iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
151 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 16 reducing their positions, and 5 closing their positions.
660% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 5
400% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 16
28% more capital invested
Capital invested by funds: $503M → $644M (+$141M)
24% more funds holding
Funds holding: 122 → 151 (+29)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$13.4M |
| 2 |
CIM
Corda Investment Management
Houston,
Texas
|
+$11.1M |
| 3 |
TF
TLWM Financial
San Antonio,
Texas
|
+$10M |
| 4 |
Morgan Stanley
New York
|
+$8.84M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$8.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.66M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$487K |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$372K |
| 4 |
EIA
Eldridge Investment Advisors
Manchester,
New Hampshire
|
-$263K |
| 5 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
|
-$260K |
IBDO Hedge Fund Activity: Q4 2019 in Review
151 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2019, worth a combined $644M — up 28% from $503M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IBDO positions and 5 closed out — a net gain of 33 holders — while 80 added to existing stakes and 16 trimmed.
The largest buyer was MV Capital Management, opening a new position worth an estimated $13.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.66M sold.
- 151 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2019, up from 122 in Q3 2019.
- Funds reported $644M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2019, up 28% quarter-over-quarter.
- 38 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2019 and 5 closed out, a net change of +33 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2019 was MV Capital Management, an estimated $13.4M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2019 was Citadel Advisors, an estimated $2.66M sold.
Based on aggregated 13F filings for Q4 2019.