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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

38 hedge funds and large institutions have $110M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

19% more funds holding

Funds holding: 3238 (+6)

8% more capital invested

Capital invested by funds: $102M → $110M (+$8.03M)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
3
Closed
3
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
$28.5M +$2.3M +91,260 +9%
UCFA
2
United Capital Financial Advisors
Texas
$13.2M +$1.04M +41,529 +9%
HighTower Advisors
3
HighTower Advisors
Illinois
$11.2M
CIA
4
Capital Investment Advisors
Georgia
$10M +$662K +26,299 +7%
MFWM
5
Motley Fool Wealth Management
Virginia
$6.24M +$202K +8,020 +3%
Morgan Stanley
6
Morgan Stanley
New York
$6.02M +$779K +30,958 +15%
GA
7
Gateway Advisory
New Jersey
$5.29M +$267K +10,602 +5%
US Bancorp
8
US Bancorp
Minnesota
$4.57M +$1.31M +51,973 +40%
UBS Group
9
UBS Group
Switzerland
$4.16M +$2.2M +87,486 +113%
Mariner
10
Mariner
Kansas
$3.96M -$394K -15,664 -9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.58M +$310K +12,332 +14%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.43M +$189K +7,515 +15%
TCCM
13
Timber Creek Capital Management
Massachusetts
$1.38M +$642K +25,525 +87%
LWM
14
Lenox Wealth Management
Ohio
$1.23M +$1.23M +48,760 New
Jane Street
15
Jane Street
New York
$1.18M +$1.18M +46,830 New
BCM
16
Bluefin Capital Management
New York
$1.09M
LPL Financial
17
LPL Financial
California
$1.05M +$151K +6,000 +17%
PAG
18
Private Advisor Group
New Jersey
$817K
SFS
19
Sowell Financial Services
Arkansas
$774K +$77.1K +3,065 +11%
DE
20
Day & Ennis
Georgia
$616K +$261K +10,383 +74%
APP
21
Avantax Planning Partners
Iowa
$595K +$21.8K +868 +4%
GWA
22
Guidant Wealth Advisors
Illinois
$522K +$15.1K +602 +3%
SI
23
SII Investments
Wisconsin
$498K
Wells Fargo
24
Wells Fargo
California
$495K -$4.45M -177,040 -90%
GLA
25
Great Lakes Advisors
Illinois
$390K +$72.9K +2,896 +23%

IBDO Hedge Fund Activity: Q2 2017 in Review

38 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2017, worth a combined $110M — up 7.9% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDO positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, adding an estimated $2.3M. The largest seller was Wells Fargo, cutting an estimated $4.45M.

  • 38 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2017, up from 32 in Q1 2017.
  • Funds reported $110M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2017, up 7.9% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2017 and 3 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2017 was Bank of America, an estimated $2.3M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2017 was Wells Fargo, an estimated $4.45M sold.

Based on aggregated 13F filings for Q2 2017.