iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
82 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
214% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 14
15% more funds holding
Funds holding: 71 → 82 (+11)
10% more capital invested
Capital invested by funds: $287M → $315M (+$28.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.38M |
| 2 |
Morgan Stanley
New York
|
+$5.22M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.58M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$3M |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$2.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.24M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.42M |
| 3 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$1.11M |
| 4 |
GP
Geneva Partners
Lake Geneva,
Wisconsin
|
-$1.1M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$1.04M |
IBDO Hedge Fund Activity: Q3 2018 in Review
82 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2018, worth a combined $315M — up 9.9% from $287M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBDO positions and 2 closed out — a net gain of 11 holders — while 44 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $5.38M. The largest seller was United Capital Financial Advisors, cutting an estimated $5.24M.
- 82 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2018, up from 71 in Q2 2018.
- Funds reported $315M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2018, up 9.9% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2018 and 2 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $5.38M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $5.24M sold.
Based on aggregated 13F filings for Q3 2018.