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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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151 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 5

400% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 16

28% more capital invested

Capital invested by funds: $503M → $644M (+$141M)

24% more funds holding

Funds holding: 122 → 151 (+29)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
151
Holders Change
+29
Holders Change %
+23.77%
% of All Funds
2.97%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
80
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MV Capital Management
Maryland
+$13.4M
2
CIM
Corda Investment Management
Texas
+$11.1M
3
TF
TLWM Financial
Texas
+$10M
4
Morgan Stanley
Morgan Stanley
New York
+$8.84M
5
CAI
Capital Advisors Inc
Oklahoma
+$8.19M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
2
Wolverine Trading
Wolverine Trading
Illinois
-$487K
3
FGAM
Financial Gravity Asset Management
Texas
-$372K
4
EIA
Eldridge Investment Advisors
New Hampshire
-$263K
5
TCCM
Timber Creek Capital Management
Massachusetts
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
101
Dearborn Partners
Illinois
$446K +$111K +4,346 +33%
IWC
102
Integrated Wealth Concepts
Massachusetts
$446K +$220K +8,626 +98%
APP
103
Avantax Planning Partners
Iowa
$434K +$2.86K +112 +0.7%
WAS
104
Wealth Advisory Solutions
Indiana
$432K +$432K +16,920 New
MML Investors Services
105
MML Investors Services
Massachusetts
$421K +$125K +4,906 +42%
W
106
WealthOne
New York
$420K +$409 +16 +0.1%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$398K – – –
CWS
108
Cypress Wealth Services
California
$372K -$19.9K -780 -5%
DADC
109
D.A. Davidson & Co
Montana
$363K +$363K +14,190 New
BII
110
Bainco International Investors
Massachusetts
$361K +$51.1K +2,000 +17%
RJT
111
Raymond James Trust
Florida
$360K +$102K +4,006 +40%
SMC
112
Smith, Moore & Co
Missouri
$338K +$54.6K +2,138 +19%
KCM
113
Kathmere Capital Management
Pennsylvania
$335K +$335K +13,099 New
GI
114
Gradient Investments
Minnesota
$333K +$89.5K +3,501 +37%
PLFAM
115
Pineno Levin & Ford Asset Management
Virginia
$314K +$314K +12,290 New
BPWA
116
Beacon Pointe Wealth Advisors
California
$307K +$102K +3,981 +50%
TCCM
117
Timber Creek Capital Management
Massachusetts
$283K -$260K -10,160 -48%
WGCA
118
Wolf Group Capital Advisors
Virginia
$275K – – –
RBC
119
Roble Belko & Company
Pennsylvania
$253K – – –
PG
120
Patten Group
Tennessee
$251K +$251K +9,805 New
CAM
121
Claret Asset Management
Quebec, Canada
$250K +$250K +9,800 New
SWM
122
Segment Wealth Management
Texas
$248K – – –
FCA
123
FinTrust Capital Advisors
South Carolina
$244K +$2.84K +111 +1%
CONA
124
Capital One National Association
New York
$234K +$234K +9,150 New
SPIA
125
Steward Partners Investment Advisory
New York
$228K -$1.02K -40 -0.4%
3 4
5
6 7

IBDO Hedge Fund Activity: Q4 2019 in Review

151 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2019, worth a combined $644M — up 28% from $503M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IBDO positions and 5 closed out — a net gain of 33 holders — while 80 added to existing stakes and 16 trimmed.

The largest buyer was MV Capital Management, opening a new position worth an estimated $13.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.66M sold.

  • 151 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2019, up from 122 in Q3 2019.
  • Funds reported $644M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 38 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2019 and 5 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2019 was MV Capital Management, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2019.