iShares iBonds Dec 2027 Term Corporate ETF
IBDS
312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.
296% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 47
47% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 19
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
2% more funds holding
Funds holding: 306 → 312 (+6)
5% more capital invested
Capital invested by funds: $1.91B → $2B (+$91.9M)
1.4% less ownership
Funds ownership: 73.57% → 72.18% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$20.7M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$9.86M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
+$8.49M |
| 4 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$8.33M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$79.9M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$42.4M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$3.14M |
| 4 |
PSIWM
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
-$1.73M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$1.29M |
IBDS Hedge Fund Activity: Q3 2024 in Review
312 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q3 2024, worth a combined $2B — up 4.8% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IBDS positions and 19 closed out — a net gain of 9 holders — while 186 added to existing stakes and 47 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $20.7M. The largest seller was Ameriprise, cutting an estimated $79.9M.
- 312 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2024, up from 306 in Q2 2024.
- Funds reported $2B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q3 2024, up 4.8% quarter-over-quarter.
- 28 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q3 2024 and 19 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $20.7M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q3 2024 was Ameriprise, an estimated $79.9M sold.
Based on aggregated 13F filings for Q3 2024.