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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
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.73M +$669K +30,679 +65%
Stifel Financial
77
Stifel Financial
Missouri
$1.71M +$49.2K +2,257 +3%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$1.7M +$110K +5,035 +7%
JWCA
79
J.W. Cole Advisors
Florida
$1.69M +$1.66M +76,051 New
RW
80
REDW Wealth
New Mexico
$1.69M +$47.4K +2,172 +3%
GMFG
81
Greater Midwest Financial Group
Minnesota
$1.6M +$1.57M +72,136 New
Mariner
82
Mariner
Kansas
$1.6M +$52K +2,384 +3%
Osaic Holdings
83
Osaic Holdings
Arizona
$1.54M +$125K +5,711 +9%
MIH
84
Meitav Investment House
Israel
$1.44M +$198K +9,088 +16%
UCFA
85
United Capital Financial Advisors
Texas
$1.42M +$20.8K +955 +2%
CWM
86
Cabot Wealth Management
Massachusetts
$1.38M +$265K +12,141 +24%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.34M +$505K +23,168 +62%
ACS
88
Archford Capital Strategies
Illinois
$1.31M -$20.4K -937 -2%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$1.29M +$336K +15,402 +36%
LHC
90
Little House Capital
Massachusetts
$1.24M +$52K +2,383 +4%
ADL
91
Asset Dedication LLC
California
$1.2M -$450K -20,643 -28%
CTWM
92
Cherry Tree Wealth Management
Minnesota
$1.15M +$206K +9,436 +22%
SWM
93
Segment Wealth Management
Texas
$1.14M +$116K +5,310 +11%
ABC
94
Associated Banc-Corp
Wisconsin
$1.09M -$50.9K -2,334 -5%
MFG
95
Mendota Financial Group
Wisconsin
$1M +$91K +4,170 +10%
NC
96
NovaPoint Capital
Georgia
$1M +$132K +6,068 +15%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$993K +$361K +16,551 +59%
CCWA
98
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$919K +$13K +598 +1%
CTC
99
Central Trust Company
Missouri
$914K +$302K +13,851 +51%
ATC
100
Adirondack Trust Company
New York
$903K +$419K +19,218 +89%

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.