iShares iBonds Dec 2030 Term Corporate ETF
IBDV
151 hedge funds and large institutions have $669M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 19 reducing their positions, and 5 closing their positions.
379% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 19
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more funds holding
Funds holding: 134 → 151 (+17)
11% more capital invested
Capital invested by funds: $604M → $669M (+$64.5M)
8.21% less ownership
Funds ownership: 87.96% → 79.75% (-8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.5M |
| 2 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$14.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.57M |
| 4 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$5.67M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27.3M |
| 2 |
SL
Summitry LLC
Foster City,
California
|
-$7.65M |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$6.83M |
| 4 |
Goldman Sachs
New York
|
-$2.29M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.39K | +$1.39K | +65 | New |
|
|
152
Goldman Sachs
New York
| – | -$2.29M | -105,891 | Closed |
|
|
NL
153
NWAM LLC
Mercer Island,
Washington
| – | -$499K | -23,069 | Closed |
|
|
AWM
154
AE Wealth Management
Topeka,
Kansas
| – | -$469K | -21,867 | Closed |
|
155
Jane Street
New York
| – | -$245K | -11,321 | Closed |
|
|
ASN
156
Advisory Services Network
Atlanta,
Georgia
| – | -$21.6K | -1,000 | Closed |
|
IBDV Hedge Fund Activity: Q1 2024 in Review
151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q1 2024, worth a combined $669M — up 11% from $604M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IBDV positions and 5 closed out — a net gain of 18 holders — while 91 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.5M. The largest seller was Morgan Stanley, cutting an estimated $27.3M.
- 151 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q1 2024, up from 134 in Q4 2023.
- Funds reported $669M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 23 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q1 2024 was Wells Fargo, an estimated $14.5M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $27.3M sold.
Based on aggregated 13F filings for Q1 2024.