iShares iBonds Mar 2023 Term Corporate ETF
IBDD
IBDD was delisted on the 30th of March, 2023.
26 hedge funds and large institutions have $30.4M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
13% more funds holding
Funds holding: 23 → 26 (+3)
4% more capital invested
Capital invested by funds: $29.3M → $30.4M (+$1.09M)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$4.32M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$318K |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$302K |
| 5 |
PIMG
Patriot Investment Management Group
Knoxville,
Tennessee
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.86M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$1.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.09M |
| 4 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$441K |
| 5 |
Morgan Stanley
New York
|
-$46.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $5K | -$6.06K | -229 | -53% |
|
|
CA
27
CoreCap Advisors
Southfield,
Michigan
| – | -$41K | -1,554 | Closed |
|
|
CIAS
28
CFS Investment Advisory Services
Totowa,
New Jersey
| – | +$302K | +11,426 | New |
|
IBDD Hedge Fund Activity: Q3 2022 in Review
26 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q3 2022, worth a combined $30.4M — up 3.7% from $29.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBDD positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was US Bancorp, adding an estimated $4.32M. The largest seller was Jane Street, cutting an estimated $2.86M.
- 26 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q3 2022, up from 23 in Q2 2022.
- Funds reported $30.4M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q3 2022, up 3.7% quarter-over-quarter.
- 5 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q3 2022 and 2 closed out, a net change of +3 holders.
- The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q3 2022 was US Bancorp, an estimated $4.32M added.
- The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q3 2022 was Jane Street, an estimated $2.86M sold.
Based on aggregated 13F filings for Q3 2022.