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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
AA
126
Addison Advisors
Vermont
$165K +$20.9K +1,035 +15%
BCV
127
Banque Cantonale Vaudoise
Switzerland
$125K +$124K +6,154 New
HI
128
Harbour Investments
Wisconsin
$103K +$1.29K +64 +1%
EW
129
Element Wealth
Mississippi
$99.4K – – –
PGAM
130
Princeton Global Asset Management
New Jersey
$62.7K +$19.2K +953 +45%
CTC
131
Central Trust Company
Missouri
$62.3K +$827 +41 +1%
SPIA
132
Steward Partners Investment Advisory
New York
$51.6K – – –
HIA
133
Harbor Investment Advisory
Maryland
$50.7K +$50.4K +2,500 New
TC
134
Trust Company
Kansas
$49.4K – – –
CAL
135
Capital Analysts LLC
Pennsylvania
$27K – – –
BCPWM
136
Bradley & Co Private Wealth Management
Florida
$26.6K -$6.98K -346 -21%
PTC
137
Private Trust Company
Ohio
$26.2K – – –
PFM
138
Phillips Financial Management
Indiana
$25.8K +$25.7K +1,274 New
PS
139
Principal Securities
Iowa
$25.7K – – –
AF
140
Allworth Financial
California
$21.1K – – –
BlackRock
141
BlackRock
New York
$1.16K -$27.9K -1,384 -96%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
– -$1.43M -69,970 Closed
CCM
143
Coldstream Capital Management
Washington
– -$1.22M -59,353 Closed
LNC
144
Lincoln National Corp
Pennsylvania
– -$785K -38,287 Closed
MAG
145
M3 Advisory Group
Massachusetts
– -$201K -9,794 Closed
NP
146
NorthRock Partners
Minnesota
– -$19.8K -965 Closed
GBT
147
Grove Bank & Trust
Florida
– -$9.73K -475 Closed
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
– -$615 -30 Closed
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.