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iShares iBonds Dec 2032 Term Corporate ETF

26 hedge funds and large institutions have $31.9M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

128% more capital invested

Capital invested by funds: $14M → $31.9M (+$17.9M)

117% more funds holding

Funds holding: 1226 (+14)

19.06% more ownership

Funds ownership: 90.94%110% (+19%)

Holders
26
Holders Change
+14
Holders Change %
+116.67%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
7
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.22M +$6.18M +257,302 New
RJFSA
2
Raymond James Financial Services Advisors
Florida
$4.2M +$41K +1,706 +1%
4FG
3
4Thought Financial Group
New York
$3.62M +$3.59M +149,662 New
Jane Street
4
Jane Street
New York
$3.39M +$3.01M +125,290 +836%
SHA
5
Seneca House Advisors
Virginia
$3.31M +$3.29M +136,997 New
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.3M +$2.28M +95,048 New
Stifel Financial
7
Stifel Financial
Missouri
$1.24M +$29.4K +1,225 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.11M +$1.11M +46,106 New
SWMG
9
Signature Wealth Management Group
Georgia
$1.11M +$59.6K +2,483 +6%
VVP
10
Venture Visionary Partners
Ohio
$1.02M +$1.02M +42,327 New
OCAM
11
Onex Canada Asset Management
Ontario, Canada
$933K +$969K +40,352 New
Wells Fargo
12
Wells Fargo
California
$805K +$799K +33,279 New
ACS
13
Archford Capital Strategies
Illinois
$663K +$658K +27,410 New
BEI
14
Benjamin Edwards Inc
Missouri
$607K +$529K +22,049 +720%
HL
15
HeadInvest LLC
Maine
$546K +$65.6K +2,733 +14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$228K +$227K +9,439 New
SSB
17
Sandy Spring Bank
Maryland
$152K +$151K +6,270 New
BCPWM
18
Bradley & Co Private Wealth Management
Florida
$128K
MA
19
MCF Advisors
Kentucky
$89.2K +$88.6K +3,689 New
BFEC
20
Benjamin F. Edwards & Company
Missouri
$66K -$50.7K -2,113 -44%
BlackRock
21
BlackRock
New York
$43.8K -$6.56M -273,187 -99%
VCM
22
Vigilant Capital Management
Maine
$35K +$35K +1,458 New
EW
23
Element Wealth
Mississippi
$24.8K +$24.6K +1,025 New
Osaic Holdings
24
Osaic Holdings
Arizona
$23K +$3.58K +149 +19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$8K +$8.09K +337 New

IBDX Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q4 2022, worth a combined $31.9M — up 128% from $14M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDX positions and 1 closed out — a net gain of 14 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $6.18M. The largest seller was BlackRock, cutting an estimated $6.56M.

  • 26 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q4 2022, up from 12 in Q3 2022.
  • Funds reported $31.9M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q4 2022, up 128% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q4 2022 and 1 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q4 2022 was Bank of America, an estimated $6.18M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q4 2022 was BlackRock, an estimated $6.56M sold.

Based on aggregated 13F filings for Q4 2022.