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iShares iBonds Dec 2032 Term Corporate ETF
IBDX

124 hedge funds and large institutions have $716M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $673M → $716M (+$43.1M)

5% more funds holding

Funds holding: 118 → 124 (+6)

3.34% less ownership

Funds ownership: 81.99% → 78.66% (-3.3%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.63%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
17
Increased
74
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$36M
2
Ameriprise
Ameriprise
Minnesota
+$13.9M
3
CIA
Capital Investment Advisors
Georgia
+$8.29M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$7.48M
5
Morgan Stanley
Morgan Stanley
New York
+$7.18M

Top Sellers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
-$4.73M
2
CWM
Centric Wealth Management
Illinois
-$4.41M
3
LPL Financial
LPL Financial
California
-$2.12M
4
NA
NewEdge Advisors
Louisiana
-$1.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$879K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
Parallel Advisors
California
$5.09M +$869K +34,713 +20%
Stifel Financial
27
Stifel Financial
Missouri
$5M +$135K +5,385 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.99M +$614K +24,543 +14%
SSB
29
Sandy Spring Bank
Maryland
$4.99M +$244K +9,751 +5%
Lido Advisors
30
Lido Advisors
California
$4.95M +$4.18M +166,891 +487%
MSRI
31
Michael S. Ryan Inc
New York
$4.66M +$426K +17,026 +10%
BEI
32
Benjamin Edwards Inc
Missouri
$4.48M +$150K +5,982 +3%
KF
33
Krilogy Financial
Missouri
$4.48M +$177K +7,073 +4%
ST
34
Sabal Trust
Florida
$4.33M +$1.44M +57,547 +49%
4FG
35
4Thought Financial Group
New York
$4.08M +$18.2K +727 +0.4%
PSIWM
36
Paradigm Strategies in Wealth Management
Minnesota
$3.67M -$101K -4,048 -3%
SWMG
37
Signature Wealth Management Group
Georgia
$3.6M +$1.39M +55,399 +61%
SWP
38
Stratos Wealth Partners
Ohio
$3.57M -$45.7K -1,825 -1%
EWM
39
Executive Wealth Management
Michigan
$3.45M +$996K +39,805 +40%
RWP
40
RWA Wealth Partners
Massachusetts
$3.29M +$2.92M +116,666 +686%
PWP
41
Precedent Wealth Partners
Texas
$3.14M -$80.2K -3,203 -2%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.13M +$685K +27,373 +27%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$3.1M – – –
PA
44
Probity Advisors
Texas
$3.03M +$553K +22,109 +22%
EPW
45
Evergreen Private Wealth
Colorado
$2.94M +$67.7K +2,705 +2%
CA
46
CGN Advisors
Kansas
$2.65M +$248K +9,927 +10%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$2.38M +$111K +4,428 +5%
MA
48
MCF Advisors
Kentucky
$2.36M +$36.5K +1,459 +2%
EWS
49
Evergreen Wealth Solutions
Pennsylvania
$2.17M +$1.94M +77,597 +716%
Jane Street
50
Jane Street
New York
$2.17M +$1.92M +76,861 +673%
1
2
3 4 5

IBDX Hedge Fund Activity: Q4 2024 in Review

124 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q4 2024, worth a combined $716M — up 6.4% from $673M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDX positions and 6 closed out — a net gain of 11 holders — while 74 added to existing stakes and 18 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $36M. The largest seller was Summitry LLC, cutting an estimated $4.73M.

  • 124 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q4 2024, up from 118 in Q3 2024.
  • Funds reported $716M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q4 2024, up 6.4% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q4 2024 and 6 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $36M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q4 2024 was Summitry LLC, an estimated $4.73M sold.

Based on aggregated 13F filings for Q4 2024.