iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
284 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 101 increasing their positions, 83 reducing their positions, and 19 closing their positions.
211% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 19
22% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 83
15% more funds holding
Funds holding: 246 → 284 (+38)
12% more capital invested
Capital invested by funds: $1.38B → $1.54B (+$163M)
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$24.6M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15.5M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$14.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$25.2M |
| 2 |
Jane Street
New York
|
-$15.9M |
| 3 |
MCM
MV Capital Management
Bethesda,
Maryland
|
-$11.8M |
| 4 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$11M |
| 5 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
-$9.09M |
IBDO Hedge Fund Activity: Q4 2022 in Review
284 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2022, worth a combined $1.54B — up 12% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IBDO positions and 19 closed out — a net gain of 40 holders — while 101 added to existing stakes and 83 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $24.6M. The largest seller was CFS Investment Advisory Services, cutting an estimated $25.2M.
- 284 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2022, up from 246 in Q3 2022.
- Funds reported $1.54B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 59 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2022 and 19 closed out, a net change of +40 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q4 2022 was NewEdge Advisors, an estimated $24.6M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $25.2M sold.
Based on aggregated 13F filings for Q4 2022.