iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
246 hedge funds and large institutions have $1.38B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 64 reducing their positions, and 11 closing their positions.
173% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 11
67% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 64
50% more funds holding in top 10
Funds holding in top 10: 14 → 21 (+7)
15% more capital invested
Capital invested by funds: $1.19B → $1.38B (+$182M)
7% more funds holding
Funds holding: 229 → 246 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$31M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$26.4M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$25.3M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$22.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$18.2M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$16.9M |
| 3 |
Morgan Stanley
New York
|
-$8.34M |
| 4 |
ACIM
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
-$4.54M |
| 5 |
LC
Legacy CG
Plano,
Texas
|
-$2.85M |
IBDO Hedge Fund Activity: Q3 2022 in Review
246 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2022, worth a combined $1.38B — up 15% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IBDO positions and 11 closed out — a net gain of 19 holders — while 107 added to existing stakes and 64 trimmed.
The largest buyer was UBS Group, adding an estimated $31M. The largest seller was HighTower Advisors, exiting entirely with an estimated $18.2M sold.
- 246 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2022, up from 229 in Q2 2022.
- Funds reported $1.38B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2022, up 15% quarter-over-quarter.
- 30 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2022 and 11 closed out, a net change of +19 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2022 was UBS Group, an estimated $31M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $18.2M sold.
Based on aggregated 13F filings for Q3 2022.