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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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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: 9 → 9 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 201 → 200 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$47.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$19.5M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$11.4M
4
UBS Group
UBS Group
Switzerland
+$7.32M
5
Bank of America
Bank of America
North Carolina
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$11.4M
2
MGIA
Matthew Goff Investment Advisor
Texas
-$4.31M
3
Barclays
Barclays
United Kingdom
-$3.55M
4
AIA
Arcadia Investment Advisors
Idaho
-$3.47M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
151
Blue Barn Wealth
Utah
$321K +$26.3K +1,009 +9%
TFS
152
Thoroughbred Financial Services
Tennessee
$318K – – –
AIC
153
Ameritas Investment Company
Nebraska
$301K +$190K +7,292 +171%
RCA
154
Resonant Capital Advisors
Wisconsin
$299K – – –
CAN
155
Cetera Advisor Networks
California
$298K +$442 +17 +0.1%
AM
156
Atwater Malick
Pennsylvania
$293K +$30K +1,154 +11%
1SB
157
1ST Source Bank
Indiana
$284K – – –
4FG
158
4Thought Financial Group
New York
$281K +$103K +3,968 +58%
WCM
159
Windsor Capital Management
Arizona
$278K +$279K +10,713 New
HCM
160
Harvey Capital Management
Florida
$276K +$276K +10,621 New
PG
161
Patten Group
Tennessee
$268K +$15K +576 +6%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$262K +$1.15K +44 +0.4%
FMWA
163
Forvis Mazars Wealth Advisors
Missouri
$260K – – –
SMC
164
Smith, Moore & Co
Missouri
$260K +$1.12K +43 +0.4%
RBC
165
Roble Belko & Company
Pennsylvania
$257K – – –
FFA
166
Fragasso Financial Advisors
Pennsylvania
$254K -$31.8K -1,223 -11%
LWM
167
Laidlaw Wealth Management
New York
$248K – – –
TTWM
168
TCV Trust & Wealth Management
Virginia
$247K +$4.55K +175 +2%
WGCA
169
Wolf Group Capital Advisors
Virginia
$246K +$6.24K +240 +3%
KWM
170
Kingsview Wealth Management
Oregon
$243K – – –
BEI
171
Benjamin Edwards Inc
Missouri
$225K +$17.4K +668 +8%
LNC
172
Lincoln National Corp
Pennsylvania
$220K – – –
HB
173
Homrich & Berg
Georgia
$213K – – –
RJT
174
Raymond James Trust
Florida
$211K – – –
EIA
175
Eldridge Investment Advisors
New Hampshire
$205K +$182 +7 +0.1%
5 6
7
8 9

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.