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iShares iBonds Dec 2032 Term Corporate ETF

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: 118124 (+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: 65 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
51
Archford Capital Strategies
Illinois
$2.06M -$24.2K -967 -1%
VVP
52
Venture Visionary Partners
Ohio
$2.04M -$469K -18,761 -18%
SP
53
Stonebrook Private
Michigan
$1.97M +$179K +7,161 +10%
FTUS
54
Flow Traders U.S.
New York
$1.67M +$797K +31,835 +88%
QFA
55
Quantum Financial Advisors
California
$1.55M +$28.1K +1,123 +2%
Mariner
56
Mariner
Kansas
$1.54M +$77.8K +3,109 +5%
WMWM
57
Wilkins Miller Wealth Management
Alabama
$1.52M +$1.54M +61,687 New
KAS
58
Kestra Advisory Services
Texas
$1.51M +$207K +8,284 +16%
CCM
59
Coldstream Capital Management
Washington
$1.43M +$223K +8,929 +18%
Citadel Advisors
60
Citadel Advisors
Florida
$1.25M -$879K -35,130 -41%
RW
61
REDW Wealth
New Mexico
$1.21M -$870K -34,751 -41%
SWM
62
Segment Wealth Management
Texas
$1.2M +$550K +21,980 +82%
LHC
63
Little House Capital
Massachusetts
$1.2M -$1.73K -69 -0.1%
PWS
64
Peloton Wealth Strategists
Indiana
$1.11M +$100K +4,000 +10%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$1.1M +$53K +2,116 +5%
MSWM
66
McGlone Suttner Wealth Management
Wisconsin
$1.08M +$46.9K +1,876 +4%
JWCA
67
J.W. Cole Advisors
Florida
$1.03M -$111K -4,441 -10%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$998K +$483K +19,300 +91%
Osaic Holdings
69
Osaic Holdings
Arizona
$993K +$82.8K +3,309 +9%
NC
70
NovaPoint Capital
Georgia
$973K +$49.3K +1,971 +5%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$964K +$145K +5,784 +17%
HL
72
HeadInvest LLC
Maine
$932K
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$917K +$592K +23,654 +173%
ABC
74
Associated Banc-Corp
Wisconsin
$880K +$203K +8,100 +29%
NA
75
NewEdge Advisors
Louisiana
$868K -$1.08M -43,121 -55%

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.