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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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122 hedge funds and large institutions have $503M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

6% more capital invested

Capital invested by funds: $476M → $503M (+$26.7M)

5% more funds holding

Funds holding: 116 → 122 (+6)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.67%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
17
Increased
64
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWA
Guidant Wealth Advisors
Illinois
+$7.25M
2
ACA
Aptus Capital Advisors
Alabama
+$5.41M
3
PAG
Private Advisor Group
New Jersey
+$5.12M
4
Wells Fargo
Wells Fargo
California
+$3.94M
5
Bank of America
Bank of America
North Carolina
+$3.67M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$18M
2
OMC
Old Mission Capital
Illinois
-$1.85M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.49M
4
MGIA
Matthew Goff Investment Advisor
Texas
-$1.19M
5
SAM
Security Asset Management
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
101
Roble Belko & Company
Pennsylvania
$253K – – –
SWM
102
Segment Wealth Management
Texas
$248K – – –
GI
103
Gradient Investments
Minnesota
$244K -$2.14K -84 -0.9%
FCA
104
FinTrust Capital Advisors
South Carolina
$242K +$175K +6,866 +266%
IA
105
IFG Advisory
Georgia
$237K +$237K +9,293 New
BTS
106
BB&T Securities
Virginia
$232K -$20.3K -795 -8%
SPIA
107
Steward Partners Investment Advisory
New York
$229K +$83.8K +3,289 +58%
IWC
108
Integrated Wealth Concepts
Massachusetts
$226K +$225K +8,835 New
COI
109
Capital One Investing
Virginia
$225K – – –
BCM
110
Brookstone Capital Management
Illinois
$217K -$23.5K -924 -10%
BPWA
111
Beacon Pointe Wealth Advisors
California
$205K +$205K +8,033 New
NSB
112
Norway Savings Bank
Maine
$148K +$148K +5,800 New
BEI
113
Benjamin Edwards Inc
Missouri
$115K +$11.2K +440 +11%
NFG
114
Next Financial Group
Texas
$105K +$943 +37 +0.9%
FAAS
115
First Allied Advisory Services
California
$91K – – –
PA
116
Parallel Advisors
California
$67K – – –
AIC
117
Ameritas Investment Company
Nebraska
$65K +$64.5K +2,530 New
FHA
118
Flagship Harbor Advisors
Massachusetts
$60K – – –
SNT
119
Security National Trust
West Virginia
$51K +$51K +2,000 New
TWA
120
TCI Wealth Advisors
Arizona
$51K +$51K +2,000 New
PB
121
Pinnacle Bancorp
Nebraska
$50K – – –
TCM
122
TD Capital Management
Tennessee
$50K +$49.8K +1,955 New
SFS
123
Sowell Financial Services
Arkansas
$45K +$44.5K +1,746 New
IA
124
IFP Advisors
Florida
$29K +$28.7K +1,126 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
2 3 4
5
6

IBDO Hedge Fund Activity: Q3 2019 in Review

122 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2019, worth a combined $503M — up 5.6% from $476M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDO positions and 11 closed out — a net gain of 6 holders — while 64 added to existing stakes and 24 trimmed.

The largest buyer was Guidant Wealth Advisors, adding an estimated $7.25M. The largest seller was Jane Street, exiting entirely with an estimated $18M sold.

  • 122 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2019, up from 116 in Q2 2019.
  • Funds reported $503M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2019, up 5.6% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2019 and 11 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2019 was Guidant Wealth Advisors, an estimated $7.25M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2019 was Jane Street, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2019.