iShares iBonds Dec 2031 Term Corporate ETF
IBDW
32 hedge funds and large institutions have $79.1M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
3% more funds holding
Funds holding: 31 → 32 (+1)
4% more capital invested
Capital invested by funds: $75.9M → $79.1M (+$3.28M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.65% less ownership
Funds ownership: 91.15% → 84.5% (-6.7%)
Top Buyers
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$468K |
| 2 |
Jane Street
New York
|
-$456K |
| 3 |
ISB
Iowa State Bank
Urbandale,
Iowa
|
-$255K |
| 4 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$162K |
| 5 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
-$50.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCPWM
26
Bradley & Co Private Wealth Management
Miami,
Florida
| $130K | -$50.4K | -2,420 | -27% |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $96K | – | – | – |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $61K | -$354 | -17 | -0.5% |
|
|
SBL
29
Sargent Bickham Lagudis
Boulder,
Colorado
| $17K | +$17.7K | +850 | New |
|
|
FNBOSM
30
First National Bank of South Miami
South Miami,
Florida
| $9K | – | – | – |
|
31
BlackRock
New York
| $1K | – | – | – |
|
|
ISB
32
Iowa State Bank
Urbandale,
Iowa
| – | -$255K | -12,265 | Closed |
|
IBDW Hedge Fund Activity: Q3 2022 in Review
32 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q3 2022, worth a combined $79.1M — up 4.3% from $75.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBDW positions and 1 closed out — a net gain of 2 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $8.88M. The largest seller was Royal Bank of Canada, cutting an estimated $468K.
- 32 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q3 2022, up from 31 in Q2 2022.
- Funds reported $79.1M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q3 2022, up 4.3% quarter-over-quarter.
- 3 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q3 2022 and 1 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $8.88M added.
- The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $468K sold.
Based on aggregated 13F filings for Q3 2022.