iShares iBonds Dec 2027 Term Corporate ETF
IBDS
127 hedge funds and large institutions have $691M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 27 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
130% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 27
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
15% more capital invested
Capital invested by funds: $602M → $691M (+$89.2M)
9% more funds holding
Funds holding: 117 → 127 (+10)
0.82% less ownership
Funds ownership: 80.46% → 79.65% (-0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$52.3M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$24.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$12.9M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$8.24M |
| 5 |
BO
BRR OpCo
Columbus,
Ohio
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$18.7M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$13.6M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$6.84M |
| 4 |
LC
Legacy CG
Plano,
Texas
|
-$2.74M |
| 5 |
TF
TLWM Financial
San Antonio,
Texas
|
-$1.65M |
IBDS Hedge Fund Activity: Q3 2022 in Review
127 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q3 2022, worth a combined $691M — up 15% from $602M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBDS positions and 4 closed out — a net gain of 12 holders — while 62 added to existing stakes and 27 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $52.3M. The largest seller was Capital Advisors Inc, cutting an estimated $18.7M.
- 127 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2022, up from 117 in Q2 2022.
- Funds reported $691M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q3 2022, up 15% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q3 2022 and 4 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q3 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $52.3M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q3 2022 was Capital Advisors Inc, an estimated $18.7M sold.
Based on aggregated 13F filings for Q3 2022.