iShares iBonds Dec 2027 Term Corporate ETF
IBDS
147 hedge funds and large institutions have $900M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 12 closing their positions.
316% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 19
183% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 12
30% more capital invested
Capital invested by funds: $691M → $900M (+$209M)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
16% more funds holding
Funds holding: 127 → 147 (+20)
0.62% less ownership
Funds ownership: 79.65% → 79.03% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$50.9M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$20M |
| 3 |
CIM
Corda Investment Management
Houston,
Texas
|
+$16.5M |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
+$16.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$23.6M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$15.9M |
| 3 |
KA
Klingman & Associates
New York
|
-$15.3M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$6.09M |
| 5 |
Jane Street
New York
|
-$4.91M |
IBDS Hedge Fund Activity: Q4 2022 in Review
147 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q4 2022, worth a combined $900M — up 30% from $691M a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IBDS positions and 12 closed out — a net gain of 22 holders — while 79 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $50.9M. The largest seller was Aptus Capital Advisors, cutting an estimated $23.6M.
- 147 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q4 2022, up from 127 in Q3 2022.
- Funds reported $900M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q4 2022, up 30% quarter-over-quarter.
- 34 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q4 2022 and 12 closed out, a net change of +22 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q4 2022 was Bank of America, an estimated $50.9M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2022.