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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.7M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$11.1M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$9.13M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$7.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$28.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$19.8M |
| 3 |
GMFG
Greater Midwest Financial Group
St. Paul,
Minnesota
|
-$8.22M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$5.35M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NP
126
NorthRock Partners
Minneapolis,
Minnesota
| $19.8K | +$19.7K | +965 | New |
|
|
GBT
127
Grove Bank & Trust
Miami,
Florida
| $9.73K | – | – | – |
|
128
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $615 | +$613 | +30 | New |
|
129
Goldman Sachs
New York
| – | -$2.29M | -110,176 | Closed |
|
|
CA
130
Cetera Advisors
Denver,
Colorado
| – | -$456K | -21,936 | Closed |
|
131
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$387K | -18,654 | Closed |
|
|
FCA
132
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$29.3K | -1,410 | Closed |
|
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.