iShares iBonds Dec 2031 Term Corporate ETF
IBDW
20 hedge funds and large institutions have $21.6M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
11% more funds holding
Funds holding: 18 → 20 (+2)
6% more capital invested
Capital invested by funds: $20.5M → $21.6M (+$1.18M)
50.28% less ownership
Funds ownership: 109.75% → 59.47% (-50%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$2.25M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.23M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.16M |
| 4 |
AF
Arrow Financial
Glens Falls,
New York
|
+$876K |
| 5 |
CA
CGN Advisors
Manhattan,
Kansas
|
+$666K |
Top Sellers
| 1 |
4FG
4Thought Financial Group
Syosset,
New York
|
-$4.13M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
-$2.96M |
| 3 |
Jane Street
New York
|
-$474K |
| 4 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
-$92.3K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$68.5K |
IBDW Hedge Fund Activity: Q1 2022 in Review
20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q1 2022, worth a combined $21.6M — up 5.8% from $20.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBDW positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Krilogy Financial, opening a new position worth an estimated $2.25M. The largest seller was 4Thought Financial Group, exiting entirely with an estimated $4.13M sold.
- 20 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q1 2022, up from 18 in Q4 2021.
- Funds reported $21.6M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q1 2022, up 5.8% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q1 2022 and 4 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q1 2022 was Krilogy Financial, an estimated $2.25M added.
- The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q1 2022 was 4Thought Financial Group, an estimated $4.13M sold.
Based on aggregated 13F filings for Q1 2022.