iShares iBonds Dec 2031 Term Corporate ETF
IBDW
62 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 13 funds opening new positions, 36 increasing their positions, 7 reducing their positions, and 5 closing their positions.
414% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 7
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
25% more capital invested
Capital invested by funds: $241M → $302M (+$60.9M)
15% more funds holding
Funds holding: 54 → 62 (+8)
0.48% more ownership
Funds ownership: 85.16% → 85.64% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$18.6M |
| 2 |
Jane Street
New York
|
+$10.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.98M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.51M |
| 5 |
Morgan Stanley
New York
|
+$3.7M |
Top Sellers
IBDW Hedge Fund Activity: Q2 2023 in Review
62 of the 6,369 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 $241M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBDW positions and 5 closed out — a net gain of 8 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.
- 62 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.
- 13 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q2 2023 and 5 closed out, a net change of +8 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.