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.
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)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
176
Creative Financial Designs
Kokomo,
Indiana
| $5.07K | – | – | – |
|
177
BlackRock
New York
| $1.24K | +$83 | +4 | +7% |
|
|
KIM
178
Kestra Investment Management
Austin,
Texas
| $800 | +$806 | +39 | New |
|
179
Jane Street
New York
| – | -$1.9M | -89,659 | Closed |
|
|
SPWG
180
Syntegra Private Wealth Group
Chesterfield,
Missouri
| – | -$286K | -13,493 | Closed |
|
|
MAG
181
M3 Advisory Group
Needham Heights,
Massachusetts
| – | -$208K | -9,794 | Closed |
|
|
MWM
182
Meridian Wealth Management
Lexington,
Kentucky
| – | -$205K | -9,684 | Closed |
|
|
AWM
183
Abound Wealth Management
Franklin,
Tennessee
| – | -$15.5K | -729 | Closed |
|
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.