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iShares iBonds Dec 2032 Term Corporate ETF

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: 56 (+1)

19% more capital invested

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

11% more funds holding

Funds holding: 106118 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
REDW Wealth
New Mexico
$2.16M +$76.9K +3,045 +4%
ACS
52
Archford Capital Strategies
Illinois
$2.14M -$44.2K -1,749 -2%
NA
53
NewEdge Advisors
Louisiana
$2.02M -$11.5M -456,910 -85%
SP
54
Stonebrook Private
Michigan
$1.87M +$553K +21,880 +43%
QFA
55
Quantum Financial Advisors
California
$1.59M +$156K +6,175 +11%
Mariner
56
Mariner
Kansas
$1.53M +$20K +792 +1%
KAS
57
Kestra Advisory Services
Texas
$1.36M +$425K +16,827 +46%
CCM
58
Coldstream Capital Management
Washington
$1.26M +$1.24M +49,085 New
LHC
59
Little House Capital
Massachusetts
$1.25M +$53K +2,098 +4%
JWCA
60
J.W. Cole Advisors
Florida
$1.2M +$793K +31,408 +208%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$1.1M +$42.4K +1,680 +4%
MSWM
62
McGlone Suttner Wealth Management
Wisconsin
$1.09M +$518K +20,508 +94%
Ameriprise
63
Ameriprise
Minnesota
$1.08M +$316K +12,514 +43%
PWS
64
Peloton Wealth Strategists
Indiana
$1.05M +$75.8K +3,000 +8%
MFG
65
Mendota Financial Group
Wisconsin
$1M +$91.6K +3,628 +10%
HL
66
HeadInvest LLC
Maine
$975K +$5.05K +200 +0.5%
NC
67
NovaPoint Capital
Georgia
$967K +$92.5K +3,664 +11%
Osaic Holdings
68
Osaic Holdings
Arizona
$954K +$149K +5,893 +19%
FTUS
69
Flow Traders U.S.
New York
$932K +$629K +24,924 +220%
Lido Advisors
70
Lido Advisors
California
$882K -$59.5K -2,356 -6%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$860K +$78.2K +3,096 +10%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$789K +$100K +3,977 +15%
MML Investors Services
73
MML Investors Services
Massachusetts
$782K +$105K +4,160 +16%
GCA
74
Gradient Capital Advisors
California
$775K +$104K +4,114 +16%
MBT
75
Montecito Bank & Trust
California
$719K +$244K +9,660 +53%

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.