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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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202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

284% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 25

20% more capital invested

Capital invested by funds: $806M → $970M (+$164M)

16% more funds holding

Funds holding: 174 → 202 (+28)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$32.2M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.59M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.71M
5
PAG
Private Advisor Group
New Jersey
+$7.75M

Top Sellers

Rank Fund Capital Flow
1
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
2
OMC
Old Mission Capital
Illinois
-$937K
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$837K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$592K
5
MG
Mather Group
Illinois
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
101
Money Concepts Capital
Florida
$928K +$926K +35,315 New
QCM
102
Quest Capital Management
Texas
$919K – – –
COCM
103
Charter Oak Capital Management
New Hampshire
$892K +$891K +33,950 New
CA
104
Cetera Advisors
Colorado
$886K – – –
FPS
105
Fieldpoint Private Securities
Connecticut
$883K – – –
APA
106
American Portfolios Advisors
New York
$846K +$49.8K +1,900 +6%
AF
107
Arrow Financial
New York
$825K +$216K +8,242 +36%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$812K +$98.3K +3,746 +14%
CSPAM
109
Cary Street Partners Asset Management
Virginia
$796K +$2.88M +109,658 New
FNBOSM
110
First National Bank of South Miami
Florida
$791K +$319K +12,166 +68%
BWM
111
BerganKDV Wealth Management
Minnesota
$789K +$165K +6,301 +27%
William Blair & Company
112
William Blair & Company
Illinois
$778K – – –
VCM
113
Vivaldi Capital Management
Illinois
$728K – – –
PCG
114
Private Capital Group
Connecticut
$718K +$120K +4,564 +20%
KFAA
115
Klaas Financial Asset Advisors
Illinois
$695K +$694K +26,451 New
MA
116
MONECO Advisors
Connecticut
$685K +$525 +20 +0.1%
NG
117
Northstar Group
New York
$642K – – –
Kovitz Investment Group Partners
118
Kovitz Investment Group Partners
Illinois
$606K -$26.2K -1,000 -4%
NB
119
Northwest Bancshares
Pennsylvania
$594K -$229K -8,725 -28%
KCM
120
Kathmere Capital Management
Pennsylvania
$592K +$26.7K +1,017 +5%
BAM
121
Belpointe Asset Management
Nevada
$573K +$572K +21,800 New
MSFS
122
Main Street Financial Solutions
Pennsylvania
$558K +$557K +21,230 New
CWS
123
Cypress Wealth Services
California
$557K +$556K +21,212 New
CIA
124
Covington Investment Advisors
Pennsylvania
$507K +$26.6K +1,015 +6%
PLFAM
125
Pineno Levin & Ford Asset Management
Virginia
$489K – – –
3 4
5
6 7

IBDO Hedge Fund Activity: Q4 2020 in Review

202 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2020, worth a combined $970M — up 20% from $806M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBDO positions and 7 closed out — a net gain of 29 holders — while 96 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $32.2M. The largest seller was Fulton Breakefield Broenniman, cutting an estimated $1.38M.

  • 202 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2020, up from 174 in Q3 2020.
  • Funds reported $970M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2020 and 7 closed out, a net change of +29 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $32.2M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2020 was Fulton Breakefield Broenniman, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2020.