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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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201 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$48.8M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 206 → 201 (-5)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
201
Holders Change
-5
Holders Change %
-2.43%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
16
Increased
97
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$23M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.23M
3
Bank of America
Bank of America
North Carolina
+$5.48M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
+$4.09M
5
NC
NovaPoint Capital
Georgia
+$4.06M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$3.88M
2
GGI
Godsey & Gibb Inc
Virginia
-$2.59M
3
CP
Camelot Portfolios
Ohio
-$2.41M
4
FFA
Fragasso Financial Advisors
Pennsylvania
-$2.35M
5
FFIC
First Fiduciary Investment Counsel
Ohio
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
101
Cetera Advisors
Colorado
$946K +$67.1K +2,572 +8%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$929K +$28.9K +1,108 +3%
COCM
103
Charter Oak Capital Management
New Hampshire
$891K +$1.18K +45 +0.1%
NG
104
Northstar Group
New York
$878K – – –
FPS
105
Fieldpoint Private Securities
Connecticut
$874K – – –
CSPAM
106
Cary Street Partners Asset Management
Virginia
$867K -$1.99M -76,150 -70%
PCG
107
Private Capital Group
Connecticut
$848K -$252K -9,664 -23%
FNBOSM
108
First National Bank of South Miami
Florida
$790K +$4.96K +190 +0.6%
SI
109
Stephens Inc
Arkansas
$778K – – –
William Blair & Company
110
William Blair & Company
Illinois
$772K – – –
LHC
111
Little House Capital
Massachusetts
$771K +$772K +29,560 New
MSFS
112
Main Street Financial Solutions
Pennsylvania
$765K +$238K +9,100 +45%
BWM
113
BerganKDV Wealth Management
Minnesota
$762K – – –
MAS
114
Madden Advisory Services
Florida
$759K +$528K +20,238 +228%
VCM
115
Vivaldi Capital Management
Illinois
$702K -$19K -728 -3%
MA
116
MONECO Advisors
Connecticut
$681K +$313 +12 +0%
SPIA
117
Steward Partners Investment Advisory
New York
$644K +$93.8K +3,594 +17%
MIH
118
Meitav Investment House
Israel
$611K -$6.13K -235 -1%
PCIA
119
Prime Capital Investment Advisors
Kansas
$597K +$597K +22,880 New
CWS
120
Cypress Wealth Services
California
$575K +$41.8K +1,600 +8%
KCM
121
Kathmere Capital Management
Pennsylvania
$560K +$1.04K +40 +0.2%
BAM
122
Belpointe Asset Management
Nevada
$554K +$63.5K +2,432 +13%
CIA
123
Covington Investment Advisors
Pennsylvania
$548K +$12.5K +478 +2%
WSTAM
124
Wilbanks Smith & Thomas Asset Management
Virginia
$522K +$261K +10,000 +100%
CCA
125
Childress Capital Advisors
Texas
$509K – – –
3 4
5
6 7

IBDO Hedge Fund Activity: Q2 2021 in Review

201 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2021, worth a combined $1.11B — up 4.6% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IBDO and 16 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 97 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $23M. The largest seller was Stifel Financial, cutting an estimated $3.88M.

  • 201 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2021, down from 206 in Q1 2021.
  • Funds reported $1.11B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2021 and 17 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $23M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2021 was Stifel Financial, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2021.