iShares iBonds Dec 2030 Term Corporate ETF
IBDV
26 hedge funds and large institutions have $55.8M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
37% more funds holding
Funds holding: 19 → 26 (+7)
16% more capital invested
Capital invested by funds: $47.9M → $55.8M (+$7.88M)
6.36% less ownership
Funds ownership: 86.86% → 80.49% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.09M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.81M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.23M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.36M |
| 2 |
Jane Street
New York
|
-$932K |
| 3 |
ABC
Associated Banc-Corp
Green Bay,
Wisconsin
|
-$210K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$17K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.31K |
IBDV Hedge Fund Activity: Q1 2021 in Review
26 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q1 2021, worth a combined $55.8M — up 16% from $47.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBDV positions and 2 closed out — a net gain of 7 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Krilogy Financial, opening a new position worth an estimated $4.09M. The largest seller was BlackRock, cutting an estimated $6.36M.
- 26 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q1 2021, up from 19 in Q4 2020.
- Funds reported $55.8M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q1 2021, up 16% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q1 2021 and 2 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q1 2021 was Krilogy Financial, an estimated $4.09M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q1 2021 was BlackRock, an estimated $6.36M sold.
Based on aggregated 13F filings for Q1 2021.