iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
160 hedge funds and large institutions have $667M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 37 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
84% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 37
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
6% more funds holding
Funds holding: 151 → 160 (+9)
4% more capital invested
Capital invested by funds: $644M → $667M (+$22.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$11.2M |
| 3 |
Morgan Stanley
New York
|
+$8.61M |
| 4 |
Jane Street
New York
|
+$6.14M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TLWM Financial
San Antonio,
Texas
|
-$9.95M |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$6.59M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.39M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.28M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
-$2.85M |
IBDO Hedge Fund Activity: Q1 2020 in Review
160 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2020, worth a combined $667M — up 3.5% from $644M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBDO positions and 10 closed out — a net gain of 15 holders — while 68 added to existing stakes and 37 trimmed.
The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was TLWM Financial, exiting entirely with an estimated $9.95M sold.
- 160 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2020, up from 151 in Q4 2019.
- Funds reported $667M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2020, up 3.5% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2020 and 10 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2020 was Bank of America, an estimated $11.3M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2020 was TLWM Financial, an estimated $9.95M sold.
Based on aggregated 13F filings for Q1 2020.