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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
128
Holders Change
+16
Holders Change %
+14.29%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
20
Increased
81
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$13.5M
2
Wells Fargo
Wells Fargo
California
+$12.7M
3
ACM
Advisors Capital Management
New Jersey
+$11.1M
4
CIA
Capital Investment Advisors
Georgia
+$9.13M
5
Bank of America
Bank of America
North Carolina
+$7.89M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$28.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$19.8M
3
GMFG
Greater Midwest Financial Group
Minnesota
-$8.22M
4
PPWM
PFG Private Wealth Management
Florida
-$5.35M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$43.8M +$7.89M +385,993 +22%
ACA
2
Aptus Capital Advisors
Alabama
$39.5M +$13.5M +662,612 +52%
Morgan Stanley
3
Morgan Stanley
New York
$36.4M -$28.7M -1,404,704 -44%
CIA
4
Capital Investment Advisors
Georgia
$33.1M +$9.13M +446,406 +38%
VVP
5
Venture Visionary Partners
Ohio
$31.6M +$7.76M +379,670 +33%
GA
6
Gateway Advisory
New Jersey
$30.3M +$1.46M +71,434 +5%
Wells Fargo
7
Wells Fargo
California
$28.4M +$12.7M +621,335 +81%
NA
8
NewEdge Advisors
Louisiana
$23.7M +$1.37M +67,012 +6%
SIC
9
Sigma Investment Counselors
Michigan
$22.1M +$6.53M +319,405 +42%
SL
10
Summitry LLC
California
$21.8M +$565K +27,627 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$21.5M -$19.8M -970,657 -48%
UBS Group
12
UBS Group
Switzerland
$18.8M +$1.62M +79,202 +9%
Lido Advisors
13
Lido Advisors
California
$17.8M -$942K -46,087 -5%
AF
14
Arrow Financial
New York
$13.4M +$445K +21,761 +3%
BMM
15
Buffington Mohr McNeal
Idaho
$12.4M +$1.27M +62,103 +11%
EFP
16
Envision Financial Planning
Tennessee
$12.3M +$921K +45,034 +8%
MLA
17
MB, Levis & Associates
Pennsylvania
$12.1M +$262K +12,825 +2%
KA
18
Klingman & Associates
New York
$11.6M +$2.97M +145,395 +35%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$11.5M +$999K +48,881 +10%
ACM
20
Advisors Capital Management
New Jersey
$11.1M +$11.1M +542,300 New
MCM
21
MV Capital Management
Maryland
$9.64M +$7.43M +363,422 +340%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.24M +$3.44M +168,230 +60%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$8.95M +$2.06M +100,561 +30%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.93M -$226K -11,044 -3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.96M +$817K +39,968 +16%
1
2 3 4 5

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.