We are live on ! Find out more
IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

IBDO was delisted on the 15th of December, 2023.

201 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 51

5% more capital invested

Capital invested by funds: $1.06B → $1.11B (+$48.8M)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 206201 (-5)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
201
Holders Change
-5
Holders Change %
-2.43%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
16
Increased
97
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
176
Benjamin Edwards Inc
Missouri
$209K -$223K -8,552 -52%
EIA
177
Eldridge Investment Advisors
New Hampshire
$206K +$183 +7 +0.1%
4FG
178
4Thought Financial Group
New York
$179K +$3.24K +124 +2%
AC
179
AlphaCore Capital
California
$161K +$731 +28 +0.5%
PB
180
Pinnacle Bancorp
Nebraska
$116K
NFG
181
Next Financial Group
Texas
$91K +$10.4K +400 +13%
KOCAA
182
Knights of Columbus Asset Advisors
Connecticut
$84K
CAAS
183
Capital Asset Advisory Services
Michigan
$80K +$1.1K +42 +1%
M
184
MOTCO
Texas
$77K
FRA
185
Front Row Advisors
California
$64K
CCC
186
Crescent Capital Consulting
Louisiana
$56K -$33.6K -1,287 -37%
CSPIA
187
Cary Street Partners Investment Advisory
Virginia
$55K +$8.01K +307 +17%
JP Morgan Chase
188
JP Morgan Chase
New York
$53K -$17.1K -657 -24%
TCM
189
TD Capital Management
Tennessee
$53K +$235 +9 +0.4%
SNT
190
Security National Trust
West Virginia
$52K
TCCM
191
Timber Creek Capital Management
Massachusetts
$50K -$53.5K -2,050 -51%
ASN
192
Advisory Services Network
Georgia
$46K +$45.7K +1,751 New
RIM
193
Rockbridge Investment Management
New York
$45K
CFGS
194
Concourse Financial Group Securities
Alabama
$41K
PA
195
Parallel Advisors
California
$39K -$29.9K -1,145 -43%
JHCP
196
Jackson Hole Capital Partners
Oklahoma
$29K -$78.3K -3,000 -73%
HI
197
Harbour Investments
Wisconsin
$29K +$653 +25 +2%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$27K
FWP
199
FAS Wealth Partners
Kansas
$27K +$131 +5 +0.5%
IF
200
Ironwood Financial
Arizona
$18K +$6.71K +257 +60%

IBDO Hedge Fund Activity: Q2 2021 in Review

201 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2021, worth a combined $1.11B — up 4.6% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IBDO and 16 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 97 added.

The largest buyer was Aptus Capital Advisors, adding an estimated $23M. The largest seller was Stifel Financial, cutting an estimated $3.88M.

  • 201 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2021, down from 206 in Q1 2021.
  • Funds reported $1.11B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2021, up 4.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2021 and 17 closed out, a net change of -1 holder.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $23M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2021 was Stifel Financial, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2021.