iShares iBonds Dec 2027 Term Corporate ETF
IBDS
210 hedge funds and large institutions have $1.17B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 38 reducing their positions, and 4 closing their positions.
825% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 4
184% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 38
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
15% more funds holding
Funds holding: 183 → 210 (+27)
1% more capital invested
Capital invested by funds: $1.16B → $1.17B (+$8.36M)
1.2% less ownership
Funds ownership: 76.48% → 75.28% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Klingman & Associates
New York
|
+$24.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.4M |
| 3 |
Morgan Stanley
New York
|
+$9.78M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.09M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$35.6M |
| 2 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$18.5M |
| 3 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$8.12M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.26M |
| 5 |
BSG
Black Swift Group
Boulder,
Colorado
|
-$3.76M |
IBDS Hedge Fund Activity: Q3 2023 in Review
210 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q3 2023, worth a combined $1.17B — up 0.72% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new IBDS positions and 4 closed out — a net gain of 33 holders — while 108 added to existing stakes and 38 trimmed.
The largest buyer was Klingman & Associates, opening a new position worth an estimated $24.8M. The largest seller was Aptus Capital Advisors, cutting an estimated $35.6M.
- 210 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2023, up from 183 in Q2 2023.
- Funds reported $1.17B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q3 2023, up 0.72% quarter-over-quarter.
- 37 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q3 2023 and 4 closed out, a net change of +33 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q3 2023 was Klingman & Associates, an estimated $24.8M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $35.6M sold.
Based on aggregated 13F filings for Q3 2023.