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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

32 hedge funds and large institutions have $102M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $74.1M → $102M (+$27.8M)

7% more funds holding

Funds holding: 3032 (+2)

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
2
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
$25.9M +$2.24M +90,335 +10%
UCFA
2
United Capital Financial Advisors
Texas
$12M +$818K +32,954 +7%
HighTower Advisors
3
HighTower Advisors
Illinois
$10.7M
CIA
4
Capital Investment Advisors
Georgia
$9.27M +$3.18M +128,152 +52%
MFWM
5
Motley Fool Wealth Management
Virginia
$5.96M +$5.94M +239,424 New
Morgan Stanley
6
Morgan Stanley
New York
$5.18M +$669K +26,951 +15%
GA
7
Gateway Advisory
New Jersey
$5.01M +$4.94M +199,302 New
Wells Fargo
8
Wells Fargo
California
$4.9M +$521K +21,015 +12%
Mariner
9
Mariner
Kansas
$4.3M +$486K +19,579 +13%
US Bancorp
10
US Bancorp
Minnesota
$3.22M +$1.23M +49,495 +62%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.24M +$28.2K +1,137 +1%
Wolverine Trading
12
Wolverine Trading
Illinois
$2.15M +$1.89M +76,279 +734%
UBS Group
13
UBS Group
Switzerland
$1.93M +$925K +37,293 +93%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.22M +$1.06M +42,599 +662%
LPL Financial
15
LPL Financial
California
$893K +$888K +35,807 New
TCCM
16
Timber Creek Capital Management
Massachusetts
$728K +$148K +5,965 +26%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$698K +$695K +28,014 New
SFS
18
Sowell Financial Services
Arkansas
$695K -$114K -4,594 -14%
BCM
19
Bluefin Capital Management
New York
$610K
PAG
20
Private Advisor Group
New Jersey
$584K
APP
21
Avantax Planning Partners
Iowa
$567K +$50K +2,017 +10%
Citadel Advisors
22
Citadel Advisors
Florida
$546K +$543K +21,904 New
GWA
23
Guidant Wealth Advisors
Illinois
$502K +$154K +6,205 +44%
DE
24
Day & Ennis
Georgia
$351K +$50K +2,014 +17%
BA
25
Boston Advisors
Massachusetts
$345K +$43.1K +1,737 +14%

IBDO Hedge Fund Activity: Q1 2017 in Review

32 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2017, worth a combined $102M — up 37% from $74.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBDO positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 2 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $5.94M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $1.98M sold.

  • 32 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2017, up from 30 in Q4 2016.
  • Funds reported $102M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2017, up 37% quarter-over-quarter.
  • 8 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2017 and 4 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2017 was Motley Fool Wealth Management, an estimated $5.94M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2017 was Capital Advisors Inc, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2017.