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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

96 hedge funds and large institutions have $358M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 13

23% more funds holding

Funds holding: 78 → 96 (+18)

14% more capital invested

Capital invested by funds: $315M → $358M (+$43.6M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.35% less ownership

Funds ownership: 84.38% → 81.02% (-3.4%)

Holders
96
Holders Change
+18
Holders Change %
+23.08%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
52
Reduced
13
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$9.65M
2
MCM
MV Capital Management
Maryland
+$7.2M
3
Morgan Stanley
Morgan Stanley
New York
+$7.14M
4
Bank of America
Bank of America
North Carolina
+$6.1M
5
US Bancorp
US Bancorp
Minnesota
+$5.83M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$9.53M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.32M
3
PPWM
PFG Private Wealth Management
Florida
-$1.22M
4
Ameriprise
Ameriprise
Minnesota
-$571K
5
Osaic Holdings
Osaic Holdings
Arizona
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
26
Guidance Point Advisors
Massachusetts
$4.13M +$354K +16,972 +9%
4FG
27
4Thought Financial Group
New York
$3.52M +$109K +5,246 +3%
KF
28
Krilogy Financial
Missouri
$3.48M +$71.3K +3,423 +2%
CA
29
CGN Advisors
Kansas
$3.43M +$145K +6,966 +4%
SSB
30
Sandy Spring Bank
Maryland
$3.4M +$354K +17,012 +11%
MA
31
MCF Advisors
Kentucky
$3M +$2.66M +127,559 +655%
PWS
32
Peloton Wealth Strategists
Indiana
$2.91M +$819K +39,300 +38%
Wells Fargo
33
Wells Fargo
California
$2.84M +$10.5K +505 +0.4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.61M +$1.07M +51,357 +67%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.5M +$186K +8,914 +8%
LPL Financial
36
LPL Financial
California
$2.16M +$503K +24,134 +29%
LWM
37
Lyell Wealth Management
California
$1.96M +$2M +96,195 New
ACS
38
Archford Capital Strategies
Illinois
$1.47M +$95.8K +4,599 +7%
Stifel Financial
39
Stifel Financial
Missouri
$1.47M +$157K +7,559 +12%
UCFA
40
United Capital Financial Advisors
Texas
$1.39M -$129K -6,173 -8%
EWS
41
Evergreen Wealth Solutions
Pennsylvania
$1.27M +$122K +5,850 +10%
HCM
42
Howland Capital Management
Massachusetts
$1.2M +$1.23M +58,910 New
NA
43
NewEdge Advisors
Louisiana
$1.19M -$81.9K -3,931 -6%
LHC
44
Little House Capital
Massachusetts
$1.16M +$127K +6,084 +12%
AWM
45
AE Wealth Management
Kansas
$1.04M +$1.06M +51,067 New
RJA
46
Raymond James & Associates
Florida
$939K +$229K +10,978 +31%
FNB
47
Farmers National Bank
Kentucky
$822K +$31.4K +1,508 +4%
RBC
48
Roble Belko & Company
Pennsylvania
$693K +$506K +24,300 +250%
CWM
49
Cabot Wealth Management
Massachusetts
$685K +$701K +33,633 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$671K -$7.33K -352 -1%
1
2
3 4

IBDV Hedge Fund Activity: Q3 2023 in Review

96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q3 2023, worth a combined $358M — up 14% from $315M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDV positions and 0 closed out — a net gain of 20 holders — while 52 added to existing stakes and 13 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $9.65M. The largest seller was Aptus Capital Advisors, cutting an estimated $9.53M.

  • 96 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q3 2023, up from 78 in Q2 2023.
  • Funds reported $358M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q3 2023 and 0 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q3 2023 was Capital Investment Advisors, an estimated $9.65M added.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $9.53M sold.

Based on aggregated 13F filings for Q3 2023.