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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

134 hedge funds and large institutions have $604M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

364% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 14

69% more capital invested

Capital invested by funds: $358M → $604M (+$246M)

40% more funds holding

Funds holding: 96 → 134 (+38)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6.94% more ownership

Funds ownership: 81.02% → 87.96% (+6.9%)

Holders
134
Holders Change
+38
Holders Change %
+39.58%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
43
Increased
65
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$40M
2
SL
Summitry LLC
California
+$30.4M
3
UBS Group
UBS Group
Switzerland
+$24.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.1M
5
US Bancorp
US Bancorp
Minnesota
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
LPT
Legacy Private Trust
Wisconsin
-$7.2M
2
Jane Street
Jane Street
New York
-$5.85M
3
Ameriprise
Ameriprise
Minnesota
-$3.78M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.5M
5
PRWA
Platte River Wealth Advisors
Colorado
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
26
Platte River Wealth Advisors
Colorado
$5.67M -$1.24M -59,888 -19%
GPA
27
Guidance Point Advisors
Massachusetts
$5.45M +$1.02M +49,164 +24%
SWMG
28
Signature Wealth Management Group
Georgia
$4.37M +$4.17M +201,814 New
OFA
29
Oak Family Advisors
Illinois
$4.13M +$3.95M +190,914 New
SSB
30
Sandy Spring Bank
Maryland
$4M +$376K +18,186 +11%
KF
31
Krilogy Financial
Missouri
$3.9M +$199K +9,606 +6%
LWM
32
Lyell Wealth Management
California
$3.73M +$1.58M +76,350 +79%
4FG
33
4Thought Financial Group
New York
$3.64M -$90.3K -4,366 -3%
PWS
34
Peloton Wealth Strategists
Indiana
$3.46M +$351K +17,000 +12%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.24M +$2.6M +125,545 +514%
MA
36
MCF Advisors
Kentucky
$3.22M +$41K +1,983 +1%
CA
37
CGN Advisors
Kansas
$3.04M -$576K -27,870 -17%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$3.04M +$2.6M +125,975 +873%
WI
39
WrapManager Inc
California
$3.01M +$2.88M +139,287 New
RJA
40
Raymond James & Associates
Florida
$2.87M +$1.79M +86,612 +188%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.55M -$208K -10,056 -8%
LPL Financial
42
LPL Financial
California
$2.53M +$230K +11,135 +11%
IF
43
Ironwood Financial
Arizona
$2.32M +$2.22M +107,191 New
Goldman Sachs
44
Goldman Sachs
New York
$2.29M +$2.19M +105,891 New
PA
45
Probity Advisors
Texas
$2.19M +$2.09M +101,131 New
KAS
46
Kestra Advisory Services
Texas
$2.16M +$2.07M +99,978 New
PWP
47
Precedent Wealth Partners
Texas
$2.08M +$1.99M +96,344 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.99M +$1.67M +80,576 +719%
IA
49
IFP Advisors
Florida
$1.9M +$1.78M +86,089 +5,106%
PWM
50
Praetorian Wealth Management
California
$1.74M +$1.67M +80,575 New
1
2
3 4 5

IBDV Hedge Fund Activity: Q4 2023 in Review

134 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q4 2023, worth a combined $604M — up 69% from $358M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IBDV positions and 5 closed out — a net gain of 38 holders — while 65 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $40M. The largest seller was Legacy Private Trust, exiting entirely with an estimated $7.2M sold.

  • 134 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q4 2023, up from 96 in Q3 2023.
  • Funds reported $604M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q4 2023, up 69% quarter-over-quarter.
  • 43 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q4 2023 and 5 closed out, a net change of +38 holders.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $40M added.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q4 2023 was Legacy Private Trust, an estimated $7.2M sold.

Based on aggregated 13F filings for Q4 2023.