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.

116 hedge funds and large institutions have $476M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 15

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more capital invested

Capital invested by funds: $417M → $476M (+$59.2M)

4% more funds holding

Funds holding: 112116 (+4)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
18
Increased
68
Reduced
15
Closed
10
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
$45M +$3.12M +124,657 +8%
UBS Group
2
UBS Group
Switzerland
$34M +$5.08M +202,821 +18%
Morgan Stanley
3
Morgan Stanley
New York
$32.2M +$5.45M +217,727 +21%
Wells Fargo
4
Wells Fargo
California
$27.2M +$235K +9,366 +0.9%
CAI
5
Capital Advisors Inc
Oklahoma
$25.6M +$21.9M +874,302 +649%
MFWM
6
Motley Fool Wealth Management
Virginia
$25M -$896K -35,765 -4%
RW
7
RVW Wealth
California
$21.7M +$1.33M +53,293 +7%
Jane Street
8
Jane Street
New York
$18M +$11.6M +464,533 +191%
CIA
9
Capital Investment Advisors
Georgia
$15.9M +$968K +38,656 +7%
ACA
10
Aptus Capital Advisors
Alabama
$15.1M +$2.29M +91,285 +18%
LPL Financial
11
LPL Financial
California
$12M +$1.57M +62,838 +15%
US Bancorp
12
US Bancorp
Minnesota
$11.6M +$729K +29,098 +7%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.3M
SIC
14
Sigma Investment Counselors
Michigan
$9.7M +$893K +35,636 +10%
TF
15
TLWM Financial
Texas
$8.93M
Stifel Financial
16
Stifel Financial
Missouri
$7.72M -$6.22M -248,274 -45%
GA
17
Gateway Advisory
New Jersey
$7.15M +$166K +6,635 +2%
UCFA
18
United Capital Financial Advisors
Texas
$6.44M +$949K +37,895 +18%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$5.91M +$5.83M +232,549 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.62M +$813K +32,447 +17%
DE
21
Day & Ennis
Georgia
$5.58M +$311K +12,396 +6%
RJA
22
Raymond James & Associates
Florida
$5.52M +$909K +36,287 +20%
CTC
23
Central Trust Company
Missouri
$5.29M +$402K +16,045 +8%
CIM
24
Corda Investment Management
Texas
$5.09M +$468K +18,695 +10%
AIA
25
Arcadia Investment Advisors
Idaho
$5.03M +$3.03M +120,841 +157%

IBDO Hedge Fund Activity: Q2 2019 in Review

116 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2019, worth a combined $476M — up 14% from $417M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDO positions and 10 closed out — a net gain of 8 holders — while 68 added to existing stakes and 15 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $21.9M. The largest seller was Stifel Financial, cutting an estimated $6.22M.

  • 116 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2019, up from 112 in Q1 2019.
  • Funds reported $476M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2019, up 14% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2019 and 10 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $21.9M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $6.22M sold.

Based on aggregated 13F filings for Q2 2019.