iShares iBonds Dec 2031 Term Corporate ETF
IBDW
153 hedge funds and large institutions have $869M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 15 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
580% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 15
19% more capital invested
Capital invested by funds: $728M → $869M (+$141M)
9% more funds holding
Funds holding: 141 → 153 (+12)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.69% less ownership
Funds ownership: 81.26% → 79.58% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$20.4M |
| 2 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$10.3M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$6.11M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.54M |
| 2 |
Jane Street
New York
|
-$4.48M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.94M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$2.11M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$635K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
151
Hemington Wealth Management
Falls Church,
Virginia
| $12K | +$12.6K | +604 | New |
|
|
CFD
152
Creative Financial Designs
Kokomo,
Indiana
| $5.28K | +$5.19K | +249 | New |
|
153
BlackRock
New York
| $1.21K | – | – | – |
|
|
SFS
154
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$635K | -31,520 | Closed |
|
|
TCCM
155
Timber Creek Capital Management
Boston,
Massachusetts
| – | -$527K | -25,963 | Closed |
|
IBDW Hedge Fund Activity: Q3 2024 in Review
153 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q3 2024, worth a combined $869M — up 19% from $728M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IBDW positions and 2 closed out — a net gain of 16 holders — while 102 added to existing stakes and 15 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $20.4M. The largest seller was Citadel Advisors, cutting an estimated $4.54M.
- 153 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q3 2024, up from 141 in Q2 2024.
- Funds reported $869M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 18 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q3 2024 and 2 closed out, a net change of +16 holders.
- The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $20.4M added.
- The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q3 2024 was Citadel Advisors, an estimated $4.54M sold.
Based on aggregated 13F filings for Q3 2024.