
Virginia
$3.04M +$710K +28,425 +31%
SPC
81
Sigma Planning Corp
Michigan
$2.99M +$1.54M +61,611 +107%
NG
82
Northstar Group
New York
$2.87M – – –
NDSI
83
Newman Dignan & Sheerar Inc
Rhode Island
$2.85M -$4.99K -200 -0.2%
KTM
84
Keeler Thomas Management
Utah
$2.77M – – –
AI
85
Atria Investments
North Carolina
$2.72M +$2.71M +108,690 New
EIA
86
Eldridge Investment Advisors
New Hampshire
$2.6M +$2.17M +86,767 +513%
CHAM
87
Clear Harbor Asset Management
Connecticut
$2.54M – – –
MMHP
88
Murphy Middleton Hinkle & Parker
Georgia
$2.53M -$13.2K -528 -0.5%
TF
89
Tompkins Financial
New York
$2.48M – – –
AA
90
Alesco Advisors
New York
$2.48M – – –
WA
91
Waterford Advisors
New York
$2.48M +$2.47M +98,887 New
ABC
92
Associated Banc-Corp
Wisconsin
$2.45M -$40.9K -1,638 -2%
ACS
93
Archford Capital Strategies
Illinois
$2.44M -$133K -5,332 -5%
Renaissance Technologies
94
Renaissance Technologies
New York
$2.39M +$2.03M +81,500 +578%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$2.35M +$71.6K +2,868 +3%
MCCP
96
Mission Creek Capital Partners
California
$2.2M – – –
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$2.17M -$458K -18,360 -17%
B
98
Bellecapital
Switzerland
$2.13M – – –
WI
99
WrapManager Inc
California
$2.12M +$72K +2,884 +4%
FCA
100
FinTrust Capital Advisors
South Carolina
$2.11M -$222K -8,903 -10%
2 3
4
5 6

IBDO Hedge Fund Activity: Q4 2022 in Review

284 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2022, worth a combined $1.54B — up 12% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IBDO positions and 19 closed out — a net gain of 40 holders — while 101 added to existing stakes and 83 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $24.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $25.2M.

  • 284 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2022, up from 246 in Q3 2022.
  • Funds reported $1.54B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 59 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2022 and 19 closed out, a net change of +40 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $24.6M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2022.