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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

212 hedge funds and large institutions have $1.18B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 25

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

12% more funds holding

Funds holding: 189 → 212 (+23)

8% more capital invested

Capital invested by funds: $1.09B → $1.18B (+$82.1M)

1.89% less ownership

Funds ownership: 79.96% → 78.07% (-1.9%)

Holders
212
Holders Change
+23
Holders Change %
+12.17%
% of All Funds
2.79%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
39
Increased
127
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$37.6M
2
AWM
Apollon Wealth Management
South Carolina
+$22.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.98M
4
HighTower Advisors
HighTower Advisors
Illinois
+$9.28M
5
Bank of America
Bank of America
North Carolina
+$8.85M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$19.1M
2
Invesco
Invesco
Georgia
-$4.99M
3
US Bancorp
US Bancorp
Minnesota
-$1.71M
4
OFA
Oak Family Advisors
Illinois
-$1.51M
5
ADL
Asset Dedication LLC
California
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
51
Praetorian Wealth Management
California
$3.93M +$415K +19,174 +12%
HA
52
Hamel Associates
New Jersey
$3.84M +$1.95M +90,059 +101%
ST
53
Sabal Trust
Florida
$3.82M +$852K +39,421 +28%
EWM
54
Executive Wealth Management
Michigan
$3.68M +$997K +46,093 +36%
CTC
55
Central Trust Company
Missouri
$3.66M +$2.81M +130,081 +315%
MA
56
MCF Advisors
Kentucky
$3.35M +$45.3K +2,093 +1%
WI
57
WrapManager Inc
California
$3.33M +$16.2K +750 +0.5%
CA
58
CGN Advisors
Kansas
$3.27M +$350K +16,164 +12%
PWP
59
Precedent Wealth Partners
Texas
$2.98M -$223K -10,308 -7%
OFA
60
Oak Family Advisors
Illinois
$2.94M -$1.51M -69,987 -34%
KAS
61
Kestra Advisory Services
Texas
$2.91M +$622K +28,775 +27%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$2.74M +$1.08M +49,837 +64%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2.72M +$89.8K +4,154 +3%
BPA
64
Beacon Pointe Advisors
California
$2.7M +$265K +12,262 +11%
SA
65
Sanctuary Advisors
Indiana
$2.68M +$232K +10,741 +9%
HFRG
66
Houlihan Financial Resource Group
Virginia
$2.62M +$723K +33,452 +38%
SFB
67
STAR Financial Bank
Indiana
$2.26M +$464K +21,455 +25%
EWS
68
Evergreen Wealth Solutions
Pennsylvania
$2.23M +$85.4K +3,948 +4%
FNT
69
First National Trust
Pennsylvania
$2.08M +$1.22M +56,650 +139%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$2.03M +$746K +34,515 +57%
IA
71
IFP Advisors
Florida
$2.01M +$58.9K +2,726 +3%
Osaic Holdings
72
Osaic Holdings
Arizona
$2M +$528K +24,431 +35%
Mariner
73
Mariner
Kansas
$1.99M +$461K +21,337 +30%
QFA
74
Quantum Financial Advisors
California
$1.98M +$141K +6,513 +8%
SP
75
Stonebrook Private
Michigan
$1.98M +$178K +8,237 +10%
1 2
3
4 5

IBDV Hedge Fund Activity: Q4 2024 in Review

212 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q4 2024, worth a combined $1.18B — up 7.5% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IBDV positions and 9 closed out — a net gain of 30 holders — while 127 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $37.6M. The largest seller was Ameriprise, cutting an estimated $19.1M.

  • 212 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q4 2024, up from 189 in Q3 2024.
  • Funds reported $1.18B of iShares iBonds Dec 2030 Term Corporate ETF stock for Q4 2024, up 7.5% quarter-over-quarter.
  • 39 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q4 2024 and 9 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $37.6M added.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q4 2024 was Ameriprise, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2024.