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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

151 hedge funds and large institutions have $669M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 19

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more funds holding

Funds holding: 134 → 151 (+17)

11% more capital invested

Capital invested by funds: $604M → $669M (+$64.5M)

8.21% less ownership

Funds ownership: 87.96% → 79.75% (-8.2%)

Holders
151
Holders Change
+17
Holders Change %
+12.69%
% of All Funds
2.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
91
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$14.5M
2
ACM
Advisors Capital Management
New Jersey
+$14.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.57M
4
SIC
Sigma Investment Counselors
Michigan
+$5.67M
5
US Bancorp
US Bancorp
Minnesota
+$5.29M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$27.3M
2
SL
Summitry LLC
California
-$7.65M
3
PPWM
PFG Private Wealth Management
Florida
-$6.83M
4
Goldman Sachs
Goldman Sachs
New York
-$2.29M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTM
26
Keeler Thomas Management
Utah
$6.3M +$574K +26,855 +10%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.28M +$389K +18,183 +7%
GPA
28
Guidance Point Advisors
Massachusetts
$5.92M +$523K +24,437 +10%
IF
29
Ironwood Financial
Arizona
$5.48M +$3.18M +148,952 +139%
HighTower Advisors
30
HighTower Advisors
Illinois
$5.43M +$2.22M +103,919 +69%
LWM
31
Lyell Wealth Management
California
$4.67M +$973K +45,490 +26%
SWMG
32
Signature Wealth Management Group
Georgia
$4.61M +$409K +19,125 +9%
OFA
33
Oak Family Advisors
Illinois
$4.45M +$360K +16,847 +9%
SSB
34
Sandy Spring Bank
Maryland
$4.33M +$377K +17,650 +10%
4FG
35
4Thought Financial Group
New York
$4.14M +$540K +25,260 +15%
PA
36
Probity Advisors
Texas
$4M +$1.84M +85,871 +85%
LPL Financial
37
LPL Financial
California
$3.99M +$1.48M +69,293 +59%
KF
38
Krilogy Financial
Missouri
$3.95M +$91.7K +4,287 +2%
RJA
39
Raymond James & Associates
Florida
$3.92M +$1.08M +50,347 +38%
PWS
40
Peloton Wealth Strategists
Indiana
$3.76M +$331K +15,500 +10%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$3.26M +$255K +11,933 +8%
MA
42
MCF Advisors
Kentucky
$3.24M +$53.5K +2,502 +2%
WI
43
WrapManager Inc
California
$3.04M +$64K +2,995 +2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.72M +$198K +9,242 +8%
PWM
45
Praetorian Wealth Management
California
$2.67M +$948K +44,360 +55%
PA
46
Parallel Advisors
California
$2.57M +$1.1M +51,428 +75%
CA
47
CGN Advisors
Kansas
$2.56M -$449K -21,007 -15%
KAS
48
Kestra Advisory Services
Texas
$2.43M +$291K +13,609 +14%
PWP
49
Precedent Wealth Partners
Texas
$2.37M +$305K +14,271 +15%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2.13M +$507K +23,694 +31%
1
2
3 4 5

IBDV Hedge Fund Activity: Q1 2024 in Review

151 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q1 2024, worth a combined $669M — up 11% from $604M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDV positions and 5 closed out — a net gain of 18 holders — while 91 added to existing stakes and 19 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.5M. The largest seller was Morgan Stanley, cutting an estimated $27.3M.

  • 151 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q1 2024, up from 134 in Q4 2023.
  • Funds reported $669M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q1 2024 was Wells Fargo, an estimated $14.5M added.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2024.