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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

48 hedge funds and large institutions have $201M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 13 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,300% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 1

361% more capital invested

Capital invested by funds: $43.7M → $201M (+$158M)

220% more funds holding

Funds holding: 15 → 48 (+33)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

11.72% more ownership

Funds ownership: 81.01% → 92.74% (+12%)

Holders
48
Holders Change
+33
Holders Change %
+220%
% of All Funds
0.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
13
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
Gateway Advisory
New Jersey
+$35.9M
2
FIB
First Interstate Bank
Montana
+$18.4M
3
Morgan Stanley
Morgan Stanley
New York
+$14.1M
4
Bank of America
Bank of America
North Carolina
+$13.2M
5
IW
Instrumental Wealth
Florida
+$7.57M

Top Sellers

1
HL
HeadInvest LLC
Maine
-$2.37K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.12M +$1.06M +43,409 New
PA
27
Probity Advisors
Texas
$960K +$908K +37,152 New
JWCA
28
J.W. Cole Advisors
Florida
$804K +$760K +31,103 New
PIA
29
Panoramic Investment Advisors
Colorado
$756K +$715K +29,240 New
CCM
30
Coldstream Capital Management
Washington
$716K +$677K +27,711 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$639K +$605K +24,736 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$621K +$588K +24,038 New
BEI
33
Benjamin Edwards Inc
Missouri
$608K +$575K +23,515 New
SP
34
Stonebrook Private
Michigan
$577K +$545K +22,303 New
JIR
35
James Investment Research
Ohio
$532K +$503K +20,575 New
UCFA
36
United Capital Financial Advisors
Texas
$509K +$481K +19,673 New
Mariner
37
Mariner
Kansas
$429K +$406K +16,615 New
MML Investors Services
38
MML Investors Services
Massachusetts
$409K +$386K +15,806 New
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$400K – – –
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$296K +$280K +11,458 New
EIP
41
Ellis Investment Partners
Pennsylvania
$212K +$200K +8,200 New
AAS
42
Avantax Advisory Services
Texas
$207K +$196K +8,019 New
KHC
43
Koesten Hirschmann & Crabtree
Kansas
$128K +$121K +4,970 New
Comerica Bank
44
Comerica Bank
Texas
$99.7K +$94.3K +3,857 New
IA
45
IFP Advisors
Florida
$95.6K +$90.4K +3,698 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$75K +$42.2K +1,727 +147%
CTC
47
Central Trust Company
Missouri
$19.8K +$18.7K +767 New
ATC
48
Adirondack Trust Company
New York
$1.49K +$1.44K +59 New
HL
49
HeadInvest LLC
Maine
– -$2.37K -100 Closed
1
2

IBDY Hedge Fund Activity: Q4 2023 in Review

48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q4 2023, worth a combined $201M — up 361% from $43.7M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBDY positions and 1 closed out — a net gain of 33 holders — while 13 added to existing stakes and 0 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $35.9M. The largest seller was HeadInvest LLC, exiting entirely with an estimated $2.37K sold.

  • 48 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q4 2023, up from 15 in Q3 2023.
  • Funds reported $201M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q4 2023, up 361% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q4 2023 and 1 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q4 2023 was Gateway Advisory, an estimated $35.9M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q4 2023 was HeadInvest LLC, an estimated $2.37K sold.

Based on aggregated 13F filings for Q4 2023.