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iShares iBonds Dec 2032 Term Corporate ETF

56 hedge funds and large institutions have $185M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

28% more capital invested

Capital invested by funds: $144M → $185M (+$40.8M)

24% more funds holding

Funds holding: 4556 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.8% less ownership

Funds ownership: 80.87%80.07% (-0.8%)

Holders
56
Holders Change
+11
Holders Change %
+24.44%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
29
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.28M +$44.5K +1,845 +3%
LHC
27
Little House Capital
Massachusetts
$1.1M +$158K +6,537 +16%
ACS
28
Archford Capital Strategies
Illinois
$938K +$53.3K +2,208 +6%
LPL Financial
29
LPL Financial
California
$865K +$108K +4,483 +14%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$712K +$732K +30,338 New
BEI
31
Benjamin Edwards Inc
Missouri
$632K -$5.41K -224 -0.8%
HL
32
HeadInvest LLC
Maine
$593K -$4.71K -195 -0.8%
CA
33
Cetera Advisors
Colorado
$416K +$107K +4,415 +33%
HighTower Advisors
34
HighTower Advisors
Illinois
$375K +$386K +15,974 New
GCA
35
Gradient Capital Advisors
California
$372K
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$369K +$64.9K +2,690 +21%
CCM
37
Coldstream Capital Management
Washington
$295K +$304K +12,578 New
BFEC
38
Benjamin F. Edwards & Company
Missouri
$292K +$55.3K +2,291 +23%
MSWM
39
McGlone Suttner Wealth Management
Wisconsin
$269K -$25.7K -1,063 -8%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$264K +$30.1K +1,245 +12%
CHA
41
Cooper/Haims Advisors
New York
$244K +$251K +10,407 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$228K
Comerica Bank
43
Comerica Bank
Texas
$222K +$229K +9,473 New
BRWA
44
B. Riley Wealth Advisors
Florida
$204K +$210K +8,687 New
RJA
45
Raymond James & Associates
Florida
$203K +$209K +8,645 New
FCA
46
FinTrust Capital Advisors
South Carolina
$85.2K +$87.6K +3,630 New
SPIA
47
Steward Partners Investment Advisory
New York
$49.2K +$20K +830 +66%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$48K +$49.1K +2,032 New
EW
49
Element Wealth
Mississippi
$47.7K
CTC
50
Central Trust Company
Missouri
$39.9K +$32.9K +1,362 +403%

IBDX Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q3 2023, worth a combined $185M — up 28% from $144M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDX positions and 2 closed out — a net gain of 13 holders — while 29 added to existing stakes and 7 trimmed.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $2.84M.

  • 56 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $185M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q3 2023, up 28% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q3 2023 and 2 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q3 2023 was Capital Investment Advisors, an estimated $19.6M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q3 2023 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2023.