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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

128 hedge funds and large institutions have $637M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

479% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 14

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

14% more funds holding

Funds holding: 112 → 128 (+16)

10% more capital invested

Capital invested by funds: $581M → $637M (+$55.7M)

9.48% less ownership

Funds ownership: 90.85% → 81.37% (-9.5%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
128
Holders Change
+16
Holders Change %
+14.29%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
20
Increased
81
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$13.5M
2
Wells Fargo
Wells Fargo
California
+$12.7M
3
ACM
Advisors Capital Management
New Jersey
+$11.1M
4
CIA
Capital Investment Advisors
Georgia
+$9.13M
5
Bank of America
Bank of America
North Carolina
+$7.89M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$19.8M
3
GMFG
Greater Midwest Financial Group
Minnesota
-$8.22M
4
PPWM
PFG Private Wealth Management
Florida
-$5.35M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
51
Peloton Wealth Strategists
Indiana
$2.22M +$123K +6,000 +6%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$2.09M +$462K +22,594 +28%
SWP
53
Stratos Wealth Partners
Ohio
$2.08M +$1.49M +72,852 +252%
PA
54
Probity Advisors
Texas
$1.77M +$820K +40,092 +86%
UCFA
55
United Capital Financial Advisors
Texas
$1.57M -$11.1K -545 -0.7%
QFA
56
Quantum Financial Advisors
California
$1.5M +$1.5M +73,214 New
Jane Street
57
Jane Street
New York
$1.47M +$32.9K +1,609 +2%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.43M +$2.37K +116 +0.2%
IF
59
Ironwood Financial
Arizona
$1.43M +$516K +25,248 +57%
ATC
60
Adirondack Trust Company
New York
$1.39M +$106K +5,175 +8%
FCM
61
Fortis Capital Management
Washington
$1.37M +$70.1K +3,428 +5%
BPA
62
Beacon Pointe Advisors
California
$1.33M +$311K +15,229 +31%
Mariner
63
Mariner
Kansas
$1.22M +$782K +38,240 +180%
CCM
64
Coldstream Capital Management
Washington
$1.22M +$150K +7,336 +14%
MSWM
65
McGlone Suttner Wealth Management
Wisconsin
$1.16M +$508K +24,852 +79%
PSIWM
66
Paradigm Strategies in Wealth Management
Minnesota
$1.1M +$876K +42,837 +396%
LHC
67
Little House Capital
Massachusetts
$1.02M -$166K -8,129 -14%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$976K +$220K +10,769 +29%
SP
69
Stonebrook Private
Michigan
$968K +$399K +19,536 +71%
MIM
70
Moseley Investment Management
Florida
$953K +$569K +27,844 +149%
MML Investors Services
71
MML Investors Services
Massachusetts
$922K +$28.6K +1,397 +3%
MFG
72
Mendota Financial Group
Wisconsin
$868K +$295K +14,415 +52%
LNC
73
Lincoln National Corp
Pennsylvania
$785K +$783K +38,287 New
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$777K +$25.2K +1,233 +3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$746K -$3.92K -192 -0.5%
1 2
3
4 5

IBDW Hedge Fund Activity: Q1 2024 in Review

128 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q1 2024, worth a combined $637M — up 9.6% from $581M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDW positions and 4 closed out — a net gain of 16 holders — while 81 added to existing stakes and 14 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.5M. The largest seller was Morgan Stanley, cutting an estimated $28.7M.

  • 128 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q1 2024, up from 112 in Q4 2023.
  • Funds reported $637M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q1 2024, up 9.6% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q1 2024 and 4 closed out, a net change of +16 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q1 2024 was Aptus Capital Advisors, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $28.7M sold.

Based on aggregated 13F filings for Q1 2024.