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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
MSWM
126
McGlone Suttner Wealth Management
Wisconsin
$452K +$86K +3,944 +24%
Comerica Bank
127
Comerica Bank
Texas
$429K +$8.03K +368 +2%
RBC
128
Roble Belko & Company
Pennsylvania
$419K
NDSI
129
Newman Dignan & Sheerar Inc
Rhode Island
$418K +$115K +5,256 +37%
KNW
130
Kesler Norman & Wride
Utah
$417K +$50.8K +2,327 +14%
TFS
131
Thoroughbred Financial Services
Tennessee
$383K +$26.4K +1,210 +8%
JCM
132
Jacobi Capital Management
Pennsylvania
$362K +$356K +16,339 New
SCA
133
Snowden Capital Advisors
New York
$354K -$611 -28 -0.2%
PPWM
134
PFG Private Wealth Management
Florida
$349K -$75K -3,439 -18%
OMC
135
Old Mission Capital
Illinois
$347K -$177K -8,121 -34%
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$346K +$325K +14,900 +2,129%
PP
137
Prosperity Planning
Missouri
$336K -$331K -15,174 Closed
MA
138
Mutual Advisors
Nebraska
$325K
4WM
139
4J Wealth Management
Virginia
$324K +$12.7K +580 +4%
RWM
140
Ritholtz Wealth Management
New York
$310K +$69.8K +3,200 +30%
BONH
141
Bank of New Hampshire
New Hampshire
$304K
JBA
142
Johnson Bixby & Associates
Washington
$300K +$3.42K +157 +1%
JIR
143
James Investment Research
Ohio
$292K +$26.2K +1,200 +10%
Truist Financial
144
Truist Financial
North Carolina
$288K -$83.9K -3,845 -23%
SPWM
145
Straight Path Wealth Management
Michigan
$278K
LWL
146
Leo Wealth LLC
Texas
$257K +$253K +11,590 New
SC
147
Scotia Capital
Ontario, Canada
$251K
SWP
148
Summit Wealth Partners
Florida
$249K
OC
149
Oppenheimer & Co
New York
$242K +$238K +10,914 New
YWM
150
Yoder Wealth Management
California
$242K

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.