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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
SP
51
Stonebrook Private
Michigan
$1.25M +$296K +12,101 +31%
Citadel Advisors
52
Citadel Advisors
Florida
$1.21M +$494K +20,237 +69%
MSRI
53
Michael S. Ryan Inc
New York
$1.21M +$1.2M +49,092 New
LHC
54
Little House Capital
Massachusetts
$1.15M +$147K +6,038 +15%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$24.2K +989 +2%
PWS
56
Peloton Wealth Strategists
Indiana
$933K +$220K +9,000 +31%
HL
57
HeadInvest LLC
Maine
$926K – – –
Lido Advisors
58
Lido Advisors
California
$900K +$59.5K +2,436 +7%
KAS
59
Kestra Advisory Services
Texas
$890K +$168K +6,873 +23%
MFG
60
Mendota Financial Group
Wisconsin
$867K +$10.7K +438 +1%
NC
61
NovaPoint Capital
Georgia
$834K +$830K +33,964 New
Osaic Holdings
62
Osaic Holdings
Arizona
$767K +$754K +30,865 +8,946%
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$745K +$37.3K +1,528 +5%
Ameriprise
64
Ameriprise
Minnesota
$722K +$221K +9,037 +44%
BEI
65
Benjamin Edwards Inc
Missouri
$689K +$82.7K +3,388 +14%
SFO
66
Stokes Family Office
Louisiana
$671K +$48.8K +2,000 +8%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$656K +$2.32K +95 +0.4%
MML Investors Services
68
MML Investors Services
Massachusetts
$645K +$197K +8,080 +44%
ABC
69
Associated Banc-Corp
Wisconsin
$643K +$158K +6,450 +33%
GCA
70
Gradient Capital Advisors
California
$640K +$47.8K +1,957 +8%
SWM
71
Segment Wealth Management
Texas
$639K +$59.8K +2,450 +10%
PWP
72
Precedent Wealth Partners
Texas
$610K +$201K +8,248 +50%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$602K -$87.1K -3,567 -13%
EWM
74
Executive Wealth Management
Michigan
$555K +$295K +12,075 +115%
MSWM
75
McGlone Suttner Wealth Management
Wisconsin
$549K -$465K -19,040 -47%
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.