iShares iBonds Dec 2031 Term Corporate ETF
IBDW
44 hedge funds and large institutions have $141M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
165% more capital inflows, than outflows
Capital inflows: $97.3M | Capital outflows: $36.7M
138% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
63.34% more ownership
Funds ownership: 84.5% → 147.83% (+63%)
38% more funds holding
Funds holding: 32 → 44 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$23.7M |
| 2 |
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$18.2M |
| 3 |
Kestra Advisory Services
Austin,
Texas
|
+$7.38M |
| 4 |
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$6.65M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$18.1M |
| 2 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$9.42M |
| 3 |
Confluence Investment Management
St. Louis,
Missouri
|
-$4.21M |
| 4 |
Benjamin Edwards Inc
Clayton,
Missouri
|
-$2.08M |
| 5 |
Krilogy Financial
St. Louis,
Missouri
|
-$1.74M |
IBDW Hedge Fund Activity: Q4 2022 in Review
44 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q4 2022, worth a combined $141M — up 78% from $79.1M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBDW positions and 4 closed out — a net gain of 12 holders — while 19 added to existing stakes and 8 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $23.7M. The largest seller was Stifel Financial, exiting entirely with an estimated $18.1M sold.
- 44 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $141M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q4 2022, up 78% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q4 2022 and 4 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q4 2022 was Aptus Capital Advisors, an estimated $23.7M added.
- The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q4 2022 was Stifel Financial, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2022.