iShares iBonds Dec 2030 Term Corporate ETF
IBDV
44 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $138M → $154M (+$16.3M)
10% more funds holding
Funds holding: 40 → 44 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.24% less ownership
Funds ownership: 94.66% → 86.42% (-8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.79M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$8.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.19M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.38M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ISB
Iowa State Bank
Urbandale,
Iowa
|
-$520K |
| 2 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
-$384K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$214K |
| 4 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$83.1K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$77.4K |
IBDV Hedge Fund Activity: Q3 2022 in Review
44 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q3 2022, worth a combined $154M — up 12% from $138M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBDV positions and 3 closed out — a net gain of 5 holders — while 25 added to existing stakes and 8 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $9.79M. The largest seller was Iowa State Bank, exiting entirely with an estimated $520K sold.
- 44 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q3 2022, up from 40 in Q2 2022.
- Funds reported $154M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q3 2022, up 12% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q3 2022 and 3 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $9.79M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q3 2022 was Iowa State Bank, an estimated $520K sold.
Based on aggregated 13F filings for Q3 2022.