iShares iBonds Dec 2032 Term Corporate ETF
IBDX
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.
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: 45 → 56 (+11)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.8% less ownership
Funds ownership: 80.87% → 80.07% (-0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$19.6M |
| 2 |
Morgan Stanley
New York
|
+$5.02M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.75M |
| 4 |
AF
Arrow Financial
Glens Falls,
New York
|
+$3.97M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.84M |
| 2 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
-$938K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$657K |
| 4 |
PRWA
Platte River Wealth Advisors
Louisville,
Colorado
|
-$265K |
| 5 |
MSWM
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
-$25.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
51
IFP Advisors
Tampa,
Florida
| $34.2K | -$6.37K | -264 | -15% |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $17.5K | -$748 | -31 | -4% |
|
|
ANBT
53
American National Bank & Trust
Wichita Falls,
Texas
| $14.6K | +$15K | +623 | New |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10.5K | – | – | – |
|
|
AA
55
Addison Advisors
Middlebury,
Vermont
| $9.86K | +$10.1K | +420 | New |
|
56
BlackRock
New York
| $1.1K | – | – | – |
|
|
OCAM
57
Onex Canada Asset Management
Toronto,
Ontario, Canada
| – | -$938K | -40,352 | Closed |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$657K | -26,698 | Closed |
|
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.