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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
4FG
176
4Thought Financial Group
New York
– -$526K -20,755 Closed
PHIC
177
Pine Haven Investment Counsel
Massachusetts
– -$524K -20,650 Closed
WFA
178
Wells Financial Advisors
Massachusetts
– -$523K -20,635 Closed
MC
179
Middleton & Co
Massachusetts
– -$517K -20,400 Closed
GM
180
GeoWealth Management
Illinois
– -$506K -19,942 Closed
EH
181
Equitable Holdings
New York
– -$504K -19,870 Closed
NB
182
Northwest Bancshares
Pennsylvania
– -$503K -19,823 Closed
DP
183
Dearborn Partners
Illinois
– -$501K -19,747 Closed
E
184
ETFidea
New York
– -$493K -19,444 Closed
LSA
185
L & S Advisors
California
– -$474K -18,701 Closed
FCM
186
Fortis Capital Management
Washington
– -$472K -18,626 Closed
AWM
187
Alterna Wealth Management
Texas
– -$468K -18,466 Closed
DWT
188
Dorsey & Whitney Trust
South Dakota
– -$456K -18,000 Closed
UCB
189
United Community Bank
South Carolina
– -$447K -17,634 Closed
AC
190
AlphaCore Capital
California
– -$441K -17,375 Closed
DWM
191
Dakota Wealth Management
Florida
– -$438K -17,280 Closed
CGFA
192
Colton Groome Financial Advisors
North Carolina
– -$436K -17,200 Closed
BL
193
Balentine LLC
Georgia
– -$432K -17,038 Closed
APP
194
Avantax Planning Partners
Iowa
– -$425K -16,746 Closed
CWM
195
Curi Wealth Management
North Carolina
– -$409K -16,145 Closed
AFC
196
AFT Forsyth & Company
Florida
– -$396K -15,600 Closed
CFS
197
Commonwealth Financial Services
West Virginia
– -$391K -15,406 Closed
ASN
198
Advisory Services Network
Georgia
– -$383K -15,094 Closed
SS
199
Sunbelt Securities
Texas
– -$369K -14,567 Closed
NSB
200
Norway Savings Bank
Maine
– -$367K -14,475 Closed
6 7
8
9 10

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.