We are live on ! Find out more
IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

30 hedge funds and large institutions have $74.1M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

20% more funds holding

Funds holding: 2530 (+5)

3% more capital invested

Capital invested by funds: $72.2M → $74.1M (+$1.96M)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
4
Closed
4
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
$23.5M +$5.58M +222,783 +31%
UCFA
2
United Capital Financial Advisors
Texas
$11.1M +$679K +27,127 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$8.29M
CIA
4
Capital Investment Advisors
Georgia
$6.04M +$3.15M +125,958 +107%
Morgan Stanley
5
Morgan Stanley
New York
$4.47M +$476K +19,022 +12%
Wells Fargo
6
Wells Fargo
California
$4.34M +$4.4M +175,664 New
Mariner
7
Mariner
Kansas
$3.79M +$1.08M +43,097 +39%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.2M +$66.9K +2,674 +3%
CAI
9
Capital Advisors Inc
Oklahoma
$1.98M +$2M +79,912 New
US Bancorp
10
US Bancorp
Minnesota
$1.97M +$1.08M +43,000 +117%
UBS Group
11
UBS Group
Switzerland
$991K +$171K +6,841 +21%
SFS
12
Sowell Financial Services
Arkansas
$795K +$805K +32,134 New
Jane Street
13
Jane Street
New York
$596K -$1.01M -40,329 -63%
TCCM
14
Timber Creek Capital Management
Massachusetts
$575K +$54.3K +2,170 +10%
APP
15
Avantax Planning Partners
Iowa
$512K +$519K +20,729 New
GWA
16
Guidant Wealth Advisors
Illinois
$346K +$77.9K +3,110 +29%
BA
17
Boston Advisors
Massachusetts
$299K -$120K -4,808 -28%
DE
18
Day & Ennis
Georgia
$298K +$302K +12,057 New
WGCA
19
Wolf Group Capital Advisors
Virginia
$268K +$272K +10,860 New
GLA
20
Great Lakes Advisors
Illinois
$266K +$270K +10,768 New
Wolverine Trading
21
Wolverine Trading
Illinois
$257K -$1.17M -46,843 -82%
MWM
22
Meridian Wealth Management
Kentucky
$256K +$259K +10,350 New
PAG
23
Private Advisor Group
New Jersey
$247K
UR
24
USCA RIA
Texas
$246K +$250K +9,966 New
VKH
25
Virtu KCG Holdings
New York
$210K -$2.46M -98,326 -92%

IBDO Hedge Fund Activity: Q4 2016 in Review

30 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2016, worth a combined $74.1M — up 2.7% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDO positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $5.58M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $10.4M sold.

  • 30 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2016, up from 25 in Q3 2016.
  • Funds reported $74.1M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2016 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2016 was Bank of America, an estimated $5.58M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2016.