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iShares iBonds Dec 2032 Term Corporate ETF
IBDX

118 hedge funds and large institutions have $673M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 77 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 11

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more capital invested

Capital invested by funds: $565M → $673M (+$108M)

11% more funds holding

Funds holding: 106 → 118 (+12)

2.01% less ownership

Funds ownership: 84% → 81.99% (-2%)

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
1.69%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
18
Increased
77
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$14.8M
2
CIM
Confluence Investment Management
Missouri
+$10.3M
3
CIA
Capital Investment Advisors
Georgia
+$7.96M
4
US Bancorp
US Bancorp
Minnesota
+$7.79M
5
HighTower Advisors
HighTower Advisors
Illinois
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$11.5M
2
Jane Street
Jane Street
New York
-$5.97M
3
OMC
Old Mission Capital
Illinois
-$3.29M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
-$2.94M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$4.97M +$839K +33,241 +21%
PRWA
27
Platte River Wealth Advisors
Colorado
$4.64M +$66.1K +2,617 +1%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.59M +$1.97M +77,927 +78%
BEI
29
Benjamin Edwards Inc
Missouri
$4.53M +$3.74M +148,180 +528%
KF
30
Krilogy Financial
Missouri
$4.5M +$249K +9,876 +6%
MSRI
31
Michael S. Ryan Inc
New York
$4.44M +$3.12M +123,459 +251%
PA
32
Parallel Advisors
California
$4.43M +$1.7M +67,360 +64%
CWM
33
Centric Wealth Management
Illinois
$4.41M +$4.5M +178,047 New
4FG
34
4Thought Financial Group
New York
$4.25M +$23.9K +947 +0.6%
PSIWM
35
Paradigm Strategies in Wealth Management
Minnesota
$3.94M -$2.94M -116,532 -43%
SWP
36
Stratos Wealth Partners
Ohio
$3.78M +$3.72M +147,203 New
PWP
37
Precedent Wealth Partners
Texas
$3.37M +$2.68M +106,218 +428%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$3.24M +$110K +4,360 +4%
ST
39
Sabal Trust
Florida
$3.05M +$1.32M +52,384 +79%
EPW
40
Evergreen Private Wealth
Colorado
$3.01M +$33.7K +1,335 +1%
VVP
41
Venture Visionary Partners
Ohio
$2.62M -$4.39K -174 -0.2%
PA
42
Probity Advisors
Texas
$2.6M +$304K +12,024 +13%
EWM
43
Executive Wealth Management
Michigan
$2.59M +$1.97M +78,057 +346%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.57M +$454K +17,992 +22%
CA
45
CGN Advisors
Kansas
$2.52M +$169K +6,710 +7%
RJA
46
Raymond James & Associates
Florida
$2.49M +$642K +25,428 +36%
MA
47
MCF Advisors
Kentucky
$2.43M +$27.3K +1,082 +1%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$2.38M +$94.5K +3,742 +4%
SWMG
49
Signature Wealth Management Group
Georgia
$2.34M +$91.5K +3,622 +4%
Citadel Advisors
50
Citadel Advisors
Florida
$2.21M +$918K +36,354 +73%
1
2
3 4 5

IBDX Hedge Fund Activity: Q3 2024 in Review

118 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q3 2024, worth a combined $673M — up 19% from $565M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDX positions and 4 closed out — a net gain of 14 holders — while 77 added to existing stakes and 11 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $14.8M. The largest seller was NewEdge Advisors, cutting an estimated $11.5M.

  • 118 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $673M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q3 2024 and 4 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $14.8M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q3 2024 was NewEdge Advisors, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2024.