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iShares iBonds Dec 2032 Term Corporate ETF

56 hedge funds and large institutions have $185M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

314% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 7

28% more capital invested

Capital invested by funds: $144M → $185M (+$40.8M)

24% more funds holding

Funds holding: 4556 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.8% less ownership

Funds ownership: 80.87%80.07% (-0.8%)

Holders
56
Holders Change
+11
Holders Change %
+24.44%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
29
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$32.8M +$330K +13,687 +1%
CIA
2
Capital Investment Advisors
Georgia
$19.1M +$19.6M +812,963 New
Bank of America
3
Bank of America
North Carolina
$18.5M +$2.95M +122,043 +18%
AF
4
Arrow Financial
New York
$10.8M +$3.97M +164,304 +55%
UBS Group
5
UBS Group
Switzerland
$9.48M +$854K +35,373 +10%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$9.35M +$1.91M +79,069 +25%
MLA
7
MB, Levis & Associates
Pennsylvania
$9.27M +$285K +11,813 +3%
Wells Fargo
8
Wells Fargo
California
$8.91M +$4.75M +196,763 +108%
PSIWM
9
Paradigm Strategies in Wealth Management
Minnesota
$6.09M +$1.43M +59,403 +30%
SHA
10
Seneca House Advisors
Virginia
$6M +$1.65M +68,245 +36%
Morgan Stanley
11
Morgan Stanley
New York
$4.88M +$5.02M +207,885 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.34M +$122K +5,051 +3%
GPA
13
Guidance Point Advisors
Massachusetts
$3.88M +$357K +14,778 +10%
KF
14
Krilogy Financial
Missouri
$3.79M +$124K +5,119 +3%
4FG
15
4Thought Financial Group
New York
$3.45M +$58.5K +2,421 +2%
PRWA
16
Platte River Wealth Advisors
Colorado
$3.29M -$265K -10,990 -7%
CA
17
CGN Advisors
Kansas
$3.16M +$174K +7,202 +6%
Jane Street
18
Jane Street
New York
$3.05M -$2.84M -117,727 -48%
Stifel Financial
19
Stifel Financial
Missouri
$2.99M +$1.75M +72,597 +133%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.54M +$88.7K +3,672 +4%
SSB
21
Sandy Spring Bank
Maryland
$2.21M +$1.11M +45,935 +96%
MA
22
MCF Advisors
Kentucky
$2.05M +$2.02M +83,732 +2,270%
VVP
23
Venture Visionary Partners
Ohio
$1.82M +$12K +495 +0.6%
Citadel Advisors
24
Citadel Advisors
Florida
$1.62M +$1.66M +68,916 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.48M +$1.52M +62,867 New

IBDX Hedge Fund Activity: Q3 2023 in Review

56 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q3 2023, worth a combined $185M — up 28% from $144M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDX positions and 2 closed out — a net gain of 13 holders — while 29 added to existing stakes and 7 trimmed.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $19.6M. The largest seller was Jane Street, cutting an estimated $2.84M.

  • 56 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $185M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q3 2023, up 28% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q3 2023 and 2 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q3 2023 was Capital Investment Advisors, an estimated $19.6M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q3 2023 was Jane Street, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2023.