We are live on ! Find out more
IBDW icon

iShares iBonds Dec 2031 Term Corporate ETF
IBDW

44 hedge funds and large institutions have $141M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

78% more capital invested

Capital invested by funds: $79.1M → $141M (+$61.8M)

38% more funds holding

Funds holding: 32 → 44 (+12)

7.06% more ownership

Funds ownership: 84.5% → 91.56% (+7.1%)

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$23.7M
2
SBL
Sargent Bickham Lagudis
Colorado
+$18.2M
3
KAS
Kestra Advisory Services
Texas
+$7.38M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$6.65M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.51M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$18.1M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$9.41M
3
CIM
Confluence Investment Management
Missouri
-$4.21M
4
BEI
Benjamin Edwards Inc
Missouri
-$2.08M
5
KF
Krilogy Financial
Missouri
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$611K +$282K +14,270 +87%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$577K +$574K +28,985 New
BEI
28
Benjamin Edwards Inc
Missouri
$531K -$2.08M -105,020 -80%
TCCM
29
Timber Creek Capital Management
Massachusetts
$482K +$479K +24,224 New
GPA
30
Guidance Point Advisors
Massachusetts
$386K +$384K +19,399 New
FNB
31
Farmers National Bank
Kentucky
$371K +$65.8K +3,326 +22%
SCA
32
Snowden Capital Advisors
New York
$364K -$55K -2,781 -13%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$336K +$334K +16,898 New
LPL Financial
34
LPL Financial
California
$231K +$230K +11,601 New
UBS Group
35
UBS Group
Switzerland
$174K +$5.09K +257 +3%
BCPWM
36
Bradley & Co Private Wealth Management
Florida
$139K +$6.85K +346 +5%
MA
37
MCF Advisors
Kentucky
$97.5K +$97K +4,899 New
HI
38
Harbour Investments
Wisconsin
$94.5K +$2.22K +112 +2%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$24.9K +$24.8K +1,254 New
CTC
40
Central Trust Company
Missouri
$21.5K +$21.4K +1,079 New
Osaic Holdings
41
Osaic Holdings
Arizona
$17K -$44.9K -2,267 -73%
FNBOSM
42
First National Bank of South Miami
Florida
$9K – – –
BlackRock
43
BlackRock
New York
$1.11K +$119 +6 +12%
NA
44
NewEdge Advisors
Louisiana
$487 +$485K +24,489 New
Stifel Financial
45
Stifel Financial
Missouri
– -$18.1M -926,040 Closed
BFEC
46
Benjamin F. Edwards & Company
Missouri
– -$9.41M -482,589 Closed
CIM
47
Confluence Investment Management
Missouri
– -$4.21M -215,579 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– -$208K -10,639 Closed
1
2

IBDW Hedge Fund Activity: Q4 2022 in Review

44 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q4 2022, worth a combined $141M — up 78% from $79.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDW positions and 4 closed out — a net gain of 12 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $23.7M. The largest seller was Stifel Financial, exiting entirely with an estimated $18.1M sold.

  • 44 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q4 2022, up from 32 in Q3 2022.
  • Funds reported $141M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q4 2022, up 78% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q4 2022 and 4 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q4 2022 was Aptus Capital Advisors, an estimated $23.7M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q4 2022 was Stifel Financial, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2022.