iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
294 hedge funds and large institutions have $1.67B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 109 increasing their positions, 91 reducing their positions, and 25 closing their positions.
60% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 25
20% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 91
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
9% more capital invested
Capital invested by funds: $1.54B → $1.67B (+$133M)
4% more funds holding
Funds holding: 284 → 294 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$39.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$30.6M |
| 3 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$20.1M |
| 4 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$15.2M |
| 5 |
APS
American Planning Services
Sun City Center,
Florida
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$29.8M |
| 2 |
Morgan Stanley
New York
|
-$13.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.68M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$6M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$5.66M |
IBDO Hedge Fund Activity: Q1 2023 in Review
294 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q1 2023, worth a combined $1.67B — up 8.6% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IBDO positions and 25 closed out — a net gain of 15 holders — while 109 added to existing stakes and 91 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $39.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $29.8M.
- 294 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q1 2023, up from 284 in Q4 2022.
- Funds reported $1.67B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
- 40 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q1 2023 and 25 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q1 2023 was HighTower Advisors, an estimated $39.2M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $29.8M sold.
Based on aggregated 13F filings for Q1 2023.