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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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5 hedge funds and large institutions have $2.72M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 287 → 5 (-282)

100% less capital invested

Capital invested by funds: $1.37B → $2.72M (-$1.37B)

100% less funds holding in top 10

Funds holding in top 10: 12 → 0 (-12)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 280

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
-282
Holders Change %
-98.26%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
280
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$148M
2
Morgan Stanley
Morgan Stanley
New York
-$63.1M
3
NA
NewEdge Advisors
Louisiana
-$51.4M
4
LPL Financial
LPL Financial
California
-$41.5M
5
Wells Fargo
Wells Fargo
California
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
76
Peloton Wealth Strategists
Indiana
– -$3.59M -141,700 Closed
VWMG
77
Virginia Wealth Management Group
Virginia
– -$3.41M -134,630 Closed
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
– -$3.26M -128,371 Closed
LWM
79
Lyell Wealth Management
California
– -$3.23M -127,324 Closed
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
– -$3.04M -119,840 Closed
UCFA
81
United Capital Financial Advisors
Texas
– -$2.94M -115,828 Closed
HCM
82
Howland Capital Management
Massachusetts
– -$2.92M -115,014 Closed
ACS
83
Archford Capital Strategies
Illinois
– -$2.9M -114,294 Closed
HI
84
Harbour Investments
Wisconsin
– -$2.8M -110,569 Closed
WI
85
WrapManager Inc
California
– -$2.56M -101,118 Closed
Deutsche Bank
86
Deutsche Bank
Germany
– -$2.5M -98,625 Closed
WA
87
Waterford Advisors
New York
– -$2.45M -96,603 Closed
PGAM
88
Princeton Global Asset Management
New Jersey
– -$2.43M -95,710 Closed
KF
89
Krilogy Financial
Missouri
– -$2.38M -93,919 Closed
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
– -$2.36M -92,977 Closed
SSB
91
Sandy Spring Bank
Maryland
– -$2.34M -92,294 Closed
MMHP
92
Murphy Middleton Hinkle & Parker
Georgia
– -$2.18M -85,933 Closed
ABC
93
Associated Banc-Corp
Wisconsin
– -$2.05M -80,780 Closed
Stifel Financial
94
Stifel Financial
Missouri
– -$2.02M -79,815 Closed
IWC
95
Integrated Wealth Concepts
Massachusetts
– -$1.99M -78,627 Closed
FCA
96
FinTrust Capital Advisors
South Carolina
– -$1.97M -77,745 Closed
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
– -$1.96M -77,163 Closed
BFEC
98
Benjamin F. Edwards & Company
Missouri
– -$1.95M -76,840 Closed
DADC
99
D.A. Davidson & Co
Montana
– -$1.86M -73,470 Closed
KFAA
100
Klaas Financial Asset Advisors
Illinois
– -$1.86M -73,368 Closed
2 3
4
5 6

IBDO Hedge Fund Activity: Q4 2023 in Review

5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2023, worth a combined $2.72M — down 100% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 280 funds closed out of IBDO and 0 opened new positions — a net loss of 280 holders — while 3 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $148M sold.

  • 5 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2023, down from 287 in Q3 2023.
  • Funds reported $2.72M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2023 and 280 closed out, a net change of -280 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.