iShares iBonds Dec 2030 Term Corporate ETF
IBDV
59 hedge funds and large institutions have $181M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 1 closing their positions.
1,600% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 1
115% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 13
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
34% more funds holding
Funds holding: 44 → 59 (+15)
18% more capital invested
Capital invested by funds: $154M → $181M (+$27.3M)
3.1% more ownership
Funds ownership: 86.42% → 89.51% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$6.94M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.57M |
| 3 |
Morgan Stanley
New York
|
+$5.21M |
| 4 |
AF
Arrow Financial
Glens Falls,
New York
|
+$4.08M |
| 5 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$15.5M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$6.55M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$3.71M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$1.8M |
| 5 |
Jane Street
New York
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFEC
51
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $66K | -$52.3K | -2,535 | -44% |
|
|
VCM
52
Vigilant Capital Management
Portland,
Maine
| $64K | +$45.2K | +2,190 | +246% |
|
53
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $25K | +$24.8K | +1,202 | New |
|
|
CTC
54
Central Trust Company
Jefferson City,
Missouri
| $21.6K | +$21.4K | +1,040 | New |
|
|
SBL
55
Sargent Bickham Lagudis
Boulder,
Colorado
| $18.2K | +$969 | +47 | +6% |
|
|
FCA
56
FinTrust Capital Advisors
Greenville,
South Carolina
| $10.4K | – | – | – |
|
|
WAM
57
Worth Asset Management
Dallas,
Texas
| $10.4K | +$10.3K | +500 | New |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| $1.34K | +$1.33M | +64,523 | New |
|
59
BlackRock
New York
| $1.12K | +$82 | +4 | +8% |
|
|
CIM
60
Confluence Investment Management
St. Louis,
Missouri
| – | -$15.5M | -763,968 | Closed |
|
IBDV Hedge Fund Activity: Q4 2022 in Review
59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q4 2022, worth a combined $181M — up 18% from $154M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBDV positions and 1 closed out — a net gain of 16 holders — while 28 added to existing stakes and 13 trimmed.
The largest buyer was Sound View Wealth Advisors Group, opening a new position worth an estimated $6.94M. The largest seller was Confluence Investment Management, exiting entirely with an estimated $15.5M sold.
- 59 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $181M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q4 2022 and 1 closed out, a net change of +16 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q4 2022 was Sound View Wealth Advisors Group, an estimated $6.94M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q4 2022 was Confluence Investment Management, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2022.