iShares iBonds Dec 2030 Term Corporate ETF
IBDV
11 hedge funds and large institutions have $31.3M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
450% more funds holding
Funds holding: 2 → 11 (+9)
222% more capital invested
Capital invested by funds: $9.72M → $31.3M (+$21.5M)
89.92% more ownership
Funds ownership: 0% → 89.92% (+90%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$17.6M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$2.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$835K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$828K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$49.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIM
1
Confluence Investment Management
St. Louis,
Missouri
| $17.6M | +$17.6M | +681,796 | New |
|
2
BlackRock
New York
| $7.73M | – | – | – |
|
|
3
Stifel Financial
St. Louis,
Missouri
| $2.17M | +$2.18M | +84,301 | New |
|
|
4
Jane Street
New York
| $2.01M | -$158K | -6,096 | -7% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $832K | +$835K | +32,284 | New |
|
|
CIA
6
Capital Investment Advisors
Atlanta,
Georgia
| $825K | +$828K | +32,021 | New |
|
|
7
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $50K | +$49.9K | +1,931 | New |
|
|
RG
8
Retirement Group
San Diego,
California
| $48K | +$48K | +1,857 | New |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | +$19.7K | +762 | New |
|
|
ASN
10
Advisory Services Network
Atlanta,
Georgia
| $17K | +$16.8K | +649 | New |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $7K | +$7.37K | +285 | New |
|
IBDV Hedge Fund Activity: Q3 2020 in Review
11 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q3 2020, worth a combined $31.3M — up 222% from $9.72M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBDV positions and 0 closed out — a net gain of 9 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $17.6M. The largest seller was Jane Street, cutting an estimated $158K.
- 11 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q3 2020, up from 2 in Q2 2020.
- Funds reported $31.3M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q3 2020, up 222% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q3 2020 and 0 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q3 2020 was Confluence Investment Management, an estimated $17.6M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q3 2020 was Jane Street, an estimated $158K sold.
Based on aggregated 13F filings for Q3 2020.