iShares iBonds Dec 2031 Term Corporate ETF
IBDW
79 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
320% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 10
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
27% more funds holding
Funds holding: 62 → 79 (+17)
25% more capital invested
Capital invested by funds: $302M → $378M (+$75.5M)
0.02% less ownership
Funds ownership: 85.64% → 85.61% (-0.02%)
Top Buyers
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$11.5M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$11.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$8.96M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$8.46M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.99M |
Top Sellers
| 1 |
Jane Street
New York
|
-$9.72M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.63M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$1.13M |
| 4 |
JP Morgan Chase
New York
|
-$1.03M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$760K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
76
Addison Advisors
Middlebury,
Vermont
| $9.98K | +$10.3K | +515 | New |
|
|
GBT
77
Grove Bank & Trust
Miami,
Florida
| $9.21K | – | – | – |
|
|
HL
78
HeadInvest LLC
Portland,
Maine
| $2.3K | +$2.39K | +120 | New |
|
79
BlackRock
New York
| $1.09K | – | – | – |
|
|
80
Invesco
Atlanta,
Georgia
| – | -$1.63M | -80,401 | Closed |
|
|
81
JP Morgan Chase
New York
| – | -$1.03M | -50,901 | Closed |
|
|
82
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$760K | -37,506 | Closed |
|
IBDW Hedge Fund Activity: Q3 2023 in Review
79 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q3 2023, worth a combined $378M — up 25% from $302M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBDW positions and 3 closed out — a net gain of 18 holders — while 42 added to existing stakes and 10 trimmed.
The largest buyer was Summitry LLC, adding an estimated $11.5M. The largest seller was Jane Street, cutting an estimated $9.72M.
- 79 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q3 2023, up from 62 in Q2 2023.
- Funds reported $378M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q3 2023, up 25% quarter-over-quarter.
- 21 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q3 2023 and 3 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q3 2023 was Summitry LLC, an estimated $11.5M added.
- The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q3 2023 was Jane Street, an estimated $9.72M sold.
Based on aggregated 13F filings for Q3 2023.