iShares iBonds Dec 2030 Term Corporate ETF
IBDV
65 hedge funds and large institutions have $270M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 5 reducing their positions, and 4 closing their positions.
780% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 5
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
49% more capital invested
Capital invested by funds: $181M → $270M (+$88.7M)
10% more funds holding
Funds holding: 59 → 65 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.63% less ownership
Funds ownership: 89.51% → 85.88% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$13.1M |
| 2 |
Jane Street
New York
|
+$9.79M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$8.52M |
| 4 |
Rockefeller Capital Management
New York
|
+$7.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$7.29M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.88M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$765K |
| 4 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
-$212K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$108K |
IBDV Hedge Fund Activity: Q1 2023 in Review
65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q1 2023, worth a combined $270M — up 49% from $181M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBDV positions and 4 closed out — a net gain of 7 holders — while 44 added to existing stakes and 5 trimmed.
The largest buyer was Sigma Investment Counselors, adding an estimated $13.1M. The largest seller was Sound View Wealth Advisors Group, exiting entirely with an estimated $7.29M sold.
- 65 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q1 2023, up from 59 in Q4 2022.
- Funds reported $270M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q1 2023, up 49% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q1 2023 and 4 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q1 2023 was Sigma Investment Counselors, an estimated $13.1M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $7.29M sold.
Based on aggregated 13F filings for Q1 2023.