iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
174 hedge funds and large institutions have $806M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 28 reducing their positions, and 12 closing their positions.
229% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 28
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
5% more funds holding
Funds holding: 165 → 174 (+9)
4% more capital invested
Capital invested by funds: $776M → $806M (+$30.4M)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $397K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$16.8M |
| 2 |
TF
TLWM Financial
San Antonio,
Texas
|
+$9.77M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.45M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$6.26M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$5.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$10.4M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$7.96M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.34M |
| 4 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
-$7.04M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$5.58M |
IBDO Hedge Fund Activity: Q3 2020 in Review
174 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2020, worth a combined $806M — up 3.9% from $776M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IBDO positions and 12 closed out — a net gain of 11 holders — while 92 added to existing stakes and 28 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $16.8M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $10.4M sold.
- 174 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2020, up from 165 in Q2 2020.
- Funds reported $806M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2020, up 3.9% quarter-over-quarter.
- 23 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2020 and 12 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2020 was Aptus Capital Advisors, an estimated $16.8M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $10.4M sold.
Based on aggregated 13F filings for Q3 2020.