iShares iBonds Dec 2027 Term Corporate ETF
IBDS
105 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 8 closing their positions.
104% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 25
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
25% more capital invested
Capital invested by funds: $379M → $474M (+$95.1M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more ownership
Funds ownership: 68.4% → 87.4% (+19%)
5% more funds holding
Funds holding: 100 → 105 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$97.2M |
| 2 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$8.73M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.33M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.32M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$11M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$4.13M |
| 3 |
Morgan Stanley
New York
|
-$3.55M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$1.58M |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$572K |
IBDS Hedge Fund Activity: Q1 2022 in Review
105 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2022, worth a combined $474M — up 25% from $379M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBDS positions and 8 closed out — a net gain of 5 holders — while 51 added to existing stakes and 25 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $97.2M. The largest seller was Wells Fargo, cutting an estimated $11M.
- 105 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2022, up from 100 in Q4 2021.
- Funds reported $474M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2022, up 25% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2022 and 8 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2022 was Aptus Capital Advisors, an estimated $97.2M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2022 was Wells Fargo, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2022.