iShares iBonds Mar 2023 Term Corporate ETF
IBDD
IBDD was delisted on the 30th of March, 2023.
20 hedge funds and large institutions have $23.8M invested in iShares iBonds Mar 2023 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
12% more capital invested
Capital invested by funds: $21.3M → $23.8M (+$2.49M)
5% less funds holding
Funds holding: 21 → 20 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.49M |
| 2 |
AA
Alesco Advisors
Pittsford,
New York
|
+$1.21M |
| 3 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$306K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$217K |
| 5 |
LPL Financial
San Diego,
California
|
+$186K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$977K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$509K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$176K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$89K |
| 5 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
-$76.2K |
IBDD Hedge Fund Activity: Q1 2022 in Review
20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ETF (IBDD) for Q1 2022, worth a combined $23.8M — up 12% from $21.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IBDD and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.
The largest buyer was UBS Group, adding an estimated $2.49M. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $977K sold.
- 20 institutional investors held iShares iBonds Mar 2023 Term Corporate ETF (IBDD) as of Q1 2022, down from 21 in Q4 2021.
- Funds reported $23.8M of iShares iBonds Mar 2023 Term Corporate ETF stock for Q1 2022, up 12% quarter-over-quarter.
- 2 funds opened new iShares iBonds Mar 2023 Term Corporate ETF positions in Q1 2022 and 3 closed out, a net change of -1 holder.
- The largest iShares iBonds Mar 2023 Term Corporate ETF buyer in Q1 2022 was UBS Group, an estimated $2.49M added.
- The largest iShares iBonds Mar 2023 Term Corporate ETF seller in Q1 2022 was D.A. Davidson & Co, an estimated $977K sold.
Based on aggregated 13F filings for Q1 2022.