iShares iBonds Dec 2032 Term Corporate ETF
IBDX
45 hedge funds and large institutions have $144M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,350% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 2
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
107% more capital invested
Capital invested by funds: $69.9M → $144M (+$74.4M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more funds holding
Funds holding: 36 → 45 (+9)
1.13% less ownership
Funds ownership: 82% → 80.87% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$34.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$8.67M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.16M |
| 4 |
PSIWM
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
+$4.95M |
| 5 |
PRWA
Platte River Wealth Advisors
Louisville,
Colorado
|
+$3.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$209K |
| 2 |
4FG
4Thought Financial Group
Syosset,
New York
|
-$167K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.6K |
IBDX Hedge Fund Activity: Q2 2023 in Review
45 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q2 2023, worth a combined $144M — up 107% from $69.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBDX positions and 1 closed out — a net gain of 9 holders — while 29 added to existing stakes and 2 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $34.3M. The largest seller was Coldstream Capital Management, exiting entirely with an estimated $209K sold.
- 45 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q2 2023, up from 36 in Q1 2023.
- Funds reported $144M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q2 2023, up 107% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q2 2023 and 1 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q2 2023 was Aptus Capital Advisors, an estimated $34.3M added.
- The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q2 2023 was Coldstream Capital Management, an estimated $209K sold.
Based on aggregated 13F filings for Q2 2023.