iShares iBonds Dec 2030 Term Corporate ETF
IBDV
152 hedge funds and large institutions have $669M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 19 reducing their positions, and 5 closing their positions.
415% more capital inflows, than outflows
Capital inflows: $124M | Capital outflows: $24.1M
384% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 19
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more funds holding
Funds holding: 135 → 152 (+17)
4.01% less ownership
Funds ownership: 83.78% → 79.76% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.5M |
| 2 |
Advisors Capital Management
Ridgewood,
New Jersey
|
+$14.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.6M |
| 4 |
Sigma Investment Counselors
Northville,
Michigan
|
+$5.67M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summitry LLC
Foster City,
California
|
-$7.65M |
| 2 |
PFG Private Wealth Management
Lutz,
Florida
|
-$6.83M |
| 3 |
Goldman Sachs
New York
|
-$2.29M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.62M |
| 5 |
Neuberger Berman Group
New York
|
-$1.13M |
IBDV Hedge Fund Activity: Q1 2024 in Review
152 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q1 2024, worth a combined $669M — up 16% from $576M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IBDV positions and 5 closed out — a net gain of 18 holders — while 92 added to existing stakes and 19 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.5M. The largest seller was Summitry LLC, cutting an estimated $7.65M.
- 152 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q1 2024, up from 135 in Q4 2023.
- Funds reported $669M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q1 2024, up 16% quarter-over-quarter.
- 23 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q1 2024 was Wells Fargo, an estimated $14.5M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q1 2024 was Summitry LLC, an estimated $7.65M sold.
Based on aggregated 13F filings for Q1 2024.