iShares iBonds Dec 2030 Term Corporate ETF
IBDV
215 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 40 funds opening new positions, 129 increasing their positions, 25 reducing their positions, and 9 closing their positions.
691% more capital inflows, than outflows
Capital inflows: $271M | Capital outflows: $34.2M
416% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 25
344% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
13% more funds holding
Funds holding: 191 → 215 (+24)
1.86% less ownership
Funds ownership: 79.99% → 78.13% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$37.6M |
| 2 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$22.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10M |
| 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 |
Oak Family Advisors
Chicago,
Illinois
|
-$1.51M |
| 5 |
Asset Dedication LLC
San Francisco,
California
|
-$1.2M |
IBDV Hedge Fund Activity: Q4 2024 in Review
215 of the 7,620 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 7.6% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IBDV positions and 9 closed out — a net gain of 31 holders — while 129 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.
- 215 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q4 2024, up from 191 in Q3 2024.
- Funds reported $1.18B of iShares iBonds Dec 2030 Term Corporate ETF stock for Q4 2024, up 7.6% quarter-over-quarter.
- 40 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q4 2024 and 9 closed out, a net change of +31 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.