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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$37.6M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$22.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.98M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$9.28M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$8.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$4.99M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.71M |
| 4 |
OFA
Oak Family Advisors
Chicago,
Illinois
|
-$1.51M |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$1.2M |
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.