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iShares iBonds Dec 2032 Term Corporate ETF
IBDX

102 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

540% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 10

33% more capital invested

Capital invested by funds: $356M → $474M (+$117M)

21% more funds holding

Funds holding: 84 → 102 (+18)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

4% more ownership

Funds ownership: 83.14% → 87.14% (+4%)

Holders
102
Holders Change
+18
Holders Change %
+21.43%
% of All Funds
1.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
64
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIC
Sigma Investment Counselors
Michigan
+$18.5M
2
ACA
Aptus Capital Advisors
Alabama
+$14.1M
3
Bank of America
Bank of America
North Carolina
+$13.2M
4
MCM
MV Capital Management
Maryland
+$11.7M
5
NA
NewEdge Advisors
Louisiana
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.54M
2
Citadel Advisors
Citadel Advisors
Florida
-$6.85M
3
RA
RFG Advisory
Alabama
-$1.76M
4
CA
CGN Advisors
Kansas
-$530K
5
CA
Cetera Advisors
Colorado
-$447K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
26
Lyell Wealth Management
California
$4.01M +$1.79M +72,100 +81%
Stifel Financial
27
Stifel Financial
Missouri
$3.89M +$238K +9,595 +7%
4FG
28
4Thought Financial Group
New York
$3.84M +$253K +10,206 +7%
US Bancorp
29
US Bancorp
Minnesota
$3.7M +$3.7M +149,325 New
BFEC
30
Benjamin F. Edwards & Company
Missouri
$3.35M +$163K +6,597 +5%
SSB
31
Sandy Spring Bank
Maryland
$3.34M +$506K +20,427 +18%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$3.02M +$3.01M +121,675 New
EPW
33
Evergreen Private Wealth
Colorado
$2.9M +$2.89M +116,746 New
VVP
34
Venture Visionary Partners
Ohio
$2.51M +$605K +24,401 +32%
PA
35
Parallel Advisors
California
$2.41M +$1.09M +44,143 +83%
MA
36
MCF Advisors
Kentucky
$2.29M +$88.9K +3,587 +4%
CA
37
CGN Advisors
Kansas
$2.21M -$530K -21,394 -19%
SWMG
38
Signature Wealth Management Group
Georgia
$2.07M +$894K +36,076 +72%
ACS
39
Archford Capital Strategies
Illinois
$2.03M -$18.7K -756 -0.9%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$1.98M +$423K +17,079 +27%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.78M +$942K +38,037 +113%
PA
42
Probity Advisors
Texas
$1.77M +$821K +33,143 +87%
RJA
43
Raymond James & Associates
Florida
$1.66M +$564K +22,770 +52%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.57M +$9.74K +393 +0.6%
Jane Street
45
Jane Street
New York
$1.42M +$1.41M +57,056 New
QFA
46
Quantum Financial Advisors
California
$1.33M +$1.33M +53,726 New
RW
47
REDW Wealth
New Mexico
$1.28M +$471K +18,990 +58%
Mariner
48
Mariner
Kansas
$1.2M +$763K +30,783 +176%
CCM
49
Coldstream Capital Management
Washington
$1.07M +$50.3K +2,032 +5%
MSWM
50
McGlone Suttner Wealth Management
Wisconsin
$1.01M +$472K +19,040 +88%
1
2
3 4 5

IBDX Hedge Fund Activity: Q1 2024 in Review

102 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q1 2024, worth a combined $474M — up 33% from $356M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDX positions and 3 closed out — a net gain of 18 holders — while 64 added to existing stakes and 10 trimmed.

The largest buyer was Sigma Investment Counselors, adding an estimated $18.5M. The largest seller was Morgan Stanley, cutting an estimated $7.54M.

  • 102 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q1 2024, up from 84 in Q4 2023.
  • Funds reported $474M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q1 2024, up 33% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q1 2024 and 3 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q1 2024 was Sigma Investment Counselors, an estimated $18.5M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.54M sold.

Based on aggregated 13F filings for Q1 2024.