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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

284 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

22% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 83

15% more funds holding

Funds holding: 246284 (+38)

12% more capital invested

Capital invested by funds: $1.38B → $1.54B (+$163M)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
284
Holders Change
+38
Holders Change %
+15.45%
% of All Funds
4.57%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.26%
New
59
Increased
101
Reduced
83
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VW
101
Vance Wealth
California
$2.01M +$2M +80,124 New
RFC
102
Regions Financial Corp
Alabama
$1.99M -$330K -13,220 -14%
PGAM
103
Princeton Global Asset Management
New Jersey
$1.83M -$46.8K -1,875 -2%
MML Investors Services
104
MML Investors Services
Massachusetts
$1.82M +$871K +34,899 +92%
RWM
105
Ritholtz Wealth Management
New York
$1.7M -$1.22M -48,764 -42%
DADC
106
D.A. Davidson & Co
Montana
$1.65M +$369K +14,789 +29%
FF
107
Financial Futures
New Jersey
$1.61M +$1.6M +64,203 New
BAM
108
Belpointe Asset Management
Nevada
$1.56M +$548K +21,936 +54%
IA
109
IFP Advisors
Florida
$1.55M +$80.4K +3,221 +5%
CSPAM
110
Cary Street Partners Asset Management
Virginia
$1.54M +$200K +8,002 +15%
WRPWM
111
Werba Rubin Papier Wealth Management
California
$1.54M +$1.53M +61,437 New
KAS
112
Kestra Advisory Services
Texas
$1.51M +$584K +23,403 +63%
KF
113
Krilogy Financial
Missouri
$1.49M -$1.57M -62,683 -51%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$1.39M +$602K +24,116 +77%
Citadel Advisors
115
Citadel Advisors
Florida
$1.38M +$785K +31,457 +133%
BWM
116
BerganKDV Wealth Management
Minnesota
$1.37M
HIA
117
Harbor Investment Advisory
Maryland
$1.36M +$909K +36,421 +205%
VWM
118
Valley Wealth Managers
New Jersey
$1.36M -$37.3K -1,493 -3%
IWC
119
Integrated Wealth Concepts
Massachusetts
$1.35M +$41.2K +1,652 +3%
ECM
120
Exchange Capital Management
Michigan
$1.31M +$164K +6,560 +14%
AIA
121
Arcadia Investment Advisors
Idaho
$1.3M +$87.5K +3,503 +7%
ACM
122
Absolute Capital Management
Pennsylvania
$1.24M -$1.16M -46,483 Closed
GPA
123
Guidance Point Advisors
Massachusetts
$1.24M -$1.98M -79,479 Closed
OC
124
Oppenheimer & Co
New York
$1.24M +$1.23M +49,426 New
HH
125
Hilltop Holdings
Texas
$1.23M +$348K +13,938 +40%

IBDO Hedge Fund Activity: Q4 2022 in Review

284 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2022, worth a combined $1.54B — up 12% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IBDO positions and 19 closed out — a net gain of 40 holders — while 101 added to existing stakes and 83 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $24.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $25.2M.

  • 284 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2022, up from 246 in Q3 2022.
  • Funds reported $1.54B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 59 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2022 and 19 closed out, a net change of +40 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $24.6M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2022.