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IBDO

iShares iBonds Dec 2023 Term Corporate ETF
IBDO

Delisted

IBDO was delisted on the 15th of December, 2023.

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5 hedge funds and large institutions have $2.72M invested in iShares iBonds Dec 2023 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 287 → 5 (-282)

100% less capital invested

Capital invested by funds: $1.37B → $2.72M (-$1.37B)

100% less funds holding in top 10

Funds holding in top 10: 12 → 0 (-12)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 280

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
5
Holders Change
-282
Holders Change %
-98.26%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
280
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$148M
2
Morgan Stanley
Morgan Stanley
New York
-$63.1M
3
NA
NewEdge Advisors
Louisiana
-$51.4M
4
LPL Financial
LPL Financial
California
-$41.5M
5
Wells Fargo
Wells Fargo
California
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1
IFP Advisors
Florida
$2.6M -$41.4K -1,635 -2%
BTI
2
Blue Trust Inc
Georgia
$97K – – –
LWANC
3
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.7K -$2.75M -108,412 -100%
FGAM
4
Financial Gravity Asset Management
Texas
$10.6K – – –
OAJ
5
Ogorek Anthony Joseph
New York
$7K -$4.09M -161,463 -100%
HNB
6
Huntington National Bank
Ohio
$25 – – –
Bank of America
7
Bank of America
North Carolina
– -$148M -5,837,706 Closed
Morgan Stanley
8
Morgan Stanley
New York
– -$63.1M -2,489,781 Closed
NA
9
NewEdge Advisors
Louisiana
– -$51.4M -2,027,863 Closed
LPL Financial
10
LPL Financial
California
– -$41.5M -1,637,013 Closed
Wells Fargo
11
Wells Fargo
California
– -$40.8M -1,608,893 Closed
US Bancorp
12
US Bancorp
Minnesota
– -$37.8M -1,492,325 Closed
SL
13
Summitry LLC
California
– -$31.1M -1,225,919 Closed
UBS Group
14
UBS Group
Switzerland
– -$30.6M -1,208,289 Closed
GT
15
Glenview Trust
Kentucky
– -$28.9M -1,138,966 Closed
RJFSA
16
Raymond James Financial Services Advisors
Florida
– -$28.2M -1,110,212 Closed
Mariner
17
Mariner
Kansas
– -$26.1M -1,027,813 Closed
SB
18
Strategic Blueprint
Georgia
– -$22.3M -880,675 Closed
SIC
19
Sigma Investment Counselors
Michigan
– -$22.1M -871,042 Closed
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
– -$19.7M -777,366 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– -$18.6M -733,531 Closed
ICG
22
InterOcean Capital Group
Tennessee
– -$17.7M -697,793 Closed
RJA
23
Raymond James & Associates
Florida
– -$17.2M -678,018 Closed
Ameriprise
24
Ameriprise
Minnesota
– -$16.1M -633,261 Closed
RW
25
RVW Wealth
California
– -$15.1M -595,738 Closed
1
2 3 4 5

IBDO Hedge Fund Activity: Q4 2023 in Review

5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) for Q4 2023, worth a combined $2.72M — down 100% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 280 funds closed out of IBDO and 0 opened new positions — a net loss of 280 holders — while 3 trimmed existing stakes and 0 added.

The largest seller was Bank of America, exiting entirely with an estimated $148M sold.

  • 5 institutional investors held iShares iBonds Dec 2023 Term Corporate ETF (IBDO) as of Q4 2023, down from 287 in Q3 2023.
  • Funds reported $2.72M of iShares iBonds Dec 2023 Term Corporate ETF stock for Q4 2023, down 100% quarter-over-quarter.
  • 0 funds opened new iShares iBonds Dec 2023 Term Corporate ETF positions in Q4 2023 and 280 closed out, a net change of -280 holders.
  • The largest iShares iBonds Dec 2023 Term Corporate ETF seller in Q4 2023 was Bank of America, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.