iShares iBonds Dec 2031 Term Corporate ETF
IBDW
54 hedge funds and large institutions have $241M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 4 reducing their positions, and 3 closing their positions.
650% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 4
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
71% more capital invested
Capital invested by funds: $141M → $241M (+$100M)
23% more funds holding
Funds holding: 44 → 54 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6.4% less ownership
Funds ownership: 91.56% → 85.16% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$28.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$23.7M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$19.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.3M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$9.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$6.98M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.88M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.04M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$971K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$336K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $1.55K | +$1.26K | +62 | New |
|
52
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.47K | +$13.2K | +646 | +0.9% |
|
53
BlackRock
New York
| $1.16K | – | – | – |
|
54
Fidelity Investments
Boston,
Massachusetts
| $454 | +$449 | +22 | New |
|
|
SVWAG
55
Sound View Wealth Advisors Group
Savannah,
Georgia
| – | -$6.98M | -336,036 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$2.04M | -102,537 | Closed |
|
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$336K | -16,898 | Closed |
|
IBDW Hedge Fund Activity: Q1 2023 in Review
54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q1 2023, worth a combined $241M — up 71% from $141M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBDW positions and 3 closed out — a net gain of 11 holders — while 30 added to existing stakes and 4 trimmed.
The largest buyer was Summitry LLC, opening a new position worth an estimated $28.3M. The largest seller was Sound View Wealth Advisors Group, exiting entirely with an estimated $6.98M sold.
- 54 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q1 2023, up from 44 in Q4 2022.
- Funds reported $241M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q1 2023, up 71% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q1 2023 and 3 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q1 2023 was Summitry LLC, an estimated $28.3M added.
- The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $6.98M sold.
Based on aggregated 13F filings for Q1 2023.