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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

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: 99 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 201200 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
126
Childress Capital Advisors
Texas
$508K
CAM
127
Claret Asset Management
Quebec, Canada
$508K
BMM
128
Buffington Mohr McNeal
Idaho
$496K
BCPWM
129
Bradley & Co Private Wealth Management
Florida
$486K
PLFAM
130
Pineno Levin & Ford Asset Management
Virginia
$484K
RCAG
131
Rehmann Capital Advisory Group
Michigan
$483K +$69.1K +2,655 +17%
MCM
132
Mattern Capital Management
Colorado
$476K
KCM
133
Kathmere Capital Management
Pennsylvania
$475K -$83.6K -3,213 -15%
PCIA
134
Prime Capital Investment Advisors
Kansas
$459K -$136K -5,217 -23%
SWM
135
Segment Wealth Management
Texas
$447K +$15.6K +600 +4%
W
136
WealthOne
New York
$445K +$260 +10 +0.1%
APP
137
Avantax Planning Partners
Iowa
$430K -$28.7K -1,102 -6%
NSB
138
Norway Savings Bank
Maine
$428K
CWS
139
Cypress Wealth Services
California
$400K -$173K -6,662 -30%
GDP
140
Great Diamond Partners
Maine
$397K
CGFA
141
Colton Groome Financial Advisors
North Carolina
$395K
FNB
142
Farmers National Bank
Kentucky
$388K +$384K +14,766 New
IA
143
IFG Advisory
Georgia
$379K +$42.6K +1,636 +13%
PPP
144
Private Portfolio Partners
New Jersey
$373K
SWPG
145
Strategic Wealth Partners Group
Illinois
$369K +$369K +14,184 New
HNB
146
Huntington National Bank
Ohio
$362K
CTA
147
Chesley Taft & Associates
Illinois
$353K +$41.6K +1,600 +13%
MML Investors Services
148
MML Investors Services
Massachusetts
$344K -$8.61K -331 -2%
DADC
149
D.A. Davidson & Co
Montana
$344K
BHB
150
Bank Hapoalim BM
Israel
$334K

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.