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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
AA
101
Addison Advisors
Vermont
$80.5K +$66.2K +3,360 +652%
CTC
102
Central Trust Company
Missouri
$71.6K +$2.38K +121 +4%
SPIA
103
Steward Partners Investment Advisory
New York
$52.8K – – –
BCPWM
104
Bradley & Co Private Wealth Management
Florida
$34.4K – – –
FCA
105
FinTrust Capital Advisors
South Carolina
$29.3K -$59.1K -3,000 -68%
CAL
106
Capital Analysts LLC
Pennsylvania
$27K +$26K +1,320 New
PTC
107
Private Trust Company
Ohio
$26.8K +$25.4K +1,290 New
AF
108
Allworth Financial
California
$21.3K +$20.2K +1,027 New
GBT
109
Grove Bank & Trust
Florida
$9.87K – – –
CTWM
110
Cherry Tree Wealth Management
Minnesota
$8K +$7.58K +385 New
PS
111
Principal Securities
Iowa
$4.05K +$3.84K +195 New
BlackRock
112
BlackRock
New York
$1.16K – – –
SC
113
Sykon Capital
New York
– -$2.36M -121,558 Closed
Bank of New York Mellon
114
Bank of New York Mellon
New York
– -$2.31M -119,166 Closed
OMC
115
Old Mission Capital
Illinois
– -$826K -42,626 Closed
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
– -$29.3K -1,510 Closed
RW
117
RVW Wealth
California
– -$20.7K -1,066 Closed
ANBT
118
American National Bank & Trust
Texas
– -$14.7K -756 Closed
HL
119
HeadInvest LLC
Maine
– -$2.3K -120 Closed
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.