iShares iBonds Dec 2027 Term Corporate ETF
IBDS
270 hedge funds and large institutions have $1.42B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 128 increasing their positions, 46 reducing their positions, and 8 closing their positions.
763% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 8
178% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 46
29% more funds holding
Funds holding: 210 → 270 (+60)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
21% more capital invested
Capital invested by funds: $1.17B → $1.42B (+$246M)
3.7% less ownership
Funds ownership: 75.28% → 71.58% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$20.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.1M |
| 3 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$11M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.48M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$9.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Klingman & Associates
New York
|
-$24.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.32M |
| 3 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
-$8.08M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$4.99M |
| 5 |
Bank of New York Mellon
New York
|
-$4.25M |
IBDS Hedge Fund Activity: Q4 2023 in Review
270 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q4 2023, worth a combined $1.42B — up 21% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IBDS positions and 8 closed out — a net gain of 61 holders — while 128 added to existing stakes and 46 trimmed.
The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $20.2M. The largest seller was Klingman & Associates, exiting entirely with an estimated $24.8M sold.
- 270 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q4 2023, up from 210 in Q3 2023.
- Funds reported $1.42B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q4 2023, up 21% quarter-over-quarter.
- 69 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q4 2023 and 8 closed out, a net change of +61 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q4 2023 was Kathmere Capital Management, an estimated $20.2M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q4 2023 was Klingman & Associates, an estimated $24.8M sold.
Based on aggregated 13F filings for Q4 2023.