iShares iBonds Dec 2033 Term Corporate ETF
IBDY
48 hedge funds and large institutions have $191M 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.
3,300% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 1
337% more capital invested
Capital invested by funds: $43.7M → $191M (+$147M)
220% more funds holding
Funds holding: 15 → 48 (+33)
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
6.9% more ownership
Funds ownership: 81.01% → 87.91% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$35.9M |
| 2 |
FIB
First Interstate Bank
Billings,
Montana
|
+$18.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.2M |
| 4 |
IW
Instrumental Wealth
Tampa,
Florida
|
+$7.57M |
| 5 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
+$6.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
HeadInvest LLC
Portland,
Maine
|
-$2.37K |
IBDY Hedge Fund Activity: Q4 2023 in Review
48 of the 6,869 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 $191M — up 337% 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 $191M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q4 2023, up 337% 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.