iShares iBonds Dec 2031 Term Corporate ETF
IBDW
155 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 19 funds opening new positions, 103 increasing their positions, 15 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
650% more capital inflows, than outflows
Capital inflows: $127M | Capital outflows: $17M
587% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 15
9% more funds holding
Funds holding: 142 → 155 (+13)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.63% less ownership
Funds ownership: 81.27% → 79.63% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$20.4M |
| 2 |
Confluence Investment Management
St. Louis,
Missouri
|
+$10.3M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$6.11M |
| 4 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$6M |
| 5 |
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 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.94M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$2.11M |
| 5 |
Sowell Financial Services
North Little Rock,
Arkansas
|
-$635K |
IBDW Hedge Fund Activity: Q3 2024 in Review
155 of the 6,986 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: 19 funds opened new IBDW positions and 2 closed out — a net gain of 17 holders — while 103 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.
- 155 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q3 2024, up from 142 in Q2 2024.
- Funds reported $869M of iShares iBonds Dec 2031 Term Corporate ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 19 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q3 2024 and 2 closed out, a net change of +17 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.