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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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294 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 25

20% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 91

19% more funds holding in top 10

Funds holding in top 10: 16 → 19 (+3)

9% more capital invested

Capital invested by funds: $1.54B → $1.67B (+$133M)

4% more funds holding

Funds holding: 284 → 294 (+10)

Holders
294
Holders Change
+10
Holders Change %
+3.52%
% of All Funds
4.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
40
Increased
109
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$39.2M
2
AWM
AE Wealth Management
Kansas
+$30.6M
3
SAM
Simplify Asset Management
Nevada
+$20.1M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$15.2M
5
APS
American Planning Services
Florida
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$29.8M
2
Morgan Stanley
Morgan Stanley
New York
-$13.6M
3
Ameriprise
Ameriprise
Minnesota
-$6.68M
4
US Bancorp
US Bancorp
Minnesota
-$6M
5
EWA
EP Wealth Advisors
California
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
151
Blue Square Asset Management
New York
$1M – – –
PFM
152
Phillips Financial Management
Indiana
$968K +$965K +38,432 New
KWA
153
KCS Wealth Advisory
California
$945K +$942K +37,520 New
WANY
154
Wealthspire Advisors (New York)
New York
$944K – – –
CIAS
155
CFS Investment Advisory Services
New Jersey
$921K -$6K -239 -0.6%
CTA
156
Chesley Taft & Associates
Illinois
$918K +$136K +5,400 +17%
TC
157
Trust Company
Kansas
$912K – – –
BC
158
Barrett & Company
Rhode Island
$907K +$58.4K +2,326 +7%
BAM
159
Belpointe Asset Management
Nevada
$880K -$688K -27,377 -44%
LMKC
160
L.M. Kohn & Company
Ohio
$880K +$877K +34,936 New
VA
161
Valmark Advisers
Ohio
$879K – – –
MSWM
162
McGlone Suttner Wealth Management
Wisconsin
$878K +$293K +11,682 +50%
CWA
163
Consilio Wealth Advisors
Washington
$846K +$3.89K +155 +0.5%
FNB
164
Farmers National Bank
Kentucky
$842K +$61K +2,429 +8%
FWMM
165
Foundation Wealth Management (Missouri)
Missouri
$835K – – –
SFO
166
Stokes Family Office
Louisiana
$831K – – –
SAG
167
SageView Advisory Group
California
$825K +$17K +676 +2%
LNC
168
Lincoln National Corp
Pennsylvania
$812K – – –
AIM
169
Arcadia Investment Management
Michigan
$793K – – –
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$789K +$561K +22,349 +249%
MA
171
MONECO Advisors
Connecticut
$779K -$4.7K -187 -0.6%
SWM
172
Segment Wealth Management
Texas
$777K -$15.1K -600 -2%
MTWM
173
Masso Torrence Wealth Management
New Jersey
$763K – – –
Cerity Partners
174
Cerity Partners
New York
$761K +$251K +10,000 +50%
SI
175
Stephens Inc
Arkansas
$752K -$30.1K -1,200 -4%
5 6
7
8 9

IBDO Hedge Fund Activity: Q1 2023 in Review

294 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2023, worth a combined $1.67B — up 8.6% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IBDO positions and 25 closed out — a net gain of 15 holders — while 109 added to existing stakes and 91 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $39.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $29.8M.

  • 294 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2023, up from 284 in Q4 2022.
  • Funds reported $1.67B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 40 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2023 and 25 closed out, a net change of +15 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $39.2M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2023.