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IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Delisted

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

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49 hedge funds and large institutions have $183M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 3

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

35% more capital invested

Capital invested by funds: $135M → $183M (+$47.3M)

32% more funds holding

Funds holding: 37 → 49 (+12)

Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
27
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$22.5M
2
UBS Group
UBS Group
Switzerland
+$6.43M
3
Bank of America
Bank of America
North Carolina
+$2.74M
4
Wells Fargo
Wells Fargo
California
+$2.13M
5
Morgan Stanley
Morgan Stanley
New York
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.62M
2
Wolverine Trading
Wolverine Trading
Illinois
-$1.07M
3
Mariner
Mariner
Kansas
-$241K
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$3K
5
BA
Boston Advisors
Massachusetts
-$2.27K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$32.4M +$2.74M +108,800 +9%
CAI
2
Capital Advisors Inc
Oklahoma
$22.4M +$22.5M +895,158 New
MFWM
3
Motley Fool Wealth Management
Virginia
$13.9M +$984K +39,094 +8%
UCFA
4
United Capital Financial Advisors
Texas
$13.9M +$319K +12,688 +2%
UBS Group
5
UBS Group
Switzerland
$13.7M +$6.43M +255,479 +87%
HighTower Advisors
6
HighTower Advisors
Illinois
$12.4M – – –
CIA
7
Capital Investment Advisors
Georgia
$10.8M +$435K +17,300 +4%
Morgan Stanley
8
Morgan Stanley
New York
$8.11M +$1.59M +63,196 +24%
US Bancorp
9
US Bancorp
Minnesota
$7.17M +$773K +30,736 +12%
GA
10
Gateway Advisory
New Jersey
$5.61M +$78.6K +3,124 +1%
MGIA
11
Matthew Goff Investment Advisor
Texas
$5.51M +$330K +13,124 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.77M +$667K +26,525 +21%
Mariner
13
Mariner
Kansas
$3.75M -$241K -9,559 -6%
MMHP
14
Murphy Middleton Hinkle & Parker
Georgia
$3.06M +$3.07M +121,944 New
Wells Fargo
15
Wells Fargo
California
$2.96M +$2.13M +84,633 +252%
SWMG
16
Signature Wealth Management Group
Georgia
$2.31M +$2.31M +91,923 New
LWM
17
Lenox Wealth Management
Ohio
$1.7M +$187K +7,446 +12%
LWM
18
Lyell Wealth Management
California
$1.67M +$230K +9,150 +16%
TCCM
19
Timber Creek Capital Management
Massachusetts
$1.56M +$156K +6,194 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.53M +$69.4K +2,757 +5%
GP
21
Geneva Partners
Wisconsin
$1.31M +$574K +22,813 +77%
Ameriprise
22
Ameriprise
Minnesota
$1.22M +$792K +31,484 +182%
CTC
23
Central Trust Company
Missouri
$958K +$962K +38,215 New
SI
24
SII Investments
Wisconsin
$940K – – –
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$775K +$778K +30,933 New
1
2 3

IBDO Hedge Fund Activity: Q4 2017 in Review

49 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2017, worth a combined $183M — up 35% from $135M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDO positions and 2 closed out — a net gain of 12 holders — while 27 added to existing stakes and 3 trimmed.

The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $22.5M. The largest seller was Jane Street, cutting an estimated $1.62M.

  • 49 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2017, up from 37 in Q3 2017.
  • Funds reported $183M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2017, up 35% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2017 and 2 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2017 was Capital Advisors Inc, an estimated $22.5M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2017 was Jane Street, an estimated $1.62M sold.

Based on aggregated 13F filings for Q4 2017.