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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

62 hedge funds and large institutions have $302M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 7

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $241M → $302M (+$60.9M)

15% more funds holding

Funds holding: 54 → 62 (+8)

0.48% more ownership

Funds ownership: 85.16% → 85.64% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
36
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$18.6M
2
Jane Street
Jane Street
New York
+$10.2M
3
UBS Group
UBS Group
Switzerland
+$5.98M
4
CIA
Capital Investment Advisors
Georgia
+$4.51M
5
Morgan Stanley
Morgan Stanley
New York
+$3.7M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$3.99M
2
KAS
Kestra Advisory Services
Texas
-$2.76M
3
Invesco
Invesco
Georgia
-$560K
4
CCM
Coldstream Capital Management
Washington
-$207K
5
4FG
4Thought Financial Group
New York
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.33M +$158K +7,762 +7%
KA
27
Klingman & Associates
New York
$1.69M +$1.7M +83,464 New
Invesco
28
Invesco
Georgia
$1.63M -$560K -27,447 -25%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.57M +$133K +6,514 +9%
LPL Financial
30
LPL Financial
California
$1.24M +$515K +25,217 +70%
ACS
31
Archford Capital Strategies
Illinois
$1.19M +$240K +11,758 +25%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.03M +$1.04M +50,901 New
LHC
33
Little House Capital
Massachusetts
$1.03M +$60.1K +2,944 +6%
MML Investors Services
34
MML Investors Services
Massachusetts
$762K +$128K +6,264 +20%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$760K +$765K +37,506 New
RJA
36
Raymond James & Associates
Florida
$699K -$55.2K -2,703 -7%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$594K – – –
BEI
38
Benjamin Edwards Inc
Missouri
$584K +$8.98K +440 +2%
TCCM
39
Timber Creek Capital Management
Massachusetts
$479K -$12K -590 -2%
FNB
40
Farmers National Bank
Kentucky
$470K +$51.8K +2,537 +12%
Citadel Advisors
41
Citadel Advisors
Florida
$453K +$456K +22,338 New
ATC
42
Adirondack Trust Company
New York
$441K +$445K +21,788 New
MA
43
MONECO Advisors
Connecticut
$366K – – –
SCA
44
Snowden Capital Advisors
New York
$335K -$36.3K -1,778 -10%
CA
45
Cetera Advisors
Colorado
$328K +$73.5K +3,600 +29%
MSWM
46
McGlone Suttner Wealth Management
Wisconsin
$328K +$46.6K +2,285 +16%
PWS
47
Peloton Wealth Strategists
Indiana
$328K +$331K +16,200 New
BONH
48
Bank of New Hampshire
New Hampshire
$304K +$306K +15,000 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$303K +$305K +14,939 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$259K +$261K +12,774 New
1
2
3

IBDW Hedge Fund Activity: Q2 2023 in Review

62 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q2 2023, worth a combined $302M — up 25% from $241M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBDW positions and 5 closed out — a net gain of 8 holders — while 36 added to existing stakes and 7 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $18.6M. The largest seller was Aptus Capital Advisors, cutting an estimated $3.99M.

  • 62 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q2 2023, up from 54 in Q1 2023.
  • Funds reported $302M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q2 2023, up 25% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q2 2023 and 5 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q2 2023 was NewEdge Advisors, an estimated $18.6M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $3.99M sold.

Based on aggregated 13F filings for Q2 2023.