iShares iBonds Dec 2027 Term Corporate ETF
IBDS
183 hedge funds and large institutions have $1.16B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 40 reducing their positions, and 15 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 40
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
6% more funds holding
Funds holding: 172 → 183 (+11)
4% more capital invested
Capital invested by funds: $1.11B → $1.16B (+$49.6M)
2.75% less ownership
Funds ownership: 79.23% → 76.48% (-2.7%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$20M |
| 2 |
Morgan Stanley
New York
|
+$14.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$11.2M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$8.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$52.8M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$40M |
| 3 |
CIM
Corda Investment Management
Houston,
Texas
|
-$18.9M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$12.9M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.19M |
IBDS Hedge Fund Activity: Q2 2023 in Review
183 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q2 2023, worth a combined $1.16B — up 4.4% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBDS positions and 15 closed out — a net gain of 12 holders — while 97 added to existing stakes and 40 trimmed.
The largest buyer was Houlihan Financial Resource Group, adding an estimated $20M. The largest seller was Wilbanks Smith & Thomas Asset Management, cutting an estimated $52.8M.
- 183 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q2 2023, up from 172 in Q1 2023.
- Funds reported $1.16B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q2 2023, up 4.4% quarter-over-quarter.
- 27 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q2 2023 and 15 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $20M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q2 2023 was Wilbanks Smith & Thomas Asset Management, an estimated $52.8M sold.
Based on aggregated 13F filings for Q2 2023.