iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
199 hedge funds and large institutions have $1.22B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 91 increasing their positions, 53 reducing their positions, and 27 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 53
0% more capital invested
Capital invested by funds: $1.22B → $1.22B (+$154K)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2.5% less ownership
Funds ownership: 71.03% → 68.53% (-2.5%)
6% less funds holding
Funds holding: 211 → 199 (-12)
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$18.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$14.6M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.43M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Tobias Financial Advisors
Plantation,
Florida
|
-$20.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$11M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.11M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.42M |
IBDO Hedge Fund Activity: Q1 2022 in Review
199 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2022, worth a combined $1.22B — up 0.01% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of IBDO and 20 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 91 added.
The largest buyer was Gateway Advisory, adding an estimated $18.7M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $20.9M sold.
- 199 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2022, down from 211 in Q4 2021.
- Funds reported $1.22B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2022, up 0.01% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2022 and 27 closed out, a net change of -7 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2022 was Gateway Advisory, an estimated $18.7M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2022.