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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

178 hedge funds and large institutions have $984M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

529% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 17

16% more funds holding

Funds holding: 153 → 178 (+25)

13% more capital invested

Capital invested by funds: $869M → $984M (+$115M)

2.1% less ownership

Funds ownership: 79.58% → 77.48% (-2.1%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
178
Holders Change
+25
Holders Change %
+16.34%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
35
Increased
107
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$36.5M
2
SL
Summitry LLC
California
+$15.5M
3
MFWM
Motley Fool Wealth Management
Virginia
+$14M
4
ACM
Advisors Capital Management
New Jersey
+$12.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.57M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.9M
2
RW
REDW Wealth
New Mexico
-$1.32M
3
US Bancorp
US Bancorp
Minnesota
-$326K
4
SPWG
Syntegra Private Wealth Group
Missouri
-$286K
5
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$748K -$6.14K -297 -0.8%
MBT
102
Montecito Bank & Trust
California
$744K – – –
PIM
103
Penobscot Investment Management
Massachusetts
$741K +$152K +7,350 +25%
CTA
104
Chesley Taft & Associates
Illinois
$716K +$273K +13,200 +60%
MA
105
Mutual Advisors
Nebraska
$693K -$20.7K -1,002 -3%
GHA
106
Granite Harbor Advisors
Texas
$667K +$217K +10,491 +47%
KHC
107
Koesten Hirschmann & Crabtree
Kansas
$648K +$62.6K +3,028 +11%
IA
108
IFP Advisors
Florida
$610K +$87.5K +4,231 +16%
SWP
109
Summit Wealth Partners
Florida
$603K – – –
Comerica Bank
110
Comerica Bank
Texas
$600K +$51.8K +2,506 +9%
NGA
111
Naples Global Advisors
Florida
$573K +$583K +28,175 New
WMWM
112
Wilkins Miller Wealth Management
Alabama
$562K +$571K +27,626 New
SWC
113
Spectrum Wealth Counsel
Indiana
$555K +$1.36K +66 +0.2%
IWC
114
Integrated Wealth Concepts
Massachusetts
$553K +$8.54K +413 +2%
BCM
115
Brookstone Capital Management
Illinois
$550K +$9.08K +439 +2%
CWM
116
Centricity Wealth Management
Ohio
$535K +$544K +26,290 New
GMFG
117
Greater Midwest Financial Group
Minnesota
$505K -$81.5K -3,940 -14%
SFO
118
Stokes Family Office
Louisiana
$503K – – –
YWM
119
Yoder Wealth Management
California
$480K +$209K +10,100 +75%
SF
120
Safeguard Financial
Wisconsin
$469K +$7.42K +359 +2%
MA
121
MONECO Advisors
Connecticut
$465K – – –
DWT
122
Dorsey & Whitney Trust
South Dakota
$448K +$93.1K +4,500 +26%
LF
123
Lee Financial
Texas
$407K – – –
JCM
124
Jacobi Capital Management
Pennsylvania
$407K +$125K +6,048 +43%
RBC
125
Roble Belko & Company
Pennsylvania
$404K +$101K +4,870 +32%
3 4
5
6 7

IBDW Hedge Fund Activity: Q4 2024 in Review

178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q4 2024, worth a combined $984M — up 13% from $869M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDW positions and 5 closed out — a net gain of 30 holders — while 107 added to existing stakes and 17 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36.5M. The largest seller was Jane Street, exiting entirely with an estimated $1.9M sold.

  • 178 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q4 2024, up from 153 in Q3 2024.
  • Funds reported $984M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q4 2024 and 5 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $36.5M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q4 2024 was Jane Street, an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2024.