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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
GCA
76
Gradient Capital Advisors
California
$673K +$136K +6,639 +25%
GMFG
77
Greater Midwest Financial Group
Minnesota
$661K -$8.22M -401,968 -93%
BONH
78
Bank of New Hampshire
New Hampshire
$631K +$120K +5,875 +24%
FNB
79
Farmers National Bank
Kentucky
$630K +$71.8K +3,513 +13%
SWM
80
Segment Wealth Management
Texas
$604K +$230K +11,270 +62%
SWP
81
Summit Wealth Partners
Florida
$598K – – –
KHC
82
Koesten Hirschmann & Crabtree
Kansas
$579K – – –
TCCM
83
Timber Creek Capital Management
Massachusetts
$543K +$16.7K +816 +3%
Comerica Bank
84
Comerica Bank
Texas
$542K +$213K +10,417 +65%
BCM
85
Brookstone Capital Management
Illinois
$529K +$528K +25,807 New
BEI
86
Benjamin Edwards Inc
Missouri
$520K -$58.9K -2,879 -10%
MA
87
Mutual Advisors
Nebraska
$511K +$253K +12,401 +99%
SFO
88
Stokes Family Office
Louisiana
$476K +$42.9K +2,100 +10%
SWC
89
Spectrum Wealth Counsel
Indiana
$475K – – –
ABC
90
Associated Banc-Corp
Wisconsin
$448K +$447K +21,850 New
IWC
91
Integrated Wealth Concepts
Massachusetts
$446K +$1.49K +73 +0.3%
LF
92
Lee Financial
Texas
$410K +$409K +20,000 New
Stifel Financial
93
Stifel Financial
Missouri
$395K +$394K +19,290 New
LWM
94
Lyell Wealth Management
California
$395K +$134K +6,550 +51%
Citadel Advisors
95
Citadel Advisors
Florida
$383K -$2.72M -133,242 -88%
MA
96
MONECO Advisors
Connecticut
$370K – – –
DWT
97
Dorsey & Whitney Trust
South Dakota
$359K – – –
SFS
98
Sowell Financial Services
Arkansas
$346K +$347K +16,990 New
EWM
99
Executive Wealth Management
Michigan
$333K +$336K +16,430 New
SF
100
Safeguard Financial
Wisconsin
$323K +$323K +15,788 New
2 3
4
5 6

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.