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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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151 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 5

400% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 16

28% more capital invested

Capital invested by funds: $503M → $644M (+$141M)

24% more funds holding

Funds holding: 122 → 151 (+29)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

Holders
151
Holders Change
+29
Holders Change %
+23.77%
% of All Funds
2.97%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
38
Increased
80
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MV Capital Management
Maryland
+$13.4M
2
CIM
Corda Investment Management
Texas
+$11.1M
3
TF
TLWM Financial
Texas
+$10M
4
Morgan Stanley
Morgan Stanley
New York
+$8.84M
5
CAI
Capital Advisors Inc
Oklahoma
+$8.19M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.66M
2
Wolverine Trading
Wolverine Trading
Illinois
-$487K
3
FGAM
Financial Gravity Asset Management
Texas
-$372K
4
EIA
Eldridge Investment Advisors
New Hampshire
-$263K
5
TCCM
Timber Creek Capital Management
Massachusetts
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFG Advisory
Georgia
$223K -$14.1K -550 -6%
CF
127
Centaurus Financial
California
$197K +$197K +7,692 New
NSB
128
Norway Savings Bank
Maine
$181K +$32.7K +1,280 +22%
AC
129
AlphaCore Capital
California
$153K +$153K +5,969 New
CHAM
130
Clear Harbor Asset Management
Connecticut
$128K – – –
BEI
131
Benjamin Edwards Inc
Missouri
$118K +$2.96K +116 +3%
NFG
132
Next Financial Group
Texas
$105K – – –
KOCAA
133
Knights of Columbus Asset Advisors
Connecticut
$97K +$96.7K +3,784 New
PA
134
Parallel Advisors
California
$67K – – –
FHA
135
Flagship Harbor Advisors
Massachusetts
$61K – – –
ASN
136
Advisory Services Network
Georgia
$55K +$55.4K +2,170 New
SNT
137
Security National Trust
West Virginia
$51K – – –
TWA
138
TCI Wealth Advisors
Arizona
$51K – – –
CFGS
139
Concourse Financial Group Securities
Alabama
$51K +$27.9K +1,090 +123%
PB
140
Pinnacle Bancorp
Nebraska
$50K – – –
TCM
141
TD Capital Management
Tennessee
$50K +$485 +19 +1%
AF
142
Arrow Financial
New York
$35K +$35.2K +1,376 New
IA
143
IFP Advisors
Florida
$29K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
FWP
145
FAS Wealth Partners
Kansas
$26K +$25.6K +1,002 New
SFS
146
Sowell Financial Services
Arkansas
$23K -$22K -862 -49%
CAAS
147
Capital Asset Advisory Services
Michigan
$21K +$20.4K +800 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$19K +$18.7K +731 New
RG
149
Retirement Group
California
$19K +$18.9K +739 New
TF
150
TimeScale Financial
Massachusetts
$15K – – –
3 4 5
6
7

IBDO Hedge Fund Activity: Q4 2019 in Review

151 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2019, worth a combined $644M — up 28% from $503M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IBDO positions and 5 closed out — a net gain of 33 holders — while 80 added to existing stakes and 16 trimmed.

The largest buyer was MV Capital Management, opening a new position worth an estimated $13.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.66M sold.

  • 151 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2019, up from 122 in Q3 2019.
  • Funds reported $644M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 38 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2019 and 5 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2019 was MV Capital Management, an estimated $13.4M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2019.