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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

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: 173 → 189 (+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: 9 → 8 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$84.1M
2
Bank of America
Bank of America
North Carolina
+$29.8M
3
ACA
Aptus Capital Advisors
Alabama
+$15.6M
4
NA
NewEdge Advisors
Louisiana
+$11.6M
5
MFG
Monumental Financial Group
Maryland
+$6.51M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.18M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.57M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$557K
4
ADL
Asset Dedication LLC
California
-$450K
5
GPA
Guidance Point Advisors
Massachusetts
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
151
Fortis Capital Management
Washington
$236K +$232K +10,634 New
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K +$230K +10,562 New
ST
153
Spinnaker Trust
Maine
$232K +$228K +10,473 New
HF
154
HRT Financial
New York
$228K +$224K +10,287 New
PWA
155
Provenance Wealth Advisors
Florida
$226K +$222K +10,180 New
FWMM
156
Foundation Wealth Management (Missouri)
Missouri
$216K +$213K +9,758 New
TWA
157
Talisman Wealth Advisors
New Jersey
$215K +$212K +9,697 New
Jones Financial Companies
158
Jones Financial Companies
Missouri
$204K +$145K +6,632 +261%
AA
159
Addison Advisors
Vermont
$164K +$10.5K +480 +7%
BWL
160
Bogart Wealth LLC
Virginia
$147K +$19.8K +909 +16%
BCV
161
Banque Cantonale Vaudoise
Switzerland
$132K +$1.61K +74 +1%
KHC
162
Koesten Hirschmann & Crabtree
Kansas
$130K – – –
SHIM
163
Stone House Investment Management
Pennsylvania
$127K +$125K +5,734 New
HI
164
Harbour Investments
Wisconsin
$107K -$1.44K -66 -1%
TC
165
Trust Company
Kansas
$102K +$50K +2,292 +99%
CFO
166
CVA Family Office
Colorado
$101K +$99.6K +4,565 New
FFA
167
Farther Finance Advisors
California
$95.4K +$93.1K +4,266 +12,189%
WFA
168
Wells Financial Advisors
Massachusetts
$93.1K – – –
PFM
169
Phillips Financial Management
Indiana
$89.8K +$12.4K +568 +16%
CAM
170
Creekmur Asset Management
Illinois
$73K – – –
SPIA
171
Steward Partners Investment Advisory
New York
$67K +$14.8K +677 +29%
AA
172
Ancora Advisors
Ohio
$55.5K +$54.6K +2,503 New
EW
173
Element Wealth
Mississippi
$51.8K – – –
BCWM
174
Bartlett & Co Wealth Management
Ohio
$44.3K – – –
JP Morgan Chase
175
JP Morgan Chase
New York
$31K – – –
4 5 6
7
8

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.