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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
ST
201
Spinnaker Trust
Maine
– -$363K -14,317 Closed
SF
202
Safeguard Financial
Wisconsin
– -$359K -14,175 Closed
KP
203
Keel Point
Alabama
– -$358K -14,114 Closed
PAS
204
Park Avenue Securities
New York
– -$356K -14,045 Closed
AIM
205
Arcadia Investment Management
Michigan
– -$354K -13,975 Closed
AAS
206
Avantax Advisory Services
Texas
– -$354K -13,971 Closed
AM
207
Atwater Malick
Pennsylvania
– -$350K -13,788 Closed
GAM
208
Gould Asset Management
California
– -$349K -13,745 Closed
KCM
209
Kathmere Capital Management
Pennsylvania
– -$336K -13,260 Closed
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
– -$319K -12,592 Closed
SL
211
SWMG LLC
Texas
– -$315K -12,402 Closed
SFA
212
Sequoia Financial Advisors
Ohio
– -$291K -11,458 Closed
PIMG
213
Patriot Investment Management Group
Tennessee
– -$288K -11,355 Closed
SWPG
214
Strategic Wealth Partners Group
Illinois
– -$286K -11,288 Closed
PWA
215
Provenance Wealth Advisors
Florida
– -$281K -11,083 Closed
Comerica Bank
216
Comerica Bank
Texas
– -$278K -10,975 Closed
HPC
217
HM Payson & Co
Maine
– -$278K -10,950 Closed
CWS
218
Cypress Wealth Services
California
– -$272K -10,743 Closed
KAS
219
KPP Advisory Services
Kentucky
– -$262K -10,350 Closed
CAN
220
Cetera Advisor Networks
California
– -$254K -10,010 Closed
PB
221
Pinnacle Bancorp
Nebraska
– -$254K -10,000 Closed
AWM
222
Avior Wealth Management
Nebraska
– -$251K -9,917 Closed
CIA
223
Choate Investment Advisors
Massachusetts
– -$246K -9,686 Closed
MA
224
MKT Advisors
California
– -$244K -9,653 Closed
LWM
225
Laidlaw Wealth Management
New York
– -$242K -9,550 Closed
7 8
9
10 11

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.