We are live on ! Find out more
IBDY icon

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
GA
1
Gateway Advisory
New Jersey
$37.9M +$35.9M +1,467,463 New
CIA
2
Capital Investment Advisors
Georgia
$23.8M +$4.08M +166,955 +22%
Morgan Stanley
3
Morgan Stanley
New York
$20.9M +$14.1M +578,115 +249%
FIB
4
First Interstate Bank
Montana
$19.5M +$18.4M +753,418 New
Bank of America
5
Bank of America
North Carolina
$14M +$13.2M +540,088 New
EFP
6
Envision Financial Planning
Tennessee
$13.9M +$6.98M +285,699 +114%
MLA
7
MB, Levis & Associates
Pennsylvania
$10.5M +$3.87M +158,506 +64%
IW
8
Instrumental Wealth
Florida
$7.87M +$7.57M +309,651 New
AF
9
Arrow Financial
New York
$6.16M +$5.64M +230,950 +3,082%
Jane Street
10
Jane Street
New York
$5.49M +$1.17M +47,969 +29%
4FG
11
4Thought Financial Group
New York
$3.63M +$3.43M +140,442 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.78M +$2.63M +107,615 New
BFEC
13
Benjamin F. Edwards & Company
Missouri
$2.72M +$2.57M +105,113 New
Wells Fargo
14
Wells Fargo
California
$2.66M +$2.38M +97,541 +1,821%
VVP
15
Venture Visionary Partners
Ohio
$2.53M +$2.39M +97,946 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.53M +$2.39M +97,837 New
ACS
17
Archford Capital Strategies
Illinois
$1.81M +$1.71M +70,139 New
MSWM
18
McGlone Suttner Wealth Management
Wisconsin
$1.79M +$1.69M +69,079 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.76M +$1.67M +68,221 New
SSB
20
Sandy Spring Bank
Maryland
$1.74M +$896K +36,667 +119%
MA
21
MCF Advisors
Kentucky
$1.51M +$21K +858 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$1.44M +$680K +27,839 +100%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.38M +$1.06M +43,343 +440%
RJA
24
Raymond James & Associates
Florida
$1.33M +$884K +36,165 +234%
PA
25
Parallel Advisors
California
$1.31M +$1.24M +50,849 New
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.