iShares iBonds Dec 2030 Term Corporate ETF
IBDV
96 hedge funds and large institutions have $358M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 0 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 13
23% more funds holding
Funds holding: 78 → 96 (+18)
14% more capital invested
Capital invested by funds: $315M → $358M (+$43.6M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.35% less ownership
Funds ownership: 84.38% → 81.02% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$9.65M |
| 2 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$7.2M |
| 3 |
Morgan Stanley
New York
|
+$7.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$6.1M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$5.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.53M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.32M |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$1.22M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$571K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$251K |
IBDV Hedge Fund Activity: Q3 2023 in Review
96 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q3 2023, worth a combined $358M — up 14% from $315M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBDV positions and 0 closed out — a net gain of 20 holders — while 52 added to existing stakes and 13 trimmed.
The largest buyer was Capital Investment Advisors, adding an estimated $9.65M. The largest seller was Aptus Capital Advisors, cutting an estimated $9.53M.
- 96 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q3 2023, up from 78 in Q2 2023.
- Funds reported $358M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q3 2023 and 0 closed out, a net change of +20 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q3 2023 was Capital Investment Advisors, an estimated $9.65M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $9.53M sold.
Based on aggregated 13F filings for Q3 2023.