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IBDO

iShares iBonds Dec 2023 Term Corporate ETF

Delisted

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

122 hedge funds and large institutions have $503M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more capital invested

Capital invested by funds: $476M → $503M (+$26.7M)

5% more funds holding

Funds holding: 116122 (+6)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
2.67%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
17
Increased
64
Reduced
24
Closed
11
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
$49M +$3.67M +143,923 +8%
Morgan Stanley
2
Morgan Stanley
New York
$36.1M +$3.56M +139,836 +11%
UBS Group
3
UBS Group
Switzerland
$35.8M +$1.57M +61,449 +5%
Wells Fargo
4
Wells Fargo
California
$31.3M +$3.94M +154,710 +14%
CAI
5
Capital Advisors Inc
Oklahoma
$25.6M
MFWM
6
Motley Fool Wealth Management
Virginia
$24.6M -$556K -21,802 -2%
RW
7
RVW Wealth
California
$21.3M -$497K -19,511 -2%
ACA
8
Aptus Capital Advisors
Alabama
$20.6M +$5.41M +212,280 +36%
CIA
9
Capital Investment Advisors
Georgia
$16.8M +$794K +31,170 +5%
LPL Financial
10
LPL Financial
California
$13.9M +$1.79M +70,162 +15%
US Bancorp
11
US Bancorp
Minnesota
$12.2M +$550K +21,574 +5%
SIC
12
Sigma Investment Counselors
Michigan
$10.9M +$1.18M +46,120 +12%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.5M
TF
14
TLWM Financial
Texas
$9.65M
GWA
15
Guidant Wealth Advisors
Illinois
$8.03M +$7.25M +284,361 +974%
Stifel Financial
16
Stifel Financial
Missouri
$7.97M +$190K +7,466 +2%
GA
17
Gateway Advisory
New Jersey
$7.25M +$48.1K +1,886 +0.7%
CIM
18
Corda Investment Management
Texas
$6.52M +$1.38M +54,345 +27%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$6.48M +$526K +20,654 +9%
CTC
20
Central Trust Company
Missouri
$6.46M +$1.1M +43,165 +21%
UCFA
21
United Capital Financial Advisors
Texas
$6.31M -$176K -6,920 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.87M +$208K +8,155 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.84M +$1.5M +59,005 +35%
RJA
24
Raymond James & Associates
Florida
$5.74M +$177K +6,965 +3%
DE
25
Day & Ennis
Georgia
$5.61M -$12K -471 -0.2%

IBDO Hedge Fund Activity: Q3 2019 in Review

122 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2019, worth a combined $503M — up 5.6% from $476M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDO positions and 11 closed out — a net gain of 6 holders — while 64 added to existing stakes and 24 trimmed.

The largest buyer was Guidant Wealth Advisors, adding an estimated $7.25M. The largest seller was Jane Street, exiting entirely with an estimated $18M sold.

  • 122 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2019, up from 116 in Q2 2019.
  • Funds reported $503M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2019, up 5.6% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2019 and 11 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2019 was Guidant Wealth Advisors, an estimated $7.25M added.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2019 was Jane Street, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2019.