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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$7.54M

IBDY Hedge Fund Activity: Q3 2023 in Review

15 of the 6,310 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.