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iShares iBonds Dec 2032 Term Corporate ETF

36 hedge funds and large institutions have $69.6M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

350% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 4

118% more capital invested

Capital invested by funds: $31.9M → $69.6M (+$37.7M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more funds holding

Funds holding: 2636 (+10)

28% less ownership

Funds ownership: 110%82% (-28%)

Holders
36
Holders Change
+10
Holders Change %
+38.46%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
18
Reduced
4
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
$7.94M +$1.47M +59,400 +23%
MLA
2
MB, Levis & Associates
Pennsylvania
$7.68M +$7.58M +306,195 New
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$7.14M +$7.05M +284,993 New
AF
4
Arrow Financial
New York
$4.79M +$4.73M +190,965 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.32M -$27.6K -1,113 -0.6%
SHA
6
Seneca House Advisors
Virginia
$4.01M +$563K +22,761 +17%
KF
7
Krilogy Financial
Missouri
$3.88M +$3.83M +154,640 New
4FG
8
4Thought Financial Group
New York
$3.79M +$39.4K +1,591 +1%
Wells Fargo
9
Wells Fargo
California
$3.11M +$2.25M +90,914 +273%
UBS Group
10
UBS Group
Switzerland
$3M +$2.96M +119,612 +299,030%
CA
11
CGN Advisors
Kansas
$2.86M +$2.82M +113,907 New
Jane Street
12
Jane Street
New York
$2.52M -$984K -39,752 -28%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.45M +$64.5K +2,604 +3%
VVP
14
Venture Visionary Partners
Ohio
$1.93M +$853K +34,462 +81%
Stifel Financial
15
Stifel Financial
Missouri
$1.3M +$18.5K +748 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.2M +$1.18M +47,518 +14,100%
SWMG
17
Signature Wealth Management Group
Georgia
$1.17M +$26.3K +1,062 +2%
OCAM
18
Onex Canada Asset Management
Ontario, Canada
$964K
LHC
19
Little House Capital
Massachusetts
$938K +$926K +37,426 New
ACS
20
Archford Capital Strategies
Illinois
$712K +$17.7K +714 +3%
BEI
21
Benjamin Edwards Inc
Missouri
$671K +$40.6K +1,640 +7%
HL
22
HeadInvest LLC
Maine
$599K +$33.2K +1,341 +6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$554K -$595K -24,017 -52%
SSB
24
Sandy Spring Bank
Maryland
$480K +$319K +12,890 +206%
GCA
25
Gradient Capital Advisors
California
$332K +$328K +13,252 New

IBDX Hedge Fund Activity: Q1 2023 in Review

36 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q1 2023, worth a combined $69.6M — up 118% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDX positions and 1 closed out — a net gain of 10 holders — while 18 added to existing stakes and 4 trimmed.

The largest buyer was MB, Levis & Associates, opening a new position worth an estimated $7.58M. The largest seller was Jane Street, cutting an estimated $984K.

  • 36 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q1 2023, up from 26 in Q4 2022.
  • Funds reported $69.6M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q1 2023, up 118% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q1 2023 and 1 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q1 2023 was MB, Levis & Associates, an estimated $7.58M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q1 2023 was Jane Street, an estimated $984K sold.

Based on aggregated 13F filings for Q1 2023.