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iShares iBonds Dec 2030 Term Corporate ETF

189 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 122 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

578% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 18

34% more capital invested

Capital invested by funds: $819M → $1.09B (+$275M)

9% more funds holding

Funds holding: 173189 (+16)

0.65% less ownership

Funds ownership: 80.62%79.96% (-0.65%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
2.71%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
23
Increased
122
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$10.2M -$1.57M -71,761 -14%
CFS
27
Commonwealth Financial Services
West Virginia
$8.92M +$596K +27,321 +7%
IF
28
Ironwood Financial
Arizona
$7.62M +$1.32M +60,440 +21%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$7.46M +$3.29M +150,604 +81%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$7.27M +$358K +16,430 +5%
GPA
31
Guidance Point Advisors
Massachusetts
$6.89M -$373K -17,115 -5%
PRWA
32
Platte River Wealth Advisors
Colorado
$6.85M -$140K -6,428 -2%
KTM
33
Keeler Thomas Management
Utah
$6.56M +$8.38K +384 +0.1%
PA
34
Probity Advisors
Texas
$6.46M +$827K +37,905 +15%
HCM
35
Howland Capital Management
Massachusetts
$6.4M +$2.07M +94,725 +49%
Invesco
36
Invesco
Georgia
$6.36M +$6.26M +286,975 New
LWM
37
Lyell Wealth Management
California
$5.95M +$696K +31,925 +13%
LPL Financial
38
LPL Financial
California
$5.81M +$1.19M +54,575 +26%
RWP
39
RWA Wealth Partners
Massachusetts
$5.54M +$5.45M +249,834 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$5.53M +$116K +5,297 +2%
SSB
41
Sandy Spring Bank
Maryland
$5.3M +$397K +18,204 +8%
RJA
42
Raymond James & Associates
Florida
$5.03M +$834K +38,211 +20%
SWMG
43
Signature Wealth Management Group
Georgia
$5.01M +$61K +2,797 +1%
OFA
44
Oak Family Advisors
Illinois
$4.6M -$32.5K -1,490 -0.7%
4FG
45
4Thought Financial Group
New York
$4.59M +$55.8K +2,559 +1%
BEI
46
Benjamin Edwards Inc
Missouri
$4.5M +$3.73M +170,888 +530%
PA
47
Parallel Advisors
California
$4.47M +$1.58M +72,634 +56%
PWS
48
Peloton Wealth Strategists
Indiana
$4.3M +$212K +9,700 +5%
KF
49
Krilogy Financial
Missouri
$4.28M +$178K +8,170 +4%
PWM
50
Praetorian Wealth Management
California
$3.65M +$228K +10,468 +7%

IBDV Hedge Fund Activity: Q3 2024 in Review

189 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q3 2024, worth a combined $1.09B — up 34% from $819M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDV positions and 3 closed out — a net gain of 20 holders — while 122 added to existing stakes and 18 trimmed.

The largest buyer was Ameriprise, adding an estimated $84.1M. The largest seller was Jane Street, cutting an estimated $2.18M.

  • 189 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q3 2024, up from 173 in Q2 2024.
  • Funds reported $1.09B of iShares iBonds Dec 2030 Term Corporate ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q3 2024 and 3 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q3 2024 was Ameriprise, an estimated $84.1M added.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q3 2024 was Jane Street, an estimated $2.18M sold.

Based on aggregated 13F filings for Q3 2024.