iShares iBonds Dec 2030 Term Corporate ETF
IBDV
79 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
281% more capital inflows, than outflows
Capital inflows: $61.8M | Capital outflows: $16.2M
246% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more funds holding
Funds holding: 65 → 79 (+14)
1.49% less ownership
Funds ownership: 85.88% → 84.39% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gateway Advisory
Westfield,
New Jersey
|
+$17.2M |
| 2 |
Platte River Wealth Advisors
Louisville,
Colorado
|
+$6.71M |
| 3 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$4M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.7M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$6.24M |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$4.78M |
| 3 |
Jane Street
New York
|
-$4.28M |
| 4 |
Coldstream Capital Management
Bellevue,
Washington
|
-$232K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$212K |
IBDV Hedge Fund Activity: Q2 2023 in Review
79 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q2 2023, worth a combined $315M — up 15% from $274M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBDV positions and 2 closed out — a net gain of 14 holders — while 45 added to existing stakes and 13 trimmed.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $17.2M. The largest seller was Old Mission Capital, cutting an estimated $6.24M.
- 79 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q2 2023, up from 65 in Q1 2023.
- Funds reported $315M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q2 2023 and 2 closed out, a net change of +14 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q2 2023 was Gateway Advisory, an estimated $17.2M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q2 2023 was Old Mission Capital, an estimated $6.24M sold.
Based on aggregated 13F filings for Q2 2023.