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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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200 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 44

7% more capital invested

Capital invested by funds: $1.11B → $1.19B (+$78.6M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 201 → 200 (-1)

Holders
200
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
18
Increased
95
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$47.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$19.5M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$7.32M
5
Bank of America
Bank of America
North Carolina
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$11.4M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$4.31M
3
Barclays
Barclays
United Kingdom
-$3.55M
4
AIA
Arcadia Investment Advisors
Idaho
-$3.47M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
101
Wells Financial Advisors
Massachusetts
$1.03M – – –
NG
102
Northstar Group
New York
$1.02M – – –
CA
103
Cetera Advisors
Colorado
$954K +$10.3K +394 +1%
BWM
104
BerganKDV Wealth Management
Minnesota
$937K +$177K +6,800 +23%
CSPAM
105
Cary Street Partners Asset Management
Virginia
$904K +$39.6K +1,524 +5%
MSFS
106
Main Street Financial Solutions
Pennsylvania
$877K +$115K +4,405 +15%
FPS
107
Fieldpoint Private Securities
Connecticut
$874K – – –
PCG
108
Private Capital Group
Connecticut
$845K – – –
BPA
109
Beacon Pointe Advisors
California
$798K -$162K -6,208 -17%
FNBOSM
110
First National Bank of South Miami
Florida
$787K – – –
SI
111
Stephens Inc
Arkansas
$776K – – –
William Blair & Company
112
William Blair & Company
Illinois
$770K – – –
BAM
113
Belpointe Asset Management
Nevada
$754K +$202K +7,750 +36%
LHC
114
Little House Capital
Massachusetts
$747K -$21.8K -838 -3%
MGIA
115
Matthew Goff Investment Advisor
Texas
$735K -$4.31M -165,718 -85%
KCA
116
Karn Couzens & Associates
Connecticut
$723K +$481K +18,500 +199%
VCM
117
Vivaldi Capital Management
Illinois
$702K – – –
MA
118
MONECO Advisors
Connecticut
$669K -$10.1K -388 -1%
RFC
119
Regions Financial Corp
Alabama
$666K +$173K +6,632 +35%
ST
120
Spinnaker Trust
Maine
$604K +$203K +7,786 +50%
MIH
121
Meitav Investment House
Israel
$598K -$10.8K -416 -2%
SPIA
122
Steward Partners Investment Advisory
New York
$581K -$61.9K -2,379 -10%
CHAM
123
Clear Harbor Asset Management
Connecticut
$575K +$107K +4,125 +23%
CIA
124
Covington Investment Advisors
Pennsylvania
$554K +$7.8K +300 +1%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$521K – – –
3 4
5
6 7

IBDO Hedge Fund Activity: Q3 2021 in Review

200 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2021, worth a combined $1.19B — up 7.1% from $1.11B a quarter earlier.

Fund positioning in IBDO was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 95 added to existing stakes and 44 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $47.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $11.4M sold.

  • 200 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2021, down from 201 in Q2 2021.
  • Funds reported $1.19B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2021 was Aptus Capital Advisors, an estimated $47.9M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2021 was Citadel Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.