iShares iBonds Dec 2030 Term Corporate ETF
IBDV
173 hedge funds and large institutions have $819M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 108 increasing their positions, 17 reducing their positions, and 3 closing their positions.
767% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 3
535% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 17
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
22% more capital invested
Capital invested by funds: $669M → $819M (+$150M)
15% more funds holding
Funds holding: 151 → 173 (+22)
0.86% more ownership
Funds ownership: 79.75% → 80.62% (+0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$47.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$21.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$19M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$17.8M |
| 5 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
-$23.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$19.7M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.58M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$2.2M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.46M |
IBDV Hedge Fund Activity: Q2 2024 in Review
173 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q2 2024, worth a combined $819M — up 22% from $669M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBDV positions and 3 closed out — a net gain of 23 holders — while 108 added to existing stakes and 17 trimmed.
The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $47.1M. The largest seller was Summitry LLC, exiting entirely with an estimated $23.9M sold.
- 173 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q2 2024, up from 151 in Q1 2024.
- Funds reported $819M of iShares iBonds Dec 2030 Term Corporate ETF stock for Q2 2024, up 22% quarter-over-quarter.
- 26 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q2 2024 and 3 closed out, a net change of +23 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q2 2024 was Capital Advisors Inc, an estimated $47.1M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q2 2024 was Summitry LLC, an estimated $23.9M sold.
Based on aggregated 13F filings for Q2 2024.