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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

18 hedge funds and large institutions have $20.5M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

350% more funds holding

Funds holding: 4 → 18 (+14)

127% more capital invested

Capital invested by funds: $9.02M → $20.5M (+$11.4M)

44.18% more ownership

Funds ownership: 65.57% → 109.75% (+44%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
18
Holders Change
+14
Holders Change %
+350%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.2M
2
4FG
4Thought Financial Group
New York
+$4.13M
3
Jane Street
Jane Street
New York
+$2.64M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.99M
5
Invesco
Invesco
Georgia
+$1.27M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.71M
2
Citadel Advisors
Citadel Advisors
Florida
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.2M +$4.2M +168,786 New
4FG
2
4Thought Financial Group
New York
$4.13M +$4.13M +166,038 New
Jane Street
3
Jane Street
New York
$3.87M +$2.64M +106,282 +215%
LC
4
Legacy CG
Texas
$2.96M +$2.97M +119,276 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.99M +$1.99M +80,024 New
Invesco
6
Invesco
Georgia
$1.27M +$1.27M +51,155 New
RJA
7
Raymond James & Associates
Florida
$727K – – –
BCPWM
8
Bradley & Co Private Wealth Management
Florida
$323K +$323K +12,994 New
SSB
9
Sandy Spring Bank
Maryland
$320K +$320K +12,880 New
FNB
10
Farmers National Bank
Kentucky
$244K +$245K +9,832 New
BEI
11
Benjamin Edwards Inc
Missouri
$241K +$241K +9,703 New
Osaic Holdings
12
Osaic Holdings
Arizona
$81K +$80.2K +3,226 New
AF
13
Arrow Financial
New York
$78K +$77.5K +3,115 New
FNBOSM
14
First National Bank of South Miami
Florida
$12K +$11.8K +475 New
TAM
15
Tucker Asset Management
Colorado
$9.96K +$9.95K +400 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5K +$5.25K +211 New
BlackRock
17
BlackRock
New York
$1K -$6.71M -269,950 -100%
Citadel Advisors
18
Citadel Advisors
Florida
– -$299K -11,979 Closed
UBS Group
19
UBS Group
Switzerland
– +$25 +1 New

IBDW Hedge Fund Activity: Q4 2021 in Review

18 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q4 2021, worth a combined $20.5M — up 127% from $9.02M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDW positions and 1 closed out — a net gain of 14 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $4.2M. The largest seller was BlackRock, cutting an estimated $6.71M.

  • 18 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q4 2021, up from 4 in Q3 2021.
  • Funds reported $20.5M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q4 2021, up 127% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q4 2021 and 1 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q4 2021 was Bank of America, an estimated $4.2M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q4 2021 was BlackRock, an estimated $6.71M sold.

Based on aggregated 13F filings for Q4 2021.