We are live on ! Find out more
IBDW icon

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
TCCM
76
Timber Creek Capital Management
Massachusetts
$533K +$52.8K +2,683 +12%
BONH
77
Bank of New Hampshire
New Hampshire
$517K +$66K +3,350 +16%
SWC
78
Spectrum Wealth Counsel
Indiana
$481K +$456K +23,168 New
KTM
79
Keeler Thomas Management
Utah
$481K +$456K +23,147 New
CA
80
Cetera Advisors
Colorado
$456K +$7.13K +362 +2%
IWC
81
Integrated Wealth Concepts
Massachusetts
$450K +$165K +8,401 +63%
Mariner
82
Mariner
Kansas
$440K +$418K +21,208 New
SFO
83
Stokes Family Office
Louisiana
$439K +$416K +21,130 New
MIM
84
Moseley Investment Management
Florida
$388K +$368K +18,681 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$387K +$59.9K +3,043 +19%
SWM
86
Segment Wealth Management
Texas
$378K +$358K +18,200 New
MA
87
MONECO Advisors
Connecticut
$375K – – –
DWT
88
Dorsey & Whitney Trust
South Dakota
$363K – – –
Comerica Bank
89
Comerica Bank
Texas
$333K +$132K +6,712 +72%
LWM
90
Lyell Wealth Management
California
$264K +$251K +12,725 New
MA
91
Mutual Advisors
Nebraska
$260K +$247K +12,524 New
SC
92
Scotia Capital
Ontario, Canada
$247K +$234K +11,900 New
IA
93
IFP Advisors
Florida
$238K +$191K +9,681 +548%
PSIWM
94
Paradigm Strategies in Wealth Management
Minnesota
$224K +$213K +10,807 New
AAS
95
Avantax Advisory Services
Texas
$207K +$196K +9,977 New
JBA
96
Johnson Bixby & Associates
Washington
$202K +$191K +9,718 New
RBC
97
Roble Belko & Company
Pennsylvania
$155K +$147K +7,440 New
Osaic Holdings
98
Osaic Holdings
Arizona
$119K +$22.3K +1,134 +25%
HI
99
Harbour Investments
Wisconsin
$103K +$1.61K +82 +2%
EW
100
Element Wealth
Mississippi
$102K +$24.4K +1,240 +34%
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.