We are live on ! Find out more
IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Delisted

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

Back to rankings

16 hedge funds and large institutions have $40.3M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

50% more capital invested

Capital invested by funds: $27M → $40.3M (+$13.4M)

45% more funds holding

Funds holding: 11 → 16 (+5)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.71M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.17M
3
Morgan Stanley
Morgan Stanley
New York
+$1.32M
4
Jane Street
Jane Street
New York
+$1.02M
5
UBS Group
UBS Group
Switzerland
+$461K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$15.1M +$6.71M +275,179 +84%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.49M +$288K +11,811 +3%
UCFA
3
United Capital Financial Advisors
Texas
$9.48M +$244K +10,031 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.23M +$2.17M +88,940 New
Morgan Stanley
5
Morgan Stanley
New York
$1.45M +$1.32M +54,129 +1,521%
Jane Street
6
Jane Street
New York
$1.05M +$1.02M +41,910 New
UBS Group
7
UBS Group
Switzerland
$972K +$461K +18,914 +95%
VKH
8
Virtu KCG Holdings
New York
$366K +$65.4K +2,682 +22%
IWMPD
9
Integrated Wealth Management (Palm Desert)
California
$104K +$20.4K +838 +25%
PCP
10
Proficio Capital Partners
Massachusetts
$62K – – –
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$54K +$52.2K +2,141 New
IA
12
IFP Advisors
Florida
$21K +$15.7K +643 +311%
MFS
13
MSI Financial Services
Massachusetts
$10K +$9.99K +410 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3K +$2.44K +100 New
BIM
15
BlackRock Investment Management
Delaware
$1K – – –
BCFS
16
Butensky & Cohen Financial Security
Florida
$1K +$682 +28 New
BlackRock
17
BlackRock
New York
– -$314K -13,000 Closed

IBDO Hedge Fund Activity: Q1 2016 in Review

16 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2016, worth a combined $40.3M — up 50% from $27M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBDO positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, adding an estimated $6.71M. The largest seller was BlackRock, exiting entirely with an estimated $314K sold.

  • 16 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2016, up from 11 in Q4 2015.
  • Funds reported $40.3M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2016, up 50% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2016 and 1 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2016 was Bank of America, an estimated $6.71M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2016 was BlackRock, an estimated $314K sold.

Based on aggregated 13F filings for Q1 2016.