iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
95 hedge funds and large institutions have $351M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 11 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
86% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 21
16% more funds holding
Funds holding: 82 → 95 (+13)
12% more capital invested
Capital invested by funds: $315M → $351M (+$36.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.6M |
| 2 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$5.72M |
| 3 |
RFO
RiverGlades Family Offices
Naples,
Florida
|
+$3.89M |
| 4 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$3.13M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.74M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.49M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$1.18M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
BlackRock
New York
| $3K | +$2.12K | +88 | +210% |
|
102
Jane Street
New York
| – | -$955K | -39,296 | Closed |
|
|
LWM
103
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$752K | -30,928 | Closed |
|
|
HPC
104
HM Payson & Co
Portland,
Maine
| – | -$486K | -20,000 | Closed |
|
|
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| – | -$441K | -18,166 | Closed |
|
|
GP
106
Geneva Partners
Lake Geneva,
Wisconsin
| – | -$435K | -17,896 | Closed |
|
|
OMC
107
Old Mission Capital
Chicago,
Illinois
| – | -$349K | -14,353 | Closed |
|
|
RCAG
108
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$267K | -10,967 | Closed |
|
|
SPIA
109
Steward Partners Investment Advisory
New York
| – | -$245K | -10,063 | Closed |
|
|
BCM
110
Brookstone Capital Management
Wheaton,
Illinois
| – | -$244K | -10,026 | Closed |
|
111
BNP Paribas Financial Markets
Paris,
France
| – | -$2.43K | -100 | Closed |
|
IBDO Hedge Fund Activity: Q4 2018 in Review
95 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2018, worth a combined $351M — up 12% from $315M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBDO positions and 11 closed out — a net gain of 14 holders — while 39 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.6M. The largest seller was Morgan Stanley, cutting an estimated $4.74M.
- 95 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2018, up from 82 in Q3 2018.
- Funds reported $351M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2018, up 12% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2018 and 11 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2018 was Wells Fargo, an estimated $11.6M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2018 was Morgan Stanley, an estimated $4.74M sold.
Based on aggregated 13F filings for Q4 2018.