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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

200 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 95 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 44

7% more capital invested

Capital invested by funds: $1.11B → $1.19B (+$78.6M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 201200 (-1)

Holders
200
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
3.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
18
Increased
95
Reduced
44
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
176
AlphaCore Capital
California
$161K +$702 +27 +0.4%
PB
177
Pinnacle Bancorp
Nebraska
$116K
HI
178
Harbour Investments
Wisconsin
$105K +$75.5K +2,901 +259%
NFG
179
Next Financial Group
Texas
$91K
KOCAA
180
Knights of Columbus Asset Advisors
Connecticut
$83K
CAAS
181
Capital Asset Advisory Services
Michigan
$79K -$1.09K -42 -1%
M
182
MOTCO
Texas
$77K
PA
183
Parallel Advisors
California
$65K +$26K +1,000 +67%
FRA
184
Front Row Advisors
California
$64K
TCM
185
TD Capital Management
Tennessee
$53K +$234 +9 +0.4%
SNT
186
Security National Trust
West Virginia
$52K
TCCM
187
Timber Creek Capital Management
Massachusetts
$49K -$650 -25 -1%
MWM
188
Mascoma Wealth Management
New Hampshire
$46K +$45.6K +1,753 New
RIM
189
Rockbridge Investment Management
New York
$45K
GWM
190
Geneos Wealth Management
Colorado
$44K +$42.3K +1,625 +1,625%
CFGS
191
Concourse Financial Group Securities
Alabama
$41K
ANBT
192
American National Bank & Trust
Texas
$30K +$30.5K +1,172 New
FWP
193
FAS Wealth Partners
Kansas
$27K +$26 +1 +0.1%
FGAM
194
Financial Gravity Asset Management
Texas
$26K +$16.4K +629 New
AWM
195
Avior Wealth Management
Nebraska
$23K +$7.8K +300 +50%
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$21.3K +$21.4K +821 New
IF
197
Ironwood Financial
Arizona
$14K -$3.38K -130 -19%
OIA
198
Optimum Investment Advisors
Illinois
$12K
SFC
199
SYM Financial Corp
Indiana
$8K +$8.17K +314 New
Barclays
200
Barclays
United Kingdom
$7K -$3.55M -136,302 -100%

IBDO Hedge Fund Activity: Q3 2021 in Review

200 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2021, worth a combined $1.19B — up 7.1% from $1.11B a quarter earlier.

Fund positioning in IBDO was balanced in Q3 2021: 18 funds opened new positions, 18 closed out, 95 added to existing stakes and 44 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $47.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $11.4M sold.

  • 200 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2021, down from 201 in Q2 2021.
  • Funds reported $1.19B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2021 and 18 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2021 was Aptus Capital Advisors, an estimated $47.9M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2021 was Citadel Advisors, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.