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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

25 hedge funds and large institutions have $72.2M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

32% more capital invested

Capital invested by funds: $54.7M → $72.2M (+$17.5M)

25% more funds holding

Funds holding: 2025 (+5)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.7M +$1.35M +52,428 +8%
UCFA
2
United Capital Financial Advisors
Texas
$10.8M +$706K +27,493 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$10.4M +$564K +21,952 +6%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.72M
Morgan Stanley
5
Morgan Stanley
New York
$4.16M +$819K +31,882 +25%
CIA
6
Capital Investment Advisors
Georgia
$3.04M +$3.04M +118,210 New
Mariner
7
Mariner
Kansas
$2.83M +$2.83M +110,132 New
VKH
8
Virtu KCG Holdings
New York
$2.75M +$1.85M +72,067 +207%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$2.21M -$35.4K -1,377 -2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.8M +$1.8M +69,951 New
Jane Street
11
Jane Street
New York
$1.66M +$1.36M +52,936 +460%
Wolverine Trading
12
Wolverine Trading
Illinois
$1.48M +$1.47M +57,239 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.01M +$1.01M +39,148 New
US Bancorp
14
US Bancorp
Minnesota
$944K +$686K +26,707 +267%
UBS Group
15
UBS Group
Switzerland
$855K -$122K -4,758 -13%
TCCM
16
Timber Creek Capital Management
Massachusetts
$542K +$542K +21,095 New
BA
17
Boston Advisors
Massachusetts
$435K -$265K -10,325 -38%
GWA
18
Guidant Wealth Advisors
Illinois
$277K +$279K +10,848 New
PAG
19
Private Advisor Group
New Jersey
$233K
IWMPD
20
Integrated Wealth Management (Palm Desert)
California
$107K
PCP
21
Proficio Capital Partners
Massachusetts
$63K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$55K
IA
23
IFP Advisors
Florida
$34K +$28.9K +1,126 +544%
MFS
24
MSI Financial Services
Massachusetts
$11K
BCFS
25
Butensky & Cohen Financial Security
Florida
$5K +$4.11K +160 +571%

IBDO Hedge Fund Activity: Q3 2016 in Review

25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2016, worth a combined $72.2M — up 32% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IBDO positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $3.04M. The largest seller was Boston Advisors, cutting an estimated $265K.

  • 25 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2016, up from 20 in Q2 2016.
  • Funds reported $72.2M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2016, up 32% quarter-over-quarter.
  • 7 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2016 and 1 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2016 was Capital Investment Advisors, an estimated $3.04M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2016 was Boston Advisors, an estimated $265K sold.

Based on aggregated 13F filings for Q3 2016.