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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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202 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 7

284% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 25

20% more capital invested

Capital invested by funds: $806M → $970M (+$164M)

16% more funds holding

Funds holding: 174 → 202 (+28)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
202
Holders Change
+28
Holders Change %
+16.09%
% of All Funds
3.57%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
36
Increased
96
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$32.2M
2
SIC
Sigma Investment Counselors
Michigan
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$9.59M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$8.71M
5
PAG
Private Advisor Group
New Jersey
+$7.75M

Top Sellers

Rank Fund Capital Flow
1
FBB
Fulton Breakefield Broenniman
Maryland
-$1.38M
2
OMC
Old Mission Capital
Illinois
-$937K
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$837K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$592K
5
MG
Mather Group
Illinois
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
PB
176
Pinnacle Bancorp
Nebraska
$117K +$25K +954 +27%
NFG
177
Next Financial Group
Texas
$107K – – –
VFA
178
Valeo Financial Advisors
Indiana
$96K +$96.2K +3,667 New
KOCAA
179
Knights of Columbus Asset Advisors
Connecticut
$84K – – –
RG
180
Retirement Group
California
$81K +$67.2K +2,563 +465%
CAAS
181
Capital Asset Advisory Services
Michigan
$80K +$58.4K +2,228 +279%
M
182
MOTCO
Texas
$77K +$77.3K +2,948 New
PWC
183
PYA Waltman Capital
Tennessee
$76K +$75.5K +2,880 New
PA
184
Parallel Advisors
California
$69K – – –
KPCM
185
Kings Point Capital Management
New York
$66K – – –
ASN
186
Advisory Services Network
Georgia
$59K -$79.9K -3,045 -58%
SNT
187
Security National Trust
West Virginia
$53K – – –
TWA
188
TCI Wealth Advisors
Arizona
$53K – – –
TCM
189
TD Capital Management
Tennessee
$53K +$393 +15 +0.7%
VNA
190
Valley National Advisers
Pennsylvania
$50K +$50K +1,908 New
CFGS
191
Concourse Financial Group Securities
Alabama
$47K -$4.56K -174 -9%
RIM
192
Rockbridge Investment Management
New York
$45K – – –
FRA
193
Front Row Advisors
California
$30K – – –
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
FWP
195
FAS Wealth Partners
Kansas
$27K +$210 +8 +0.8%
AWA
196
Arkadios Wealth Advisors
Georgia
$26K +$26.2K +1,000 New
SFS
197
Sowell Financial Services
Arkansas
$23K – – –
AWM
198
Avior Wealth Management
Nebraska
$15K – – –
JHCP
199
Jackson Hole Capital Partners
Oklahoma
$12K – – –
OIA
200
Optimum Investment Advisors
Illinois
$12K – – –
5 6 7
8
9

IBDO Hedge Fund Activity: Q4 2020 in Review

202 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2020, worth a combined $970M — up 20% from $806M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBDO positions and 7 closed out — a net gain of 29 holders — while 96 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $32.2M. The largest seller was Fulton Breakefield Broenniman, cutting an estimated $1.38M.

  • 202 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2020, up from 174 in Q3 2020.
  • Funds reported $970M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2020 and 7 closed out, a net change of +29 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $32.2M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2020 was Fulton Breakefield Broenniman, an estimated $1.38M sold.

Based on aggregated 13F filings for Q4 2020.