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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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

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)

78% more capital invested

Capital invested by funds: $79.1M → $141M (+$61.8M)

38% more funds holding

Funds holding: 32 → 44 (+12)

7.06% more ownership

Funds ownership: 84.5% → 91.56% (+7.1%)

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
19
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$23.7M
2
SBL
Sargent Bickham Lagudis
Colorado
+$18.2M
3
KAS
Kestra Advisory Services
Texas
+$7.38M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$6.65M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.51M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$18.1M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$9.41M
3
CIM
Confluence Investment Management
Missouri
-$4.21M
4
BEI
Benjamin Edwards Inc
Missouri
-$2.08M
5
KF
Krilogy Financial
Missouri
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$23.8M +$23.7M +1,195,540 New
SBL
2
Sargent Bickham Lagudis
Colorado
$18.3M +$18.2M +919,698 +108,200%
Bank of America
3
Bank of America
North Carolina
$15.9M +$3.66M +185,073 +30%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15M +$6.51M +328,855 +77%
MLA
5
MB, Levis & Associates
Pennsylvania
$8.08M +$8.04M +406,195 New
KAS
6
Kestra Advisory Services
Texas
$7.42M +$7.38M +372,802 New
SVWAG
7
Sound View Wealth Advisors Group
Georgia
$6.98M +$6.65M +336,036 New
AF
8
Arrow Financial
New York
$5.77M +$4.34M +219,259 +310%
Morgan Stanley
9
Morgan Stanley
New York
$5M +$4.97M +251,187 +25,118,700%
VVP
10
Venture Visionary Partners
Ohio
$3.71M +$3.69M +186,369 New
4FG
11
4Thought Financial Group
New York
$3.61M +$82.7K +4,181 +2%
Invesco
12
Invesco
Georgia
$3.09M +$1.06M +53,366 +52%
CA
13
CGN Advisors
Kansas
$2.97M +$1.04M +52,690 +54%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.08M -$29.7K -1,501 -1%
OMC
15
Old Mission Capital
Illinois
$2.04M +$2.03M +102,537 New
SWMG
16
Signature Wealth Management Group
Georgia
$1.97M +$484K +24,473 +33%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.83M +$90.4K +4,567 +5%
CIA
18
Capital Investment Advisors
Georgia
$1.72M -$28.4K -1,433 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.4M +$575K +29,054 +70%
KF
20
Krilogy Financial
Missouri
$1.38M -$1.74M -87,881 -56%
Wells Fargo
21
Wells Fargo
California
$1.03M +$830K +41,931 +420%
Jane Street
22
Jane Street
New York
$899K -$774K -39,108 -46%
LHC
23
Little House Capital
Massachusetts
$899K +$111K +5,609 +14%
ACS
24
Archford Capital Strategies
Illinois
$894K +$889K +44,930 New
RJA
25
Raymond James & Associates
Florida
$692K -$10.9K -549 -2%
1
2

IBDW Hedge Fund Activity: Q4 2022 in Review

44 of the 6,221 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.