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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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5 hedge funds and large institutions have $2.72M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 287 → 5 (-282)

100% less capital invested

Capital invested by funds: $1.37B → $2.72M (-$1.37B)

100% less funds holding in top 10

Funds holding in top 10: 12 → 0 (-12)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 280

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
-282
Holders Change %
-98.26%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
280
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$148M
2
Morgan Stanley
Morgan Stanley
New York
-$63.1M
3
NA
NewEdge Advisors
Louisiana
-$51.4M
4
LPL Financial
LPL Financial
California
-$41.5M
5
Wells Fargo
Wells Fargo
California
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
151
CFS Investment Advisory Services
New Jersey
– -$814K -32,104 Closed
TC
152
Trust Company
Kansas
– -$808K -31,859 Closed
B
153
Bellecapital
Switzerland
– -$798K -31,466 Closed
Cerity Partners
154
Cerity Partners
New York
– -$761K -30,000 Closed
BAM
155
Belpointe Asset Management
Nevada
– -$758K -29,902 Closed
AA
156
Alesco Advisors
New York
– -$751K -29,610 Closed
TF
157
Tompkins Financial
New York
– -$751K -29,610 Closed
MA
158
MONECO Advisors
Connecticut
– -$727K -28,665 Closed
CTWM
159
Cherry Tree Wealth Management
Minnesota
– -$721K -28,434 Closed
William Blair & Company
160
William Blair & Company
Illinois
– -$706K -27,855 Closed
CPRC
161
Consolidated Portfolio Review Corp
New York
– -$699K -27,579 Closed
GHA
162
Granite Harbor Advisors
Texas
– -$687K -27,109 Closed
CFG
163
Carr Financial Group
Massachusetts
– -$650K -25,713 Closed
BMM
164
Buffington Mohr McNeal
Idaho
– -$647K -25,525 Closed
MCM
165
Mattern Capital Management
Colorado
– -$646K -25,488 Closed
MTWM
166
Masso Torrence Wealth Management
New Jersey
– -$638K -25,155 Closed
SS
167
Simplicity Solutions
Minnesota
– -$631K -24,878 Closed
FIB
168
First Interstate Bank
Montana
– -$621K -24,475 Closed
TFS
169
Thoroughbred Financial Services
Tennessee
– -$598K -23,590 Closed
RBC
170
Roble Belko & Company
Pennsylvania
– -$589K -23,222 Closed
4WM
171
4J Wealth Management
Virginia
– -$578K -22,785 Closed
COCM
172
Charter Oak Capital Management
New Hampshire
– -$571K -22,509 Closed
MIH
173
Meitav Investment House
Israel
– -$564K -22,299 Closed
DE
174
Day & Ennis
Georgia
– -$545K -21,475 Closed
BBW
175
Blue Barn Wealth
Utah
– -$543K -21,415 Closed
5 6
7
8 9

IBDO Hedge Fund Activity: Q4 2023 in Review

5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2023, worth a combined $2.72M — down 100% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 280 funds closed out of IBDO and 0 opened new positions — a net loss of 280 holders — while 3 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $148M sold.

  • 5 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2023, down from 287 in Q3 2023.
  • Funds reported $2.72M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2023 and 280 closed out, a net change of -280 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.