iShares iBonds Mar 2023 Term Corporate ETF
IBDD
IBDD was delisted on the 30th of March, 2023.
29 hedge funds and large institutions have $46.6M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
54% more capital invested
Capital invested by funds: $30.4M → $46.6M (+$16.3M)
12% more funds holding
Funds holding: 26 → 29 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$10.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.62M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$1.18M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$133K |
| 2 |
EIP
Ellis Investment Partners
Berwyn,
Pennsylvania
|
-$100K |
| 3 |
Mariner
Overland Park,
Kansas
|
-$60.1K |
| 4 |
Morgan Stanley
New York
|
-$59.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$44.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10.7K | +$10.7K | +403 | New |
|
|
BC
27
Barrett & Company
Providence,
Rhode Island
| $9.63K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $5.3K | – | – | – |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $98 | +$97.9K | +3,700 | New |
|
|
EIP
30
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$100K | -3,816 | Closed |
|
IBDD Hedge Fund Activity: Q4 2022 in Review
29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q4 2022, worth a combined $46.6M — up 54% from $30.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IBDD positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was US Bancorp, adding an estimated $10.1M. The largest seller was Osaic Holdings, cutting an estimated $133K.
- 29 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q4 2022, up from 26 in Q3 2022.
- Funds reported $46.6M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q4 2022, up 54% quarter-over-quarter.
- 5 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q4 2022 and 2 closed out, a net change of +3 holders.
- The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q4 2022 was US Bancorp, an estimated $10.1M added.
- The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q4 2022 was Osaic Holdings, an estimated $133K sold.
Based on aggregated 13F filings for Q4 2022.