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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
Bank of New York Mellon
126
Bank of New York Mellon
New York
$643K +$129K +5,972 +25%
IWC
127
Integrated Wealth Concepts
Massachusetts
$607K +$18.8K +868 +3%
GCA
128
Gradient Capital Advisors
California
$591K +$54.4K +2,517 +10%
SWC
129
Spectrum Wealth Counsel
Indiana
$564K +$2.7K +125 +0.5%
DWT
130
Dorsey & Whitney Trust
South Dakota
$555K – – –
JCM
131
Jacobi Capital Management
Pennsylvania
$552K +$206K +9,516 +58%
MSWM
132
McGlone Suttner Wealth Management
Wisconsin
$530K +$96.4K +4,457 +22%
MML Investors Services
133
MML Investors Services
Massachusetts
$522K +$20.9K +966 +4%
SFO
134
Stokes Family Office
Louisiana
$509K – – –
SF
135
Safeguard Financial
Wisconsin
$499K -$103K -4,767 -17%
BSSFA
136
Baron Silver Stevens Financial Advisors
Florida
$492K +$498K +23,045 New
FIB
137
First Interstate Bank
Montana
$482K +$488K +22,578 New
TWC
138
TD Waterhouse Canada
Ontario, Canada
$480K +$486K +22,495 New
RBC
139
Roble Belko & Company
Pennsylvania
$464K +$60.9K +2,816 +15%
BWM
140
BCS Wealth Management
Tennessee
$461K – – –
Comerica Bank
141
Comerica Bank
Texas
$458K +$44.8K +2,073 +11%
Creative Planning
142
Creative Planning
Kansas
$448K +$454K +20,983 New
TFS
143
Thoroughbred Financial Services
Tennessee
$448K +$79.9K +3,697 +21%
CBT
144
Crews Bank & Trust
Florida
$440K +$446K +20,620 New
LFASL
145
Lugano Financial Advisors SA (LFA)
Switzerland
$439K -$280K -12,967 -39%
NDSI
146
Newman Dignan & Sheerar Inc
Rhode Island
$439K +$26.3K +1,214 +6%
MA
147
Mutual Advisors
Nebraska
$404K +$84.8K +3,923 +26%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$379K +$186K +8,585 +94%
RWM
149
Ritholtz Wealth Management
New York
$358K +$59.5K +2,750 +20%
SCA
150
Snowden Capital Advisors
New York
$350K +$8.99K +416 +3%
4 5
6
7 8

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.