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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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116 hedge funds and large institutions have $476M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 15

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

14% more capital invested

Capital invested by funds: $417M → $476M (+$59.2M)

4% more funds holding

Funds holding: 112 → 116 (+4)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
18
Increased
68
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$21.9M
2
Jane Street
Jane Street
New York
+$11.6M
3
Morgan Stanley
Morgan Stanley
New York
+$5.45M
4
UBS Group
UBS Group
Switzerland
+$5.08M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.06M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$6.22M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$2.27M
3
VCM
Vivaldi Capital Management
Illinois
-$1.74M
4
MML Investors Services
MML Investors Services
Massachusetts
-$1.73M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
101
BB&T Securities
Virginia
$250K +$20K +800 +9%
SWM
102
Segment Wealth Management
Texas
$246K – – –
GI
103
Gradient Investments
Minnesota
$244K +$40.8K +1,628 +20%
BCM
104
Brookstone Capital Management
Illinois
$239K +$236K +9,406 New
PGAM
105
Princeton Global Asset Management
New Jersey
$218K +$1.65K +66 +0.5%
DP
106
Dearborn Partners
Illinois
$200K +$197K +7,874 New
SPIA
107
Steward Partners Investment Advisory
New York
$144K +$142K +5,687 New
HCM
108
HMS Capital Management
Tennessee
$130K +$128K +5,117 New
BEI
109
Benjamin Edwards Inc
Missouri
$103K -$239K -9,525 -70%
NFG
110
Next Financial Group
Texas
$103K +$102K +4,068 New
PA
111
Parallel Advisors
California
$67K – – –
FCA
112
FinTrust Capital Advisors
South Carolina
$66K +$64.7K +2,581 New
FHA
113
Flagship Harbor Advisors
Massachusetts
$60K +$20K +800 +51%
CFGS
114
Concourse Financial Group Securities
Alabama
$50K – – –
PB
115
Pinnacle Bancorp
Nebraska
$50K – – –
GWM
116
Geneos Wealth Management
Colorado
$40K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
TF
118
TimeScale Financial
Massachusetts
$16K +$15.4K +614 New
JHCP
119
Jackson Hole Capital Partners
Oklahoma
$11K – – –
CFA
120
Carroll Financial Associates
North Carolina
$9K – – –
TCOV
121
Trust Company of Vermont
Vermont
$6K +$6.26K +250 New
IWA
122
IBEX Wealth Advisors
New Jersey
$4K +$4.16K +166 New
CYG
123
Clean Yield Group
Vermont
$4K +$4.26K +170 New
BlackRock
124
BlackRock
New York
$3K – – –
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
– -$825K -32,982 Closed
2 3 4
5
6

IBDO Hedge Fund Activity: Q2 2019 in Review

116 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2019, worth a combined $476M — up 14% from $417M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDO positions and 10 closed out — a net gain of 8 holders — while 68 added to existing stakes and 15 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $21.9M. The largest seller was Stifel Financial, cutting an estimated $6.22M.

  • 116 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2019, up from 112 in Q1 2019.
  • Funds reported $476M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2019 and 10 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $21.9M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $6.22M sold.

Based on aggregated 13F filings for Q2 2019.