iShares iBonds Dec 2027 Term Corporate ETF
IBDS
117 hedge funds and large institutions have $602M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
81% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 26
27% more capital invested
Capital invested by funds: $474M → $602M (+$127M)
11% more funds holding
Funds holding: 105 → 117 (+12)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6.93% less ownership
Funds ownership: 87.4% → 80.46% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$74.7M |
| 2 |
KA
Klingman & Associates
New York
|
+$12M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.6M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$6.92M |
| 5 |
AF
Arrow Financial
Glens Falls,
New York
|
+$6.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$3.16M |
| 2 |
AC
Avestar Capital
New York
|
-$1.86M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.66M |
| 4 |
Morgan Stanley
New York
|
-$1.6M |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$1.46M |
IBDS Hedge Fund Activity: Q2 2022 in Review
117 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q2 2022, worth a combined $602M — up 27% from $474M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBDS positions and 10 closed out — a net gain of 12 holders — while 47 added to existing stakes and 26 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $74.7M. The largest seller was Truist Financial, cutting an estimated $3.16M.
- 117 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q2 2022, up from 105 in Q1 2022.
- Funds reported $602M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q2 2022, up 27% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q2 2022 and 10 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q2 2022 was Aptus Capital Advisors, an estimated $74.7M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q2 2022 was Truist Financial, an estimated $3.16M sold.
Based on aggregated 13F filings for Q2 2022.