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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
Wells Fargo
1
Wells Fargo
California
$70.9M +$42.6M +2,110,233 +152%
ACA
2
Aptus Capital Advisors
Alabama
$52.2M +$13M +644,100 +33%
Bank of America
3
Bank of America
North Carolina
$40.7M -$2.65M -131,467 -6%
Morgan Stanley
4
Morgan Stanley
New York
$39.2M +$3.1M +153,578 +9%
CIA
5
Capital Investment Advisors
Georgia
$38.8M +$6.01M +297,886 +18%
VVP
6
Venture Visionary Partners
Ohio
$34M +$2.76M +136,980 +9%
GA
7
Gateway Advisory
New Jersey
$31.7M +$1.71M +84,528 +6%
SIC
8
Sigma Investment Counselors
Michigan
$25.2M +$3.33M +164,965 +15%
NA
9
NewEdge Advisors
Louisiana
$22.5M -$909K -45,032 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$20.6M -$684K -33,882 -3%
UBS Group
11
UBS Group
Switzerland
$17.5M -$1.06M -52,625 -6%
Lido Advisors
12
Lido Advisors
California
$16.7M -$972K -48,188 -6%
AF
13
Arrow Financial
New York
$13.6M +$302K +14,950 +2%
KA
14
Klingman & Associates
New York
$13.4M +$1.9M +94,010 +17%
EFP
15
Envision Financial Planning
Tennessee
$12.9M +$673K +33,362 +6%
BMM
16
Buffington Mohr McNeal
Idaho
$12.5M +$243K +12,065 +2%
SL
17
Summitry LLC
California
$12.4M -$9.08M -450,240 -42%
MLA
18
MB, Levis & Associates
Pennsylvania
$12.3M +$334K +16,530 +3%
ACM
19
Advisors Capital Management
New Jersey
$12.3M +$1.25M +61,720 +11%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$11.6M +$268K +13,267 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.4M +$1.26M +62,316 +14%
MCM
22
MV Capital Management
Maryland
$10.3M +$753K +37,304 +8%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$10.2M +$1.34M +66,535 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8M +$143K +7,111 +2%
US Bancorp
25
US Bancorp
Minnesota
$7.02M +$3.23M +159,925 +86%
1
2 3 4 5

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.