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iShares iBonds Dec 2032 Term Corporate ETF
IBDX

106 hedge funds and large institutions have $565M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 76 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $474M → $565M (+$91.5M)

4% more funds holding

Funds holding: 102 → 106 (+4)

3.14% less ownership

Funds ownership: 87.14% → 84% (-3.1%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
106
Holders Change
+4
Holders Change %
+3.92%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
76
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$33.6M
2
FIB
First Interstate Bank
Montana
+$25.6M
3
ACA
Aptus Capital Advisors
Alabama
+$9.41M
4
CIA
Capital Investment Advisors
Georgia
+$7.39M
5
Jane Street
Jane Street
New York
+$4.66M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$8.45M
2
SL
Summitry LLC
California
-$7.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.33M
4
CCM
Coldstream Capital Management
Washington
-$1.07M
5
JP Morgan Chase
JP Morgan Chase
New York
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
26
Platte River Wealth Advisors
Colorado
$4.37M -$200K -8,173 -4%
Stifel Financial
27
Stifel Financial
Missouri
$4.19M +$334K +13,676 +9%
HighTower Advisors
28
HighTower Advisors
Illinois
$4.1M +$96.4K +3,946 +2%
KF
29
Krilogy Financial
Missouri
$4.06M -$145K -5,934 -3%
4FG
30
4Thought Financial Group
New York
$4.04M +$230K +9,404 +6%
SSB
31
Sandy Spring Bank
Maryland
$3.93M +$624K +25,530 +19%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$3.52M +$213K +8,706 +6%
OMC
33
Old Mission Capital
Illinois
$3.29M +$3.27M +134,033 New
Neuberger Berman Group
34
Neuberger Berman Group
New York
$2.99M – – –
EPW
35
Evergreen Private Wealth
Colorado
$2.84M -$24.8K -1,015 -0.9%
PA
36
Parallel Advisors
California
$2.58M +$195K +7,972 +8%
VVP
37
Venture Visionary Partners
Ohio
$2.5M +$17.7K +723 +0.7%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.47M +$703K +28,768 +40%
MA
39
MCF Advisors
Kentucky
$2.3M +$26.3K +1,078 +1%
CA
40
CGN Advisors
Kansas
$2.24M +$48.7K +1,992 +2%
PA
41
Probity Advisors
Texas
$2.19M +$440K +18,003 +25%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$2.18M +$221K +9,050 +11%
SWMG
43
Signature Wealth Management Group
Georgia
$2.15M +$40.4K +1,656 +2%
ACS
44
Archford Capital Strategies
Illinois
$2.12M +$116K +4,747 +6%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.02M +$456K +18,691 +29%
RW
46
REDW Wealth
New Mexico
$1.99M +$715K +29,264 +57%
RJA
47
Raymond James & Associates
Florida
$1.76M +$112K +4,600 +7%
ST
48
Sabal Trust
Florida
$1.62M +$1.62M +66,161 New
Mariner
49
Mariner
Kansas
$1.44M +$255K +10,445 +22%
QFA
50
Quantum Financial Advisors
California
$1.37M +$49K +2,008 +4%
1
2
3 4 5

IBDX Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q2 2024, worth a combined $565M — up 19% from $474M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDX positions and 8 closed out — a net gain of 4 holders — while 76 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $33.6M. The largest seller was NewEdge Advisors, cutting an estimated $8.45M.

  • 106 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $565M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q2 2024, up 19% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q2 2024 and 8 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q2 2024 was Wells Fargo, an estimated $33.6M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q2 2024 was NewEdge Advisors, an estimated $8.45M sold.

Based on aggregated 13F filings for Q2 2024.