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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
178
Holders Change
+25
Holders Change %
+16.34%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
35
Increased
107
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$36.5M
2
SL
Summitry LLC
California
+$15.5M
3
MFWM
Motley Fool Wealth Management
Virginia
+$14M
4
ACM
Advisors Capital Management
New Jersey
+$12.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.57M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.9M
2
RW
REDW Wealth
New Mexico
-$1.32M
3
US Bancorp
US Bancorp
Minnesota
-$326K
4
SPWG
Syntegra Private Wealth Group
Missouri
-$286K
5
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$108M +$36.5M +1,764,384 +50%
Wells Fargo
2
Wells Fargo
California
$77M +$3.2M +154,874 +4%
CIA
3
Capital Investment Advisors
Georgia
$52M +$7.31M +353,546 +16%
Bank of America
4
Bank of America
North Carolina
$49.6M +$5.52M +266,763 +12%
Morgan Stanley
5
Morgan Stanley
New York
$49.1M +$5.24M +253,455 +12%
VVP
6
Venture Visionary Partners
Ohio
$42.5M +$3.02M +146,004 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$40.2M +$40.8M +1,973,030 New
SIC
8
Sigma Investment Counselors
Michigan
$30.2M +$2.38M +115,082 +8%
SL
9
Summitry LLC
California
$27.9M +$15.5M +751,954 +122%
ACM
10
Advisors Capital Management
New Jersey
$25M +$12.3M +596,179 +94%
UBS Group
11
UBS Group
Switzerland
$23.8M +$4.64M +224,447 +24%
KA
12
Klingman & Associates
New York
$20.8M +$5.18M +250,280 +32%
NA
13
NewEdge Advisors
Louisiana
$19.6M +$845K +40,864 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.5M +$9.57M +462,905 +94%
Lido Advisors
15
Lido Advisors
California
$18M +$3.41M +164,765 +23%
Ameriprise
16
Ameriprise
Minnesota
$16.1M +$9.48M +458,522 +137%
AF
17
Arrow Financial
New York
$14.3M +$470K +22,728 +3%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$14.2M +$931K +45,025 +7%
EFP
19
Envision Financial Planning
Tennessee
$13.9M +$436K +21,074 +3%
MFWM
20
Motley Fool Wealth Management
Virginia
$13.8M +$14M +679,423 New
BMM
21
Buffington Mohr McNeal
Idaho
$13.5M +$398K +19,245 +3%
MCM
22
MV Capital Management
Maryland
$13.4M +$2.11M +102,119 +18%
MLA
23
MB, Levis & Associates
Pennsylvania
$12.7M +$198K +9,580 +2%
US Bancorp
24
US Bancorp
Minnesota
$12.7M -$326K -15,750 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$12.5M +$2.09M +101,121 +20%
1
2 3 4 5

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.