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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$40M |
| 2 |
SL
Summitry LLC
Foster City,
California
|
+$30.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$24.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.1M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$12.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$7.2M |
| 2 |
Jane Street
New York
|
-$5.85M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.78M |
| 4 |
Bank of New York Mellon
New York
|
-$2.5M |
| 5 |
PRWA
Platte River Wealth Advisors
Louisville,
Colorado
|
-$1.24M |
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.