iShares iBonds Dec 2027 Term Corporate ETF
IBDS
173 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 94 increasing their positions, 23 reducing their positions, and 5 closing their positions.
636% more capital inflows, than outflows
Capital inflows: $233M | Capital outflows: $31.6M
540% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 5
309% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 23
17% more funds holding
Funds holding: 148 → 173 (+25)
0.2% more ownership
Funds ownership: 79.03% → 79.23% (+0.2%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Miracle Mile Advisors
Los Angeles,
California
|
+$34.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.5M |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$16.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$14M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$23.4M |
| 2 |
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$2.7M |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
-$1.69M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 5 |
Sigma Investment Counselors
Northville,
Michigan
|
-$605K |
IBDS Hedge Fund Activity: Q1 2023 in Review
173 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2023, worth a combined $1.11B — up 24% from $900M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IBDS positions and 5 closed out — a net gain of 27 holders — while 94 added to existing stakes and 23 trimmed.
The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $34.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $23.4M.
- 173 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2023, up from 148 in Q4 2022.
- Funds reported $1.11B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2023, up 24% quarter-over-quarter.
- 32 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2023 and 5 closed out, a net change of +27 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2023 was Miracle Mile Advisors, an estimated $34.2M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2023 was Aptus Capital Advisors, an estimated $23.4M sold.
Based on aggregated 13F filings for Q1 2023.