iShares iBonds Dec 2030 Term Corporate ETF
IBDV
40 hedge funds and large institutions have $138M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
11.15% more ownership
Funds ownership: 83.51% → 94.66% (+11%)
11% more funds holding
Funds holding: 36 → 40 (+4)
10% more capital invested
Capital invested by funds: $125M → $138M (+$12.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$34.4M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$4.54M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.89M |
| 4 |
SWMG
Signature Wealth Management Group
Atlanta,
Georgia
|
+$2.04M |
| 5 |
GPA
Guidance Point Advisors
Wellesley,
Massachusetts
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$17.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.1M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$8.68M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$4.12M |
| 5 |
AC
Avestar Capital
New York
|
-$1.86M |
IBDV Hedge Fund Activity: Q2 2022 in Review
40 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q2 2022, worth a combined $138M — up 9.8% from $125M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBDV positions and 3 closed out — a net gain of 4 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $34.4M. The largest seller was Stifel Financial, cutting an estimated $17.1M.
- 40 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q2 2022, up from 36 in Q1 2022.
- Funds reported $138M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q2 2022, up 9.8% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q2 2022 and 3 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q2 2022 was Aptus Capital Advisors, an estimated $34.4M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q2 2022 was Stifel Financial, an estimated $17.1M sold.
Based on aggregated 13F filings for Q2 2022.