iShares iBonds Dec 2027 Term Corporate ETF
IBDS
302 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 52 reducing their positions, and 15 closing their positions.
590% more capital inflows, than outflows
Capital inflows: $391M | Capital outflows: $56.7M
220% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 15
212% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 52
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
12% more funds holding
Funds holding: 270 → 302 (+32)
2.99% more ownership
Funds ownership: 71.58% → 74.58% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
+$121M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$81.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16.1M |
| 4 |
SSWG
Seven Springs Wealth Group
Brentwood,
Tennessee
|
+$10.9M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$25M |
| 2 |
Advisors Capital Management
Ridgewood,
New Jersey
|
-$7.38M |
| 3 |
Capital Investment Advisors
Atlanta,
Georgia
|
-$3.9M |
| 4 |
Goldman Sachs
New York
|
-$2.24M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.85M |
IBDS Hedge Fund Activity: Q1 2024 in Review
302 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2024, worth a combined $1.78B — up 25% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IBDS positions and 15 closed out — a net gain of 33 holders — while 162 added to existing stakes and 52 trimmed.
The largest buyer was Shufro Rose & Co, adding an estimated $121M. The largest seller was NewEdge Advisors, cutting an estimated $25M.
- 302 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2024, up from 270 in Q4 2023.
- Funds reported $1.78B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2024, up 25% quarter-over-quarter.
- 48 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2024 and 15 closed out, a net change of +33 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2024 was Shufro Rose & Co, an estimated $121M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2024 was NewEdge Advisors, an estimated $25M sold.
Based on aggregated 13F filings for Q1 2024.