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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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5 hedge funds and large institutions have $2.72M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 287 → 5 (-282)

100% less capital invested

Capital invested by funds: $1.37B → $2.72M (-$1.37B)

100% less funds holding in top 10

Funds holding in top 10: 12 → 0 (-12)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 280

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
-282
Holders Change %
-98.26%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
280
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$148M
2
Morgan Stanley
Morgan Stanley
New York
-$63.1M
3
NA
NewEdge Advisors
Louisiana
-$51.4M
4
LPL Financial
LPL Financial
California
-$41.5M
5
Wells Fargo
Wells Fargo
California
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
101
Cary Street Partners Asset Management
Virginia
– -$1.78M -70,223 Closed
RFC
102
Regions Financial Corp
Alabama
– -$1.61M -63,603 Closed
WRPWM
103
Werba Rubin Papier Wealth Management
California
– -$1.53M -60,319 Closed
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
– -$1.52M -59,835 Closed
CCM
105
Coldstream Capital Management
Washington
– -$1.49M -58,904 Closed
FF
106
Financial Futures
New Jersey
– -$1.46M -57,606 Closed
CIA
107
Covington Investment Advisors
Pennsylvania
– -$1.46M -57,460 Closed
ANTB
108
AMG National Trust Bank
Colorado
– -$1.43M -56,508 Closed
CA
109
Cetera Advisors
Colorado
– -$1.41M -55,708 Closed
SPC
110
Sigma Planning Corp
Michigan
– -$1.41M -55,668 Closed
HIA
111
Harbor Investment Advisory
Maryland
– -$1.37M -54,178 Closed
VW
112
Vance Wealth
California
– -$1.34M -53,006 Closed
MCCP
113
Mission Creek Capital Partners
California
– -$1.3M -51,205 Closed
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
– -$1.28M -50,397 Closed
AIA
115
Arcadia Investment Advisors
Idaho
– -$1.24M -48,927 Closed
VWM
116
Valley Wealth Managers
New Jersey
– -$1.2M -47,470 Closed
SWA
117
Sax Wealth Advisors
New Jersey
– -$1.19M -46,860 Closed
CSIA
118
Conrad Siegel Investment Advisors
Pennsylvania
– -$1.15M -45,388 Closed
AMM
119
American Money Management
California
– -$1.13M -44,678 Closed
PFM
120
Phillips Financial Management
Indiana
– -$1.13M -44,398 Closed
MCCA
121
Mill Creek Capital Advisors
Pennsylvania
– -$1.12M -44,344 Closed
MSWM
122
McGlone Suttner Wealth Management
Wisconsin
– -$1.11M -43,942 Closed
RWM
123
Ritholtz Wealth Management
New York
– -$1.06M -41,945 Closed
PA
124
PSI Advisors
Florida
– -$1.06M -41,924 Closed
EW
125
Element Wealth
Mississippi
– -$1.06M -41,923 Closed
3 4
5
6 7

IBDO Hedge Fund Activity: Q4 2023 in Review

5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2023, worth a combined $2.72M — down 100% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 280 funds closed out of IBDO and 0 opened new positions — a net loss of 280 holders — while 3 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $148M sold.

  • 5 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2023, down from 287 in Q3 2023.
  • Funds reported $2.72M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2023 and 280 closed out, a net change of -280 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.