iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
228 hedge funds and large institutions have $1.19B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 91 increasing their positions, 55 reducing their positions, and 13 closing their positions.
238% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 13
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
65% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 55
15% more funds holding
Funds holding: 199 → 228 (+29)
2% less capital invested
Capital invested by funds: $1.22B → $1.19B (-$28.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$28.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$18.3M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$15.4M |
| 4 |
Morgan Stanley
New York
|
+$11.3M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$180M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$38.1M |
| 3 |
AA
AlphaMark Advisors
Ft. Wright,
Kentucky
|
-$3.18M |
| 4 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$1.61M |
| 5 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
-$1.5M |
IBDO Hedge Fund Activity: Q2 2022 in Review
228 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2022, worth a combined $1.19B — down 2.3% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IBDO positions and 13 closed out — a net gain of 31 holders — while 91 added to existing stakes and 55 trimmed.
The largest buyer was Bank of America, adding an estimated $28.2M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $180M sold.
- 228 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2022, up from 199 in Q1 2022.
- Funds reported $1.19B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2022, down 2.3% quarter-over-quarter.
- 44 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2022 and 13 closed out, a net change of +31 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2022 was Bank of America, an estimated $28.2M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $180M sold.
Based on aggregated 13F filings for Q2 2022.