iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
297 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 114 reducing their positions, and 26 closing their positions.
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
1% more funds holding
Funds holding: 294 → 297 (+3)
2% more capital invested
Capital invested by funds: $1.67B → $1.7B (+$25.5M)
4% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 114
11% less funds holding in top 10
Funds holding in top 10: 19 → 17 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$156M |
| 2 |
Jane Street
New York
|
+$13.4M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$11.3M |
| 4 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$10.5M |
| 5 |
ECM
Exchange Capital Management
Ann Arbor,
Michigan
|
+$9.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$61M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$39.4M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$21.8M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.7M |
| 5 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$20.2M |
IBDO Hedge Fund Activity: Q2 2023 in Review
297 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q2 2023, worth a combined $1.7B — up 1.5% from $1.67B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IBDO positions and 26 closed out — a net gain of 3 holders — while 109 added to existing stakes and 114 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $156M. The largest seller was UBS Group, cutting an estimated $61M.
- 297 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q2 2023, up from 294 in Q1 2023.
- Funds reported $1.7B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q2 2023, up 1.5% quarter-over-quarter.
- 29 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q2 2023 and 26 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $156M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q2 2023 was UBS Group, an estimated $61M sold.
Based on aggregated 13F filings for Q2 2023.