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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
GHA
101
Granite Harbor Advisors
Texas
$431K +$429K +21,238 New
LF
102
Lee Financial
Texas
$406K – – –
PIM
103
Penobscot Investment Management
Massachusetts
$405K +$403K +19,950 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$404K +$402K +19,908 New
MW
105
Members Wealth
Pennsylvania
$400K +$388K +19,238 New
SF
106
Safeguard Financial
Wisconsin
$395K +$74.3K +3,683 +23%
Stifel Financial
107
Stifel Financial
Missouri
$393K +$1.74K +86 +0.4%
MA
108
MONECO Advisors
Connecticut
$367K – – –
DWT
109
Dorsey & Whitney Trust
South Dakota
$355K – – –
JWCA
110
J.W. Cole Advisors
Florida
$317K +$315K +15,624 New
IA
111
IFP Advisors
Florida
$299K +$464 +23 +0.2%
RBC
112
Roble Belko & Company
Pennsylvania
$266K +$57.7K +2,860 +28%
SC
113
Scotia Capital
Ontario, Canada
$241K – – –
AAS
114
Avantax Advisory Services
Texas
$240K -$44.7K -2,214 -16%
RWM
115
Ritholtz Wealth Management
New York
$228K +$227K +11,250 New
PPWM
116
PFG Private Wealth Management
Florida
$226K -$182 -9 -0.1%
EWS
117
Evergreen Wealth Solutions
Pennsylvania
$224K +$223K +11,050 New
TFS
118
Thoroughbred Financial Services
Tennessee
$223K +$222K +11,008 New
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$222K +$221K +10,961 New
NDSI
120
Newman Dignan & Sheerar Inc
Rhode Island
$217K +$216K +10,685 New
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$210K +$209K +10,347 New
SPWG
122
Syntegra Private Wealth Group
Missouri
$210K +$11.5K +571 +6%
OC
123
Oppenheimer & Co
New York
$204K +$203K +10,073 New
PAG
124
Private Advisor Group
New Jersey
$202K +$201K +9,961 New
JBA
125
Johnson Bixby & Associates
Washington
$201K +$2.52K +125 +1%
2 3 4
5
6

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.