iShares iBonds Dec 2031 Term Corporate ETF
IBDW
113 hedge funds and large institutions have $548M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 56 increasing their positions, 11 reducing their positions, and 7 closing their positions.
471% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 7
409% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 11
310% more capital inflows, than outflows
Capital inflows: $180M | Capital outflows: $43.9M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
41% more funds holding
Funds holding: 80 → 113 (+33)
22.45% more ownership
Funds ownership: 63.24% → 85.69% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gateway Advisory
Westfield,
New Jersey
|
+$27.7M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
Venture Visionary Partners
Sylvania,
Ohio
|
+$14M |
| 4 |
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$6.62M |
| 5 |
Buffington Mohr McNeal
Boise,
Idaho
|
+$6.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summitry LLC
Foster City,
California
|
-$18.7M |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$12.7M |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.97M |
| 4 |
Sykon Capital
Harrison,
New York
|
-$2.36M |
| 5 |
Bank of New York Mellon
New York
|
-$2.31M |
IBDW Hedge Fund Activity: Q4 2023 in Review
113 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q4 2023, worth a combined $548M — up 45% from $378M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IBDW positions and 7 closed out — a net gain of 33 holders — while 56 added to existing stakes and 11 trimmed.
The largest buyer was Gateway Advisory, opening a new position worth an estimated $27.7M. The largest seller was Summitry LLC, cutting an estimated $18.7M.
- 113 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q4 2023, up from 80 in Q3 2023.
- Funds reported $548M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q4 2023, up 45% quarter-over-quarter.
- 40 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q4 2023 and 7 closed out, a net change of +33 holders.
- The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q4 2023 was Gateway Advisory, an estimated $27.7M added.
- The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q4 2023 was Summitry LLC, an estimated $18.7M sold.
Based on aggregated 13F filings for Q4 2023.