iShares iBonds Dec 2032 Term Corporate ETF
IBDX
84 hedge funds and large institutions have $347M 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
533% more capital inflows, than outflows
Capital inflows: $167M | Capital outflows: $26.4M
388% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 8
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
50% more funds holding
Funds holding: 56 → 84 (+28)
34.66% more ownership
Funds ownership: 46.39% → 81.05% (+35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summitry LLC
Foster City,
California
|
+$30.1M |
| 2 |
Gateway Advisory
Westfield,
New Jersey
|
+$27.6M |
| 3 |
First Interstate Bank
Billings,
Montana
|
+$21.4M |
| 4 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$11.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
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 |
CGN Advisors
Manhattan,
Kansas
|
-$576K |
| 5 |
Platte River Wealth Advisors
Louisville,
Colorado
|
-$271K |
IBDX Hedge Fund Activity: Q4 2023 in Review
84 of the 6,876 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 $347M — up 88% 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 $347M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q4 2023, up 88% 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.