iShares iBonds Mar 2023 Term Corporate ETF
IBDD
IBDD was delisted on the 30th of March, 2023.
5 hedge funds and large institutions have $23.2M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 24 closing their positions.
50% less capital invested
Capital invested by funds: $46.6M → $23.2M (-$23.5M)
83% less funds holding
Funds holding: 29 → 5 (-24)
96% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$22.7M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$345 |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$53 |
| 4 |
AIM
Anchor Investment Management
Columbia,
South Carolina
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
-$26.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.59M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.91M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| – | -$98 | -3,700 | Closed |
|
27
Osaic Holdings
Scottsdale,
Arizona
| – | -$51K | -1,910 | Closed |
|
|
BC
28
Barrett & Company
Providence,
Rhode Island
| – | -$9.63K | -363 | Closed |
|
29
Wells Fargo
San Francisco,
California
| – | -$5.3K | -200 | Closed |
|
IBDD Hedge Fund Activity: Q1 2023 in Review
5 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q1 2023, worth a combined $23.2M — down 50% from $46.6M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of IBDD and 1 opened new positions — a net loss of 23 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was Moloney Securities Asset Management, opening a new position worth an estimated $22.7M. The largest seller was US Bancorp, exiting entirely with an estimated $26.8M sold.
- 5 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q1 2023, down from 29 in Q4 2022.
- Funds reported $23.2M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q1 2023, down 50% quarter-over-quarter.
- 1 fund opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q1 2023 and 24 closed out, a net change of -23 holders.
- The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q1 2023 was Moloney Securities Asset Management, an estimated $22.7M added.
- The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q1 2023 was US Bancorp, an estimated $26.8M sold.
Based on aggregated 13F filings for Q1 2023.