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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

141 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 22

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more capital invested

Capital invested by funds: $637M → $728M (+$91.3M)

10% more funds holding

Funds holding: 128 → 141 (+13)

0.1% less ownership

Funds ownership: 81.37% → 81.26% (-0.1%)

Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
87
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$42.6M
2
ACA
Aptus Capital Advisors
Alabama
+$13M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.18M
4
CIA
Capital Investment Advisors
Georgia
+$6.01M
5
Jane Street
Jane Street
New York
+$4.69M

Top Sellers

1
SL
Summitry LLC
California
-$9.08M
2
Bank of America
Bank of America
North Carolina
-$2.65M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.43M
4
CCM
Coldstream Capital Management
Washington
-$1.22M
5
UBS Group
UBS Group
Switzerland
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
26
Guidance Point Advisors
Massachusetts
$6.85M +$1.09M +53,888 +19%
Citadel Advisors
27
Citadel Advisors
Florida
$6.59M +$6.18M +306,115 +1,640%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.47M +$565K +28,018 +10%
Ameriprise
29
Ameriprise
Minnesota
$6.19M +$557K +27,582 +10%
Jane Street
30
Jane Street
New York
$6.18M +$4.69M +232,517 +323%
SCA
31
Snowden Capital Advisors
New York
$5.87M -$30.1K -1,492 -0.5%
KTM
32
Keeler Thomas Management
Utah
$5.76M +$222K +11,022 +4%
RJA
33
Raymond James & Associates
Florida
$5.06M +$623K +30,856 +14%
HighTower Advisors
34
HighTower Advisors
Illinois
$4.93M +$97.3K +4,821 +2%
PRWA
35
Platte River Wealth Advisors
Colorado
$4.5M -$156K -7,715 -3%
SSB
36
Sandy Spring Bank
Maryland
$4.37M +$408K +20,203 +10%
4FG
37
4Thought Financial Group
New York
$4.35M +$230K +11,413 +6%
SCM
38
Seascape Capital Management
New Hampshire
$4.12M -$68.8K -3,409 -2%
KAS
39
Kestra Advisory Services
Texas
$4.12M +$129K +6,404 +3%
KF
40
Krilogy Financial
Missouri
$4.07M -$108K -5,332 -3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$3.82M +$1.21M +60,180 +47%
RW
42
REDW Wealth
New Mexico
$3.55M +$694K +34,384 +24%
SWMG
43
Signature Wealth Management Group
Georgia
$3.25M +$74.8K +3,708 +2%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$3.1M +$429K +21,252 +16%
LPL Financial
45
LPL Financial
California
$3.04M +$101K +5,011 +3%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$2.76M +$12K +593 +0.4%
MA
47
MCF Advisors
Kentucky
$2.74M +$32.1K +1,593 +1%
PA
48
Parallel Advisors
California
$2.74M +$192K +9,539 +8%
PWP
49
Precedent Wealth Partners
Texas
$2.73M +$378K +18,711 +16%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2.67M +$29.7K +1,471 +1%
1
2
3 4 5

IBDW Hedge Fund Activity: Q2 2024 in Review

141 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q2 2024, worth a combined $728M — up 14% from $637M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDW positions and 7 closed out — a net gain of 13 holders — while 87 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $42.6M. The largest seller was Summitry LLC, cutting an estimated $9.08M.

  • 141 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q2 2024, up from 128 in Q1 2024.
  • Funds reported $728M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q2 2024, up 14% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q2 2024 and 7 closed out, a net change of +13 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q2 2024 was Wells Fargo, an estimated $42.6M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q2 2024 was Summitry LLC, an estimated $9.08M sold.

Based on aggregated 13F filings for Q2 2024.