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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$623K +$589K +24,683 New
GCA
52
Gradient Capital Advisors
California
$592K +$182K +7,632 +48%
SP
53
Stonebrook Private
Michigan
$575K +$544K +22,785 New
MFG
54
Mendota Financial Group
Wisconsin
$569K +$538K +22,568 New
MSWM
55
McGlone Suttner Wealth Management
Wisconsin
$549K +$246K +10,305 +90%
Truist Financial
56
Truist Financial
North Carolina
$514K +$504K +21,133 New
CA
57
Cetera Advisors
Colorado
$447K +$95 +4 +0%
UCFA
58
United Capital Financial Advisors
Texas
$445K +$420K +17,620 New
Mariner
59
Mariner
Kansas
$441K +$417K +17,478 New
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$379K +$358K +15,007 New
MML Investors Services
61
MML Investors Services
Massachusetts
$352K +$332K +13,936 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$342K +$323K +13,554 New
PWP
63
Precedent Wealth Partners
Texas
$339K +$320K +13,420 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$313K +$64.2K +2,692 +28%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$303K +$286K +12,000 New
MA
66
Mutual Advisors
Nebraska
$272K +$258K +10,794 New
Lido Advisors
67
Lido Advisors
California
$264K +$249K +10,451 New
CHA
68
Cooper/Haims Advisors
New York
$263K – – –
BPA
69
Beacon Pointe Advisors
California
$261K +$247K +10,363 New
SFO
70
Stokes Family Office
Louisiana
$242K +$229K +9,580 New
Comerica Bank
71
Comerica Bank
Texas
$231K -$7.63K -320 -3%
SWM
72
Segment Wealth Management
Texas
$220K +$208K +8,700 New
AAS
73
Avantax Advisory Services
Texas
$207K +$196K +8,217 New
KHC
74
Koesten Hirschmann & Crabtree
Kansas
$129K +$122K +5,100 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$115K +$97.7K +4,094 +912%
1 2
3
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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.