State Street SPDR Bloomberg International Corporate Bond ETF
IBND
86 hedge funds and large institutions have $156M invested in State Street SPDR Bloomberg International Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 21 closing their positions.
1.16% less ownership
Funds ownership: 72.1% → 70.94% (-1.2%)
4% less funds holding
Funds holding: 90 → 86 (-4)
7% less capital invested
Capital invested by funds: $168M → $156M (-$12.3M)
19% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 21
19% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 31
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$9.03M |
| 2 |
Morgan Stanley
New York
|
+$3.94M |
| 3 |
CCA
Checchi Capital Advisers
Beverly Hills,
California
|
+$3.69M |
| 4 |
ITB
Idaho Trust Bank
Boise,
Idaho
|
+$2.93M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$10.4M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$7.55M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$4.24M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.11M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
101
Global Retirement Partners
San Rafael,
California
| – | -$277K | -10,275 | Closed |
|
|
CWM
102
Congress Wealth Management
Boston,
Massachusetts
| – | -$275K | -10,152 | Closed |
|
|
BWP
103
Balboa Wealth Partners
Scottsdale,
Arizona
| – | -$253K | -9,329 | Closed |
|
|
RIA
104
Realta Investment Advisors
Wilmington,
Delaware
| – | -$236K | -8,332 | Closed |
|
|
AF
105
Advisornet Financial
Minnetonka,
Minnesota
| – | -$13.6K | -500 | Closed |
|
|
HCM
106
Hollencrest Capital Management
Newport Beach,
California
| – | -$1.76K | -65 | Closed |
|
107
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -21 | Closed |
|
|
TRCT
108
Tower Research Capital (TRC)
New York
| – | -$298 | -11 | Closed |
|
IBND Hedge Fund Activity: Q4 2023 in Review
86 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg International Corporate Bond ETF (IBND) for Q4 2023, worth a combined $156M — down 7.3% from $168M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IBND and 17 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 25 added.
The largest buyer was Synergy Asset Management, adding an estimated $9.03M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $10.4M.
- 86 institutional investors held State Street SPDR Bloomberg International Corporate Bond ETF (IBND) as of Q4 2023, down from 90 in Q3 2023.
- Funds reported $156M of State Street SPDR Bloomberg International Corporate Bond ETF stock for Q4 2023, down 7.3% quarter-over-quarter.
- 17 funds opened new State Street SPDR Bloomberg International Corporate Bond ETF positions in Q4 2023 and 21 closed out, a net change of -4 holders.
- The largest State Street SPDR Bloomberg International Corporate Bond ETF buyer in Q4 2023 was Synergy Asset Management, an estimated $9.03M added.
- The largest State Street SPDR Bloomberg International Corporate Bond ETF seller in Q4 2023 was Cambridge Investment Research Advisors, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2023.