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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
RBC
101
Roble Belko & Company
Pennsylvania
$405K – – –
SPWG
102
Syntegra Private Wealth Group
Missouri
$391K +$73.3K +3,427 +23%
MSWM
103
McGlone Suttner Wealth Management
Wisconsin
$361K +$9.07K +424 +3%
KNW
104
Kesler Norman & Wride
Utah
$353K -$299 -14 -0.1%
WA
105
Wealthstar Advisors
Texas
$347K +$87.5K +4,090 +35%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$346K -$1.62M -75,621 -82%
SCA
107
Snowden Capital Advisors
New York
$331K +$64.6K +3,023 +24%
GHA
108
Granite Harbor Advisors
Texas
$316K – – –
ATC
109
Adirondack Trust Company
New York
$313K +$77.6K +3,628 +33%
MBT
110
Montecito Bank & Trust
California
$310K +$310K +14,496 New
MA
111
Mutual Advisors
Nebraska
$310K +$92.7K +4,336 +43%
BONH
112
Bank of New Hampshire
New Hampshire
$306K +$140K +6,535 +84%
4WM
113
4J Wealth Management
Virginia
$300K +$300K +14,038 New
BCPWM
114
Bradley & Co Private Wealth Management
Florida
$298K – – –
NDSI
115
Newman Dignan & Sheerar Inc
Rhode Island
$285K +$284K +13,303 New
JBA
116
Johnson Bixby & Associates
Washington
$284K +$84.1K +3,935 +42%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$283K +$155K +7,258 +122%
MML Investors Services
118
MML Investors Services
Massachusetts
$266K +$63.6K +2,973 +31%
JIR
119
James Investment Research
Ohio
$256K – – –
PIM
120
Penobscot Investment Management
Massachusetts
$255K +$254K +11,900 New
CTA
121
Chesley Taft & Associates
Illinois
$253K +$252K +11,800 New
FBB
122
Fulton Breakefield Broenniman
Maryland
$252K +$252K +11,769 New
SC
123
Scotia Capital
Ontario, Canada
$242K – – –
SWP
124
Summit Wealth Partners
Florida
$240K – – –
CTWM
125
Cherry Tree Wealth Management
Minnesota
$239K +$82.1K +3,838 +52%
3 4
5
6 7

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.