We are live on ! Find out more
IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

IBDO was delisted on the 15th of December, 2023.

165 hedge funds and large institutions have $776M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

16% more capital invested

Capital invested by funds: $667M → $776M (+$109M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 160165 (+5)

Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
3.38%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.27%
New
22
Increased
80
Reduced
29
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
101
Private Capital Group
Connecticut
$490K +$104K +4,026 +27%
PLFAM
102
Pineno Levin & Ford Asset Management
Virginia
$489K +$163K +6,340 +52%
CIA
103
Covington Investment Advisors
Pennsylvania
$483K
MCM
104
Mattern Capital Management
Colorado
$460K +$452K +17,536 New
BHB
105
Bank Hapoalim BM
Israel
$457K
APP
106
Avantax Planning Partners
Iowa
$432K -$21.6K -837 -5%
W
107
WealthOne
New York
$432K +$413 +16 +0.1%
FNBOSM
108
First National Bank of South Miami
Florida
$432K +$369K +14,317 +667%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$409K
DADC
110
D.A. Davidson & Co
Montana
$402K +$13.9K +540 +4%
TTWM
111
TCV Trust & Wealth Management
Virginia
$401K -$50.9K -1,975 -11%
W
112
WealthStone
Ohio
$401K +$394K +15,273 New
CWS
113
Cypress Wealth Services
California
$397K -$24.3K -942 -6%
SWM
114
Segment Wealth Management
Texas
$380K +$123K +4,775 +49%
Deutsche Bank
115
Deutsche Bank
Germany
$372K +$77.2K +2,994 +27%
CAM
116
Claret Asset Management
Quebec, Canada
$371K +$112K +4,335 +44%
AF
117
Arrow Financial
New York
$352K +$240K +9,309 +226%
NSB
118
Norway Savings Bank
Maine
$344K +$65.8K +2,550 +24%
MML Investors Services
119
MML Investors Services
Massachusetts
$342K +$10.2K +394 +3%
COF
120
Capital One Financial
Virginia
$324K +$77.4K +3,000 +32%
TFS
121
Thoroughbred Financial Services
Tennessee
$321K
SMC
122
Smith, Moore & Co
Missouri
$297K +$2.04K +79 +0.7%
WGCA
123
Wolf Group Capital Advisors
Virginia
$283K
PG
124
Patten Group
Tennessee
$277K +$24.6K +955 +10%
TCCM
125
Timber Creek Capital Management
Massachusetts
$270K

IBDO Hedge Fund Activity: Q2 2020 in Review

165 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2020, worth a combined $776M — up 16% from $667M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDO positions and 16 closed out — a net gain of 6 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $17.6M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $22.3M sold.

  • 165 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2020, up from 160 in Q1 2020.
  • Funds reported $776M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2020 and 16 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $17.6M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2020.