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iShares iBonds Dec 2031 Term Corporate ETF

31 hedge funds and large institutions have $75.9M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

251% more capital invested

Capital invested by funds: $21.6M → $75.9M (+$54.2M)

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

55% more funds holding

Funds holding: 2031 (+11)

31.68% more ownership

Funds ownership: 59.47%91.15% (+32%)

Holders
31
Holders Change
+11
Holders Change %
+55%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
12
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$96K +$98.8K +4,638 New
UBS Group
27
UBS Group
Switzerland
$92K -$21.4K -1,003 -18%
Osaic Holdings
28
Osaic Holdings
Arizona
$65K +$50.5K +2,369 +312%
FNBOSM
29
First National Bank of South Miami
Florida
$10K +$10.1K +475 New
BlackRock
30
BlackRock
New York
$1K
Citadel Advisors
31
Citadel Advisors
Florida
-$546K -23,994 Closed
Morgan Stanley
32
Morgan Stanley
New York
+$21 +1 New

IBDW Hedge Fund Activity: Q2 2022 in Review

31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q2 2022, worth a combined $75.9M — up 251% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDW positions and 1 closed out — a net gain of 11 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $625K.

  • 31 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q2 2022, up from 20 in Q1 2022.
  • Funds reported $75.9M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q2 2022, up 251% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q2 2022 and 1 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q2 2022 was Stifel Financial, an estimated $19.6M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q2 2022 was Jane Street, an estimated $625K sold.

Based on aggregated 13F filings for Q2 2022.