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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
CA
51
CGN Advisors
Kansas
$2.65M +$85K +4,212 +3%
PWS
52
Peloton Wealth Strategists
Indiana
$2.44M +$232K +11,500 +11%
ACS
53
Archford Capital Strategies
Illinois
$2.36M +$105K +5,223 +5%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$2.31M +$233K +11,564 +11%
PA
55
Probity Advisors
Texas
$2.2M +$437K +21,651 +25%
SWP
56
Stratos Wealth Partners
Ohio
$2.16M +$93.5K +4,634 +5%
ST
57
Sabal Trust
Florida
$1.73M +$1.72M +85,263 New
BPA
58
Beacon Pointe Advisors
California
$1.73M +$408K +20,201 +31%
IF
59
Ironwood Financial
Arizona
$1.71M +$293K +14,526 +21%
QFA
60
Quantum Financial Advisors
California
$1.55M +$61.4K +3,044 +4%
HCM
61
Howland Capital Management
Massachusetts
$1.52M +$1.51M +75,080 New
Mariner
62
Mariner
Kansas
$1.47M +$259K +12,850 +22%
MIM
63
Moseley Investment Management
Florida
$1.45M +$504K +24,989 +54%
FCM
64
Fortis Capital Management
Washington
$1.41M +$52.8K +2,617 +4%
UCFA
65
United Capital Financial Advisors
Texas
$1.29M -$268K -13,270 -17%
PSIWM
66
Paradigm Strategies in Wealth Management
Minnesota
$1.28M +$193K +9,571 +18%
SP
67
Stonebrook Private
Michigan
$1.25M +$294K +14,592 +31%
LHC
68
Little House Capital
Massachusetts
$1.15M +$139K +6,910 +14%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$995K +$27.5K +1,362 +3%
Osaic Holdings
70
Osaic Holdings
Arizona
$993K +$871K +43,188 +749%
NC
71
NovaPoint Capital
Georgia
$883K +$878K +43,520 New
MFG
72
Mendota Financial Group
Wisconsin
$870K +$10.9K +540 +1%
MML Investors Services
73
MML Investors Services
Massachusetts
$811K -$101K -5,025 -11%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$807K +$37.3K +1,850 +5%
ATC
75
Adirondack Trust Company
New York
$789K -$581K -28,798 -43%
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.