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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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201 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$48.8M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 206 → 201 (-5)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
201
Holders Change
-5
Holders Change %
-2.43%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
16
Increased
97
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$23M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.23M
3
Bank of America
Bank of America
North Carolina
+$5.48M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
+$4.09M
5
NC
NovaPoint Capital
Georgia
+$4.06M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$3.88M
2
GGI
Godsey & Gibb Inc
Virginia
-$2.59M
3
CP
Camelot Portfolios
Ohio
-$2.41M
4
FFA
Fragasso Financial Advisors
Pennsylvania
-$2.35M
5
FFIC
First Fiduciary Investment Counsel
Ohio
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
151
Thoroughbred Financial Services
Tennessee
$319K – – –
CTA
152
Chesley Taft & Associates
Illinois
$312K +$35.2K +1,350 +13%
RCA
153
Resonant Capital Advisors
Wisconsin
$300K – – –
CAN
154
Cetera Advisor Networks
California
$299K +$470 +18 +0.2%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$297K – – –
BBW
156
Blue Barn Wealth
Utah
$296K +$296K +11,342 New
FFA
157
Fragasso Financial Advisors
Pennsylvania
$286K -$2.35M -89,961 -89%
1SB
158
1ST Source Bank
Indiana
$285K – – –
AIC
159
Ameritas Investment Company
Nebraska
$280K -$53K -2,032 -32%
AFM
160
Andesa Financial Management
Pennsylvania
$274K – – –
AM
161
Atwater Malick
Pennsylvania
$264K +$50K +1,917 +23%
FMWA
162
Forvis Mazars Wealth Advisors
Missouri
$261K – – –
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$261K +$1.18K +45 +0.5%
SMC
164
Smith, Moore & Co
Missouri
$260K -$40.7K -1,558 -14%
RBC
165
Roble Belko & Company
Pennsylvania
$258K – – –
PG
166
Patten Group
Tennessee
$253K -$22.2K -852 -8%
PWM
167
PRW Wealth Management
Massachusetts
$253K +$254K +9,713 New
LWM
168
Laidlaw Wealth Management
New York
$249K – – –
KWM
169
Kingsview Wealth Management
Oregon
$244K – – –
TTWM
170
TCV Trust & Wealth Management
Virginia
$243K +$1.96K +75 +0.8%
KCA
171
Karn Couzens & Associates
Connecticut
$242K +$242K +9,290 New
WGCA
172
Wolf Group Capital Advisors
Virginia
$241K -$42K -1,610 -15%
EFS
173
Essex Financial Services
Connecticut
$226K – – –
HB
174
Homrich & Berg
Georgia
$213K +$213K +8,176 New
RJT
175
Raymond James Trust
Florida
$211K – – –
5 6
7
8 9

IBDO Hedge Fund Activity: Q2 2021 in Review

201 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2021, worth a combined $1.11B — up 4.6% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IBDO and 16 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 97 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $23M. The largest seller was Stifel Financial, cutting an estimated $3.88M.

  • 201 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2021, down from 206 in Q1 2021.
  • Funds reported $1.11B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2021 and 17 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $23M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2021 was Stifel Financial, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2021.