iShares iBonds Dec 2023 Term Corporate ETF
IBDO
IBDO was delisted on the 15th of December, 2023.
287 hedge funds and large institutions have $1.37B invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 129 reducing their positions, and 33 closing their positions.
3% less funds holding
Funds holding: 297 → 287 (-10)
12% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 33
19% less capital invested
Capital invested by funds: $1.7B → $1.37B (-$328M)
29% less funds holding in top 10
Funds holding in top 10: 17 → 12 (-5)
39% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$12.6M |
| 2 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
+$12.3M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.49M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$6.37M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$157M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$27.3M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$20.1M |
| 4 |
APS
American Planning Services
Sun City Center,
Florida
|
-$15.2M |
| 5 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
-$13.4M |
IBDO Hedge Fund Activity: Q3 2023 in Review
287 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q3 2023, worth a combined $1.37B — down 19% from $1.7B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of IBDO and 29 opened new positions — a net loss of 4 holders — while 129 trimmed existing stakes and 79 added.
The largest buyer was Summitry LLC, adding an estimated $12.6M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $157M.
- 287 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q3 2023, down from 297 in Q2 2023.
- Funds reported $1.37B of iShares iBonds Dec 2023 Term Corporate ETF stock for Q3 2023, down 19% quarter-over-quarter.
- 29 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q3 2023 and 33 closed out, a net change of -4 holders.
- The largest iShares iBonds Dec 2023 Term Corporate ETF buyer in Q3 2023 was Summitry LLC, an estimated $12.6M added.
- The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $157M sold.
Based on aggregated 13F filings for Q3 2023.