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iShares iBonds Dec 2032 Term Corporate ETF
IBDX

84 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

93% more capital invested

Capital invested by funds: $185M → $356M (+$171M)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

50% more funds holding

Funds holding: 56 → 84 (+28)

3.07% more ownership

Funds ownership: 80.07% → 83.14% (+3.1%)

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
33
Increased
39
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
+$30.1M
2
GA
Gateway Advisory
New Jersey
+$27.6M
3
FIB
First Interstate Bank
Montana
+$21.4M
4
Morgan Stanley
Morgan Stanley
New York
+$12M
5
NA
NewEdge Advisors
Louisiana
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$19.4M
2
Jane Street
Jane Street
New York
-$3.05M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.54M
4
CA
CGN Advisors
Kansas
-$576K
5
PRWA
Platte River Wealth Advisors
Colorado
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$3.24M +$2.76M +115,817 +932%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.19M +$2.63M +110,436 +691%
SSB
28
Sandy Spring Bank
Maryland
$2.88M +$478K +20,032 +21%
CA
29
CGN Advisors
Kansas
$2.79M -$576K -24,159 -18%
LWM
30
Lyell Wealth Management
California
$2.26M +$2.14M +89,550 New
MA
31
MCF Advisors
Kentucky
$2.24M +$33.3K +1,394 +2%
ACS
32
Archford Capital Strategies
Illinois
$2.08M +$1.01M +42,508 +106%
VVP
33
Venture Visionary Partners
Ohio
$1.94M -$15.4K -647 -0.8%
RA
34
RFG Advisory
Alabama
$1.76M +$1.66M +69,576 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.59M +$2.84K +119 +0.2%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$1.58M +$1.45M +60,634 +2,984%
SIC
37
Sigma Investment Counselors
Michigan
$1.52M +$1.43M +60,053 New
MCM
38
MV Capital Management
Maryland
$1.41M +$1.33M +55,867 New
PA
39
Parallel Advisors
California
$1.33M +$1.26M +52,877 New
SWMG
40
Signature Wealth Management Group
Georgia
$1.26M +$1.19M +49,849 New
LHC
41
Little House Capital
Massachusetts
$1.21M +$20.4K +855 +2%
RJA
42
Raymond James & Associates
Florida
$1.11M +$846K +35,454 +410%
CCM
43
Coldstream Capital Management
Washington
$1.03M +$678K +28,435 +226%
PA
44
Probity Advisors
Texas
$962K +$910K +38,148 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$851K +$430K +18,019 +115%
RW
46
REDW Wealth
New Mexico
$823K +$779K +32,638 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$788K +$21.6K +904 +3%
HL
48
HeadInvest LLC
Maine
$773K +$120K +5,043 +20%
PWS
49
Peloton Wealth Strategists
Indiana
$732K +$692K +29,000 New
BEI
50
Benjamin Edwards Inc
Missouri
$666K -$13K -544 -2%
1
2
3 4

IBDX Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q4 2023, worth a combined $356M — up 93% from $185M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDX positions and 5 closed out — a net gain of 28 holders — while 39 added to existing stakes and 8 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $30.1M. The largest seller was Aptus Capital Advisors, cutting an estimated $19.4M.

  • 84 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q4 2023, up from 56 in Q3 2023.
  • Funds reported $356M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q4 2023, up 93% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q4 2023 and 5 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q4 2023 was Summitry LLC, an estimated $30.1M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q4 2023 was Aptus Capital Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q4 2023.