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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.5%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
26
Increased
108
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
+$47.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$21.1M
3
HighTower Advisors
HighTower Advisors
Illinois
+$19M
4
Wells Fargo
Wells Fargo
California
+$17.8M
5
MFG
Monumental Financial Group
Maryland
+$14.2M

Top Sellers

1
SL
Summitry LLC
California
-$23.9M
2
UBS Group
UBS Group
Switzerland
-$19.7M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.58M
4
US Bancorp
US Bancorp
Minnesota
-$2.2M
5
OMC
Old Mission Capital
Illinois
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$50.9M +$5.13M +243,054 +11%
CAI
2
Capital Advisors Inc
Oklahoma
$47.4M +$47.1M +2,229,604 New
Bank of America
3
Bank of America
North Carolina
$44.6M +$3.17M +149,883 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$41M +$21.1M +997,775 +107%
ACA
5
Aptus Capital Advisors
Alabama
$40.1M +$9.98M +472,566 +33%
Wells Fargo
6
Wells Fargo
California
$39.8M +$17.8M +843,811 +82%
Morgan Stanley
7
Morgan Stanley
New York
$35.3M +$3.22M +152,509 +10%
GA
8
Gateway Advisory
New Jersey
$31.7M +$1.74M +82,310 +6%
SIC
9
Sigma Investment Counselors
Michigan
$27M +$2.37M +112,419 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.7M +$5.9M +279,176 +29%
US Bancorp
11
US Bancorp
Minnesota
$26.6M -$2.2M -104,171 -8%
HighTower Advisors
12
HighTower Advisors
Illinois
$24.5M +$19M +900,046 +354%
UBS Group
13
UBS Group
Switzerland
$19.1M -$19.7M -932,831 -51%
KA
14
Klingman & Associates
New York
$18.9M +$2.08M +98,443 +12%
VVP
15
Venture Visionary Partners
Ohio
$17.2M +$1.61M +76,412 +10%
ACM
16
Advisors Capital Management
New Jersey
$14.8M +$592K +28,026 +4%
MFG
17
Monumental Financial Group
Maryland
$14.2M +$14.2M +670,070 New
AF
18
Arrow Financial
New York
$13.5M +$403K +19,100 +3%
BMM
19
Buffington Mohr McNeal
Idaho
$12.6M +$132K +6,256 +1%
MLA
20
MB, Levis & Associates
Pennsylvania
$12.2M +$305K +14,432 +3%
MCM
21
MV Capital Management
Maryland
$11.9M +$560K +26,526 +5%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$11.6M +$281K +13,318 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$11.3M +$1.79M +84,790 +19%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$10.5M +$1.34M +63,263 +15%
Ameriprise
25
Ameriprise
Minnesota
$9.51M +$926K +43,824 +11%
1
2 3 4 5

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.