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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
LHC
51
Little House Capital
Massachusetts
$1.01M -$178K -7,196 -15%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$997K +$221K +8,928 +29%
SP
53
Stonebrook Private
Michigan
$965K +$399K +16,120 +71%
HL
54
HeadInvest LLC
Maine
$935K +$175K +7,053 +23%
MFG
55
Mendota Financial Group
Wisconsin
$865K +$305K +12,303 +55%
Lido Advisors
56
Lido Advisors
California
$849K +$589K +23,772 +227%
KAS
57
Kestra Advisory Services
Texas
$728K +$728K +29,361 New
Citadel Advisors
58
Citadel Advisors
Florida
$725K -$6.85M -276,340 -90%
PWS
59
Peloton Wealth Strategists
Indiana
$719K – – –
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$715K +$342K +13,806 +92%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$697K +$696K +28,074 New
JP Morgan Chase
62
JP Morgan Chase
New York
$681K +$680K +27,431 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$660K +$47.8K +1,928 +8%
SFO
64
Stokes Family Office
Louisiana
$628K +$390K +15,750 +164%
LNC
65
Lincoln National Corp
Pennsylvania
$626K +$625K +25,219 New
BEI
66
Benjamin Edwards Inc
Missouri
$612K -$42.9K -1,731 -7%
GCA
67
Gradient Capital Advisors
California
$597K +$15.1K +610 +3%
SWM
68
Segment Wealth Management
Texas
$585K +$368K +14,870 +171%
Truist Financial
69
Truist Financial
North Carolina
$524K – – –
Ameriprise
70
Ameriprise
Minnesota
$505K +$504K +20,360 New
BPA
71
Beacon Pointe Advisors
California
$491K +$233K +9,415 +91%
ABC
72
Associated Banc-Corp
Wisconsin
$490K +$489K +19,750 New
MML Investors Services
73
MML Investors Services
Massachusetts
$451K +$105K +4,256 +31%
UCFA
74
United Capital Financial Advisors
Texas
$450K +$12.5K +506 +3%
MA
75
Mutual Advisors
Nebraska
$423K +$155K +6,275 +58%
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.