iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
11 hedge funds and large institutions have $27M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
1,300% more capital invested
Capital invested by funds: $1.93M → $27M (+$25M)
267% more funds holding
Funds holding: 3 → 11 (+8)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.98M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.98M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$431K |
| 5 |
BlackRock
New York
|
+$317K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$622K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
1
United Capital Financial Advisors
Irving,
Texas
| $8.91M | +$8.98M | +368,577 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $8.87M | +$8.94M | +367,047 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $7.88M | +$6.98M | +286,589 | +728% |
|
|
4
UBS Group
Zurich,
Switzerland
| $481K | +$431K | +17,704 | +812% |
|
|
5
BlackRock
New York
| $314K | +$317K | +13,000 | New |
|
|
VKH
6
Virtu KCG Holdings
New York
| $288K | -$622K | -25,547 | -68% |
|
7
Morgan Stanley
New York
| $86K | +$86.7K | +3,559 | New |
|
|
IWMPD
8
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $80K | +$80.6K | +3,308 | New |
|
|
PCP
9
Proficio Capital Partners
Newton,
Massachusetts
| $59K | +$59.9K | +2,457 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $5K | +$5.04K | +207 | New |
|
|
BIM
11
BlackRock Investment Management
Wilmington,
Delaware
| $1K | +$999 | +41 | New |
|
IBDO Hedge Fund Activity: Q4 2015 in Review
11 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2015, worth a combined $27M — up 1,300% from $1.93M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBDO positions and 0 closed out — a net gain of 8 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $8.98M. The largest seller was Virtu KCG Holdings, cutting an estimated $622K.
- 11 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2015, up from 3 in Q3 2015.
- Funds reported $27M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2015, up 1,300% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2015 and 0 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2015 was United Capital Financial Advisors, an estimated $8.98M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2015 was Virtu KCG Holdings, an estimated $622K sold.
Based on aggregated 13F filings for Q4 2015.