iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
211 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 18 closing their positions.
78% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 18
41% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 59
6% more funds holding
Funds holding: 200 → 211 (+11)
2% more capital invested
Capital invested by funds: $1.19B → $1.22B (+$29.4M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
+$21.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.62M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.11M |
| 4 |
PSIWM
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
+$6.34M |
| 5 |
Morgan Stanley
New York
|
+$6.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$19.4M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$15.4M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$11.4M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.14M |
| 5 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$2.07M |
IBDO Hedge Fund Activity: Q4 2021 in Review
211 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2021, worth a combined $1.22B — up 2.5% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IBDO positions and 18 closed out — a net gain of 14 holders — while 83 added to existing stakes and 59 trimmed.
The largest buyer was Tobias Financial Advisors, opening a new position worth an estimated $21.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $19.4M sold.
- 211 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2021, up from 200 in Q3 2021.
- Funds reported $1.22B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2021, up 2.5% quarter-over-quarter.
- 32 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2021 and 18 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2021 was Tobias Financial Advisors, an estimated $21.1M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2021.