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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$30.1M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$27.6M |
| 3 |
FIB
First Interstate Bank
Billings,
Montana
|
+$21.4M |
| 4 |
Morgan Stanley
New York
|
+$12M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$19.4M |
| 2 |
Jane Street
New York
|
-$3.05M |
| 3 |
Bank of New York Mellon
New York
|
-$2.54M |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$576K |
| 5 |
PRWA
Platte River Wealth Advisors
Louisville,
Colorado
|
-$271K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATC
76
Adirondack Trust Company
Saratoga Springs,
New York
| $112K | +$109K | +4,556 | New |
|
|
IA
77
IFP Advisors
Tampa,
Florida
| $96.8K | +$56.8K | +2,379 | +163% |
|
|
AA
78
Addison Advisors
Middlebury,
Vermont
| $66.5K | +$52.8K | +2,215 | +527% |
|
|
SPIA
79
Steward Partners Investment Advisory
New York
| $52.8K | – | – | – |
|
|
EW
80
Element Wealth
Ridgeland,
Mississippi
| $51.2K | – | – | – |
|
|
CTC
81
Central Trust Company
Jefferson City,
Missouri
| $45.4K | +$2.41K | +101 | +6% |
|
82
Osaic Holdings
Scottsdale,
Arizona
| $22.2K | +$3.27K | +137 | +18% |
|
|
AF
83
Allworth Financial
Folsom,
California
| $21.4K | +$20.3K | +849 | New |
|
84
BlackRock
New York
| $1.19K | – | – | – |
|
|
85
Jane Street
New York
| – | -$3.05M | -129,771 | Closed |
|
|
86
Bank of New York Mellon
New York
| – | -$2.54M | -108,310 | Closed |
|
|
BRWA
87
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$204K | -8,687 | Closed |
|
|
FCA
88
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$85.2K | -3,630 | Closed |
|
|
ANBT
89
American National Bank & Trust
Wichita Falls,
Texas
| – | -$14.6K | -623 | Closed |
|
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.