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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

153 hedge funds and large institutions have $869M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

580% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 15

19% more capital invested

Capital invested by funds: $728M → $869M (+$141M)

9% more funds holding

Funds holding: 141 → 153 (+12)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.69% less ownership

Funds ownership: 81.26% → 79.58% (-1.7%)

Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
102
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$20.4M
2
CIM
Confluence Investment Management
Missouri
+$10.3M
3
US Bancorp
US Bancorp
Minnesota
+$6.11M
4
CIA
Capital Investment Advisors
Georgia
+$6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.93M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$4.54M
2
Jane Street
Jane Street
New York
-$4.48M
3
NA
NewEdge Advisors
Louisiana
-$3.94M
4
Lido Advisors
Lido Advisors
California
-$2.11M
5
SFS
Sowell Financial Services
Arkansas
-$635K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$10.5M +$2.09M +100,244 +25%
CIM
27
Confluence Investment Management
Missouri
$10.5M +$10.3M +493,656 New
RJA
28
Raymond James & Associates
Florida
$8.49M +$3.15M +150,948 +61%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.15M +$384K +18,403 +6%
Ameriprise
30
Ameriprise
Minnesota
$7.06M +$608K +29,156 +10%
GPA
31
Guidance Point Advisors
Massachusetts
$6.78M -$378K -18,127 -5%
SCA
32
Snowden Capital Advisors
New York
$6.55M +$411K +19,701 +7%
KTM
33
Keeler Thomas Management
Utah
$6.1M +$80.9K +3,883 +1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.38M +$1.36M +65,250 +35%
SSB
35
Sandy Spring Bank
Maryland
$5.17M +$595K +28,555 +13%
PRWA
36
Platte River Wealth Advisors
Colorado
$4.78M +$69K +3,311 +1%
4FG
37
4Thought Financial Group
New York
$4.61M +$59.1K +2,836 +1%
PA
38
Parallel Advisors
California
$4.52M +$1.63M +78,022 +58%
KAS
39
Kestra Advisory Services
Texas
$4.48M +$162K +7,764 +4%
KF
40
Krilogy Financial
Missouri
$4.48M +$214K +10,255 +5%
SCM
41
Seascape Capital Management
New Hampshire
$4.14M -$167K -8,021 -4%
BEI
42
Benjamin Edwards Inc
Missouri
$4M +$3.27M +156,894 +495%
LPL Financial
43
LPL Financial
California
$3.9M +$710K +34,077 +23%
RW
44
REDW Wealth
New Mexico
$3.79M +$76.9K +3,687 +2%
SWMG
45
Signature Wealth Management Group
Georgia
$3.52M +$121K +5,801 +4%
LWM
46
Lyell Wealth Management
California
$3.52M +$2.88M +138,250 +502%
MIM
47
Moseley Investment Management
Florida
$3.49M +$1.93M +92,786 +130%
PWP
48
Precedent Wealth Partners
Texas
$3.34M +$470K +22,527 +17%
ST
49
Sabal Trust
Florida
$3.22M +$1.38M +66,279 +78%
PWS
50
Peloton Wealth Strategists
Indiana
$3.13M +$577K +27,700 +23%
1
2
3 4 5

IBDW Hedge Fund Activity: Q3 2024 in Review

153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q3 2024, worth a combined $869M — up 19% from $728M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDW positions and 2 closed out — a net gain of 16 holders — while 102 added to existing stakes and 15 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $20.4M. The largest seller was Citadel Advisors, cutting an estimated $4.54M.

  • 153 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q3 2024, up from 141 in Q2 2024.
  • Funds reported $869M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q3 2024 and 2 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $20.4M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q3 2024 was Citadel Advisors, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2024.