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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$46.4M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$27.7M |
| 3 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$14M |
| 4 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$6.62M |
| 5 |
BMM
Buffington Mohr McNeal
Boise,
Idaho
|
+$6.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
-$18.7M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$12.7M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.97M |
| 4 |
SC
Sykon Capital
Harrison,
New York
|
-$2.36M |
| 5 |
Bank of New York Mellon
New York
|
-$2.31M |
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.