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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
MA
51
MCF Advisors
Kentucky
$99.3K – – –
HI
52
Harbour Investments
Wisconsin
$98.1K +$1.1K +54 +1%
EW
53
Element Wealth
Mississippi
$74.1K +$74.6K +3,657 New
IA
54
IFP Advisors
Florida
$42.3K +$41.3K +2,026 +3,268%
BCPWM
55
Bradley & Co Private Wealth Management
Florida
$33.6K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$31.1K +$31.3K +1,534 New
CTC
57
Central Trust Company
Missouri
$30.2K +$8.39K +411 +38%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$25.4K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$22K +$163 +8 +0.7%
Osaic Holdings
60
Osaic Holdings
Arizona
$16.1K -$8.22K -403 -34%
GBT
61
Grove Bank & Trust
Florida
$9.63K +$9.69K +475 New
BlackRock
62
BlackRock
New York
$1.14K – – –
KAS
63
Kestra Advisory Services
Texas
– -$2.76M -133,828 Closed
CCM
64
Coldstream Capital Management
Washington
– -$207K -10,026 Closed
CSPAM
65
Cary Street Partners Asset Management
Virginia
– -$31.2K -1,510 Closed
FNBOSM
66
First National Bank of South Miami
Florida
– -$9.8K -475 Closed
Fidelity Investments
67
Fidelity Investments
Massachusetts
– -$454 -22 Closed
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.