iShares iBonds Dec 2031 Term Corporate ETF
IBDW
63 hedge funds and large institutions have $302M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 7 reducing their positions, and 5 closing their positions.
816% more capital inflows, than outflows
Capital inflows: $72.1M | Capital outflows: $7.88M
414% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 7
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
17% more funds holding
Funds holding: 54 → 63 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
196.45% less ownership
Funds ownership: 244.84% → 48.38% (-196%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$18.6M |
| 2 |
Jane Street
New York
|
+$10.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.98M |
| 4 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.51M |
| 5 |
Morgan Stanley
New York
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$3.99M |
| 2 |
Kestra Advisory Services
Austin,
Texas
|
-$2.76M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$560K |
| 4 |
Coldstream Capital Management
Bellevue,
Washington
|
-$207K |
| 5 |
4Thought Financial Group
Syosset,
New York
|
-$202K |
IBDW Hedge Fund Activity: Q2 2023 in Review
63 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q2 2023, worth a combined $302M — up 25% from $243M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBDW positions and 5 closed out — a net gain of 9 holders — while 36 added to existing stakes and 7 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $18.6M. The largest seller was Aptus Capital Advisors, cutting an estimated $3.99M.
- 63 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q2 2023, up from 54 in Q1 2023.
- Funds reported $302M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q2 2023, up 25% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q2 2023 and 5 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q2 2023 was NewEdge Advisors, an estimated $18.6M added.
- The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $3.99M sold.
Based on aggregated 13F filings for Q2 2023.