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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

112 hedge funds and large institutions have $581M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 7

400% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 11

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

54% more capital invested

Capital invested by funds: $378M → $581M (+$203M)

42% more funds holding

Funds holding: 79 → 112 (+33)

5.24% more ownership

Funds ownership: 85.61% → 90.85% (+5.2%)

Holders
112
Holders Change
+33
Holders Change %
+41.77%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
40
Increased
55
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$46.4M
2
GA
Gateway Advisory
New Jersey
+$27.7M
3
VVP
Venture Visionary Partners
Ohio
+$14M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$6.62M
5
BMM
Buffington Mohr McNeal
Idaho
+$6.04M

Top Sellers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
-$18.7M
2
ACA
Aptus Capital Advisors
Alabama
-$12.7M
3
NA
NewEdge Advisors
Louisiana
-$3.97M
4
SC
Sykon Capital
New York
-$2.36M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
26
Guidance Point Advisors
Massachusetts
$5.25M +$1.03M +52,300 +26%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$5.21M +$521K +26,473 +12%
Ameriprise
28
Ameriprise
Minnesota
$4.5M +$3.93M +199,406 +1,156%
KF
29
Krilogy Financial
Missouri
$4.32M +$226K +11,469 +6%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.66M +$3.47M +176,317 New
4FG
31
4Thought Financial Group
New York
$3.65M -$54K -2,743 -2%
RJA
32
Raymond James & Associates
Florida
$3.51M +$2.57M +130,450 +338%
SSB
33
Sandy Spring Bank
Maryland
$3.49M +$447K +22,696 +16%
KAS
34
Kestra Advisory Services
Texas
$3.4M +$3.22M +163,480 New
SCM
35
Seascape Capital Management
New Hampshire
$3.38M +$3.21M +162,869 New
PRWA
36
Platte River Wealth Advisors
Colorado
$3.24M -$439K -22,306 -13%
Citadel Advisors
37
Citadel Advisors
Florida
$3.16M +$2.62M +133,137 +709%
CA
38
CGN Advisors
Kansas
$3.07M -$592K -30,078 -17%
LPL Financial
39
LPL Financial
California
$2.81M +$1.06M +53,882 +66%
SWMG
40
Signature Wealth Management Group
Georgia
$2.75M +$2.6M +132,178 New
MA
41
MCF Advisors
Kentucky
$2.68M +$40K +2,029 +2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.62M +$1.12M +56,845 +82%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$2.61M +$2.48M +125,871 New
RW
44
REDW Wealth
New Mexico
$2.61M +$1.07M +54,212 +76%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$2.44M +$2.28M +115,765 +6,846%
Goldman Sachs
46
Goldman Sachs
New York
$2.29M +$2.17M +110,176 New
MCM
47
MV Capital Management
Maryland
$2.22M +$1.51M +76,746 +253%
ACS
48
Archford Capital Strategies
Illinois
$2.19M +$842K +42,738 +68%
PWS
49
Peloton Wealth Strategists
Indiana
$2.13M +$1.33M +67,500 +193%
PWP
50
Precedent Wealth Partners
Texas
$2.09M +$1.98M +100,653 New
1
2
3 4 5

IBDW Hedge Fund Activity: Q4 2023 in Review

112 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q4 2023, worth a combined $581M — up 54% from $378M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IBDW positions and 7 closed out — a net gain of 33 holders — while 55 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $46.4M. The largest seller was Summitry LLC, cutting an estimated $18.7M.

  • 112 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q4 2023, up from 79 in Q3 2023.
  • Funds reported $581M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q4 2023, up 54% quarter-over-quarter.
  • 40 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q4 2023 and 7 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $46.4M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q4 2023 was Summitry LLC, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2023.