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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

15 hedge funds and large institutions have $43.7M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

434% more capital invested

Capital invested by funds: $8.18M → $43.7M (+$35.5M)

400% more funds holding

Funds holding: 3 → 15 (+12)

8.63% more ownership

Funds ownership: 72.38% → 81.01% (+8.6%)

Holders
15
Holders Change
+12
Holders Change %
+400%
% of All Funds
0.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$18.6M
2
MLA
MB, Levis & Associates
Pennsylvania
+$6.15M
3
Morgan Stanley
Morgan Stanley
New York
+$5.73M
4
Jane Street
Jane Street
New York
+$3.47M
5
MA
MCF Advisors
Kentucky
+$1.42M

Top Sellers

1
BlackRock
BlackRock
New York
-$7.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$18.1M +$18.6M +755,307 New
EFP
2
Envision Financial Planning
Tennessee
$6.01M +$6.19M +250,672 New
MLA
3
MB, Levis & Associates
Pennsylvania
$5.97M +$6.15M +249,149 New
Morgan Stanley
4
Morgan Stanley
New York
$5.57M +$5.73M +232,289 New
Jane Street
5
Jane Street
New York
$3.94M +$3.47M +140,625 +592%
MA
6
MCF Advisors
Kentucky
$1.38M +$1.42M +57,602 New
SSB
7
Sandy Spring Bank
Maryland
$736K +$758K +30,700 New
Citadel Advisors
8
Citadel Advisors
Florida
$664K +$684K +27,717 New
FMWA
9
Forvis Mazars Wealth Advisors
Missouri
$371K +$382K +15,492 New
RJA
10
Raymond James & Associates
Florida
$371K +$382K +15,467 New
HighTower Advisors
11
HighTower Advisors
Illinois
$236K +$243K +9,852 New
AF
12
Arrow Financial
New York
$180K +$185K +7,494 New
Wells Fargo
13
Wells Fargo
California
$128K +$84.4K +3,421 +177%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$28K +$28.9K +1,171 New
HL
15
HeadInvest LLC
Maine
$2.37K +$2.47K +100 New
BlackRock
16
BlackRock
New York
– -$7.54M -300,000 Closed

IBDY Hedge Fund Activity: Q3 2023 in Review

15 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q3 2023, worth a combined $43.7M — up 434% from $8.18M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBDY positions and 1 closed out — a net gain of 12 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $18.6M. The largest seller was BlackRock, exiting entirely with an estimated $7.54M sold.

  • 15 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q3 2023, up from 3 in Q2 2023.
  • Funds reported $43.7M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q3 2023, up 434% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q3 2023 and 1 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q3 2023 was Capital Investment Advisors, an estimated $18.6M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q3 2023 was BlackRock, an estimated $7.54M sold.

Based on aggregated 13F filings for Q3 2023.