iShares iBonds Dec 2032 Term Corporate ETF
IBDX
36 hedge funds and large institutions have $69.6M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
118% more capital invested
Capital invested by funds: $31.9M → $69.6M (+$37.7M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more funds holding
Funds holding: 26 → 36 (+10)
28% less ownership
Funds ownership: 110% → 82% (-28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
+$7.58M |
| 2 |
Rockefeller Capital Management
New York
|
+$7.05M |
| 3 |
AF
Arrow Financial
Glens Falls,
New York
|
+$4.73M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$3.83M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$984K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$595K |
| 3 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
-$128K |
| 4 |
BlackRock
New York
|
-$43.7K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$27.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSWM
26
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| $287K | +$283K | +11,450 | New |
|
|
CA
27
Cetera Advisors
Denver,
Colorado
| $260K | +$257K | +10,382 | New |
|
|
BFEC
28
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $239K | +$169K | +6,814 | +249% |
|
|
CCM
29
Coldstream Capital Management
Bellevue,
Washington
| $209K | +$206K | +8,321 | New |
|
|
VCM
30
Vigilant Capital Management
Portland,
Maine
| $116K | +$78.6K | +3,175 | +218% |
|
|
MA
31
MCF Advisors
Covington,
Kentucky
| $92.5K | – | – | – |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $30.1K | +$6.24K | +252 | +27% |
|
|
EW
33
Element Wealth
Ridgeland,
Mississippi
| $25.7K | – | – | – |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $11.3K | +$11.1K | +449 | New |
|
|
35
BlackRock
New York
| $1.18K | -$43.7K | -1,766 | -97% |
|
36
Commonwealth Equity Services
Waltham,
Massachusetts
| $249 | +$12.6K | +510 | +5% |
|
|
BCPWM
37
Bradley & Co Private Wealth Management
Miami,
Florida
| – | -$128K | -5,295 | Closed |
|
IBDX Hedge Fund Activity: Q1 2023 in Review
36 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q1 2023, worth a combined $69.6M — up 118% from $31.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBDX positions and 1 closed out — a net gain of 10 holders — while 18 added to existing stakes and 4 trimmed.
The largest buyer was MB, Levis & Associates, opening a new position worth an estimated $7.58M. The largest seller was Jane Street, cutting an estimated $984K.
- 36 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q1 2023, up from 26 in Q4 2022.
- Funds reported $69.6M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q1 2023, up 118% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q1 2023 and 1 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q1 2023 was MB, Levis & Associates, an estimated $7.58M added.
- The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q1 2023 was Jane Street, an estimated $984K sold.
Based on aggregated 13F filings for Q1 2023.