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State Street SPDR Bloomberg International Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

1.16% less ownership

Funds ownership: 72.1%70.94% (-1.2%)

4% less funds holding

Funds holding: 9086 (-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: 10 (-1)

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
25
Reduced
31
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Checchi Capital Advisers
California
$17.5M +$3.69M +130,600 +29%
Morgan Stanley
2
Morgan Stanley
New York
$13.2M +$3.94M +139,435 +46%
SAM
3
Synergy Asset Management
Washington
$9.98M +$9.03M +319,537 +2,272%
Bank of America
4
Bank of America
North Carolina
$8.18M -$4.11M -145,445 -35%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.8M -$59.5K -2,104 -0.8%
LPAM
6
Lodestar Private Asset Management
California
$7.65M +$264K +9,341 +4%
LG
7
Leuthold Group
Minnesota
$5.53M +$82.5K +2,921 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.34M -$571K -20,222 -10%
State Street
9
State Street
Massachusetts
$4.73M +$179K +6,322 +4%
Jane Street
10
Jane Street
New York
$4.28M -$1.98M -70,180 -33%
AIP
11
Ameritas Investment Partners
Nebraska
$4.27M +$296K +10,476 +8%
ITB
12
Idaho Trust Bank
Idaho
$3.9M +$2.93M +103,687 +389%
SC
13
Sykon Capital
New York
$3.68M -$669K -23,665 -16%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$3.27M -$545K -19,300 -15%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$3.15M -$98.4K -3,484 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.08M -$1.7M -60,034 -37%
CAS
17
Coppell Advisory Solutions
Texas
$3M -$437K -15,468 -13%
TWP
18
Tempus Wealth Planning
California
$2.75M +$1.22M +43,309 +89%
RG
19
Rathbones Group
United Kingdom
$2.67M -$567K -20,073 -18%
NA
20
NewEdge Advisors
Louisiana
$2.66M +$1.69M +59,829 +190%
GC
21
Guggenheim Capital
Illinois
$2.57M +$310K +10,972 +15%
AA
22
AlphaQ Advisors
Florida
$2.48M +$118K +4,180 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.45M -$10.4M -368,794 -82%
ZCM
24
Ziegler Capital Management
Illinois
$2.34M
NP
25
Nilsine Partners
Colorado
$1.83M +$42.5K +1,505 +3%

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.