We are live on ! Find out more
IBDV icon

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
WA
101
Wealthstar Advisors
Texas
$256K -$3.85K -186 -2%
LNC
102
Lincoln National Corp
Pennsylvania
$254K +$243K +11,746 New
Jane Street
103
Jane Street
New York
$245K -$5.85M -282,788 -96%
SC
104
Scotia Capital
Ontario, Canada
$245K +$234K +11,300 New
SWP
105
Summit Wealth Partners
Florida
$243K +$232K +11,222 New
YWM
106
Yoder Wealth Management
California
$236K +$225K +10,900 New
ATC
107
Adirondack Trust Company
New York
$234K +$226K +10,942 +23,281%
RWM
108
Ritholtz Wealth Management
New York
$234K – – –
MA
109
Mutual Advisors
Nebraska
$220K +$210K +10,147 New
BWM
110
BCS Wealth Management
Tennessee
$216K +$206K +9,972 New
SPWM
111
Straight Path Wealth Management
Michigan
$213K +$204K +9,855 New
EWM
112
Executive Wealth Management
Michigan
$208K +$198K +9,589 New
Comerica Bank
113
Comerica Bank
Texas
$206K +$165K +7,965 +513%
MML Investors Services
114
MML Investors Services
Massachusetts
$204K +$195K +9,439 New
JBA
115
Johnson Bixby & Associates
Washington
$202K +$193K +9,324 New
BONH
116
Bank of New Hampshire
New Hampshire
$168K +$40.9K +1,980 +34%
CTWM
117
Cherry Tree Wealth Management
Minnesota
$159K +$152K +7,332 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$129K +$98.1K +4,743 +395%
KHC
119
Koesten Hirschmann & Crabtree
Kansas
$127K +$121K +5,850 New
BWL
120
Bogart Wealth LLC
Virginia
$108K +$42.5K +2,056 +70%
FCA
121
FinTrust Capital Advisors
South Carolina
$103K – – –
HI
122
Harbour Investments
Wisconsin
$101K +$1.49K +72 +2%
WFA
123
Wells Financial Advisors
Massachusetts
$90.9K +$86.8K +4,200 New
SPIA
124
Steward Partners Investment Advisory
New York
$50.7K – – –
EW
125
Element Wealth
Mississippi
$50.5K – – –
2 3 4
5
6

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.