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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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294 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+3)

9% more capital invested

Capital invested by funds: $1.54B → $1.67B (+$133M)

4% more funds holding

Funds holding: 284 → 294 (+10)

Holders
294
Holders Change
+10
Holders Change %
+3.52%
% of All Funds
4.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$39.2M
2
AWM
AE Wealth Management
Kansas
+$30.6M
3
SAM
Simplify Asset Management
Nevada
+$20.1M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.2M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.8M
2
Morgan Stanley
Morgan Stanley
New York
-$13.6M
3
Ameriprise
Ameriprise
Minnesota
-$6.68M
4
US Bancorp
US Bancorp
Minnesota
-$6M
5
EWA
EP Wealth Advisors
California
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
76
Clear Harbor Asset Management
Connecticut
$4.68M – – –
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.25M +$1.07M +42,640 +34%
PWM
78
Praetorian Wealth Management
California
$4.2M -$309K -12,293 -7%
AF
79
Allworth Financial
California
$4.18M -$570K -22,693 -12%
MAS
80
Madden Advisory Services
Florida
$4.15M +$8.51K +339 +0.2%
DSA
81
Droms Strauss Advisors
Missouri
$4.07M +$527K +20,992 +15%
KAS
82
Kestra Advisory Services
Texas
$3.96M +$2.43M +96,954 +161%
SSB
83
Sandy Spring Bank
Maryland
$3.8M -$351K -13,994 -8%
PWS
84
Peloton Wealth Strategists
Indiana
$3.6M -$100K -4,000 -3%
HH
85
Hilltop Holdings
Texas
$3.25M +$2.01M +79,879 +162%
UCFA
86
United Capital Financial Advisors
Texas
$3.21M -$1.12M -44,791 -26%
VWMG
87
Virginia Wealth Management Group
Virginia
$3.18M +$115K +4,575 +4%
SPC
88
Sigma Planning Corp
Michigan
$3.15M +$139K +5,552 +5%
LWANC
89
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.08M +$4.52K +180 +0.1%
MSAM
90
Moloney Securities Asset Management
Missouri
$3M +$2.99M +118,997 New
NG
91
Northstar Group
New York
$2.97M – – –
NDSI
92
Newman Dignan & Sheerar Inc
Rhode Island
$2.85M -$12.5K -498 -0.4%
AI
93
Atria Investments
North Carolina
$2.85M -$2.73M -108,690 Closed
VW
94
Vance Wealth
California
$2.72M +$696K +27,723 +35%
EIA
95
Eldridge Investment Advisors
New Hampshire
$2.7M +$86.9K +3,460 +3%
SWA
96
Stratos Wealth Advisors
Ohio
$2.62M – – –
PGAM
97
Princeton Global Asset Management
New Jersey
$2.55M +$703K +28,000 +38%
WA
98
Waterford Advisors
New York
$2.49M -$3.16K -126 -0.1%
ABC
99
Associated Banc-Corp
Wisconsin
$2.45M -$16.5K -658 -0.7%
KNW
100
Kesler Norman & Wride
Utah
$2.44M -$1.4M -55,744 -36%
2 3
4
5 6

IBDO Hedge Fund Activity: Q1 2023 in Review

294 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2023, worth a combined $1.67B — up 8.6% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IBDO positions and 25 closed out — a net gain of 15 holders — while 109 added to existing stakes and 91 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $39.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $29.8M.

  • 294 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2023, up from 284 in Q4 2022.
  • Funds reported $1.67B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 40 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2023 and 25 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $39.2M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2023.