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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
AWM
201
Avior Wealth Management
Nebraska
$15K
OIA
202
Optimum Investment Advisors
Illinois
$12K
SB
203
Strategic Blueprint
Georgia
$9K +$9.45K +362 New
CYG
204
Clean Yield Group
Vermont
$4K +$4.44K +170 New
LWP
205
Lumature Wealth Partners
Georgia
$3K +$2.58K +99 New
BU
206
BBVA USA
Alabama
$3K +$2.61K +100 New
GWM
207
Geneos Wealth Management
Colorado
$2K -$79K -3,028 -97%
DAC
208
Dividend Assets Capital
South Carolina
$1K +$887 +34 New
GGI
209
Godsey & Gibb Inc
Virginia
-$2.59M -99,095 Closed
BWA
210
Beam Wealth Advisors
Louisiana
-$1.01M -38,777 Closed
CIM
211
Confluence Investment Management
Missouri
-$852K -32,583 Closed
KF
212
Krilogy Financial
Missouri
-$682K -26,109 Closed
HCM
213
Harvey Capital Management
Florida
-$358K -13,716 Closed
FNB
214
Farmers National Bank
Kentucky
-$316K -12,099 Closed
EWM
215
Echo Wealth Management
Minnesota
-$214K -8,201 Closed
SFS
216
Sowell Financial Services
Arkansas
-$120K -4,588 Closed
VFA
217
Valeo Financial Advisors
Indiana
-$102K -3,888 Closed
RG
218
Retirement Group
California
-$77K -2,955 Closed
TWA
219
TCI Wealth Advisors
Arizona
-$52K -2,000 Closed
KPCM
220
Kings Point Capital Management
New York
-$49K -1,889 Closed
MWM
221
Mascoma Wealth Management
New Hampshire
-$46K -1,753 Closed
MWP
222
Meridian Wealth Partners
Pennsylvania
-$15K -585 Closed
MFT
223
Moisand Fitzgerald Tamayo
Florida
-$1K -43 Closed

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.