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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
PWP
76
Precedent Wealth Partners
Texas
$412K +$78.5K +3,167 +24%
Comerica Bank
77
Comerica Bank
Texas
$374K +$147K +5,923 +65%
IWC
78
Integrated Wealth Concepts
Massachusetts
$338K +$1.51K +61 +0.5%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$322K +$209K +8,435 +186%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$312K +$13.8K +557 +5%
FTUS
81
Flow Traders U.S.
New York
$305K +$305K +12,310 New
MBT
82
Montecito Bank & Trust
California
$302K +$302K +12,174 New
JWCA
83
J.W. Cole Advisors
Florida
$273K +$272K +10,994 New
CHA
84
Cooper/Haims Advisors
New York
$258K – – –
EWM
85
Executive Wealth Management
Michigan
$258K +$260K +10,504 New
FNB
86
Farmers National Bank
Kentucky
$246K +$246K +9,929 New
AAS
87
Avantax Advisory Services
Texas
$239K +$35.4K +1,429 +17%
BRWA
88
B. Riley Wealth Advisors
Florida
$204K +$215K +8,687 New
MAG
89
M3 Advisory Group
Massachusetts
$201K +$200K +8,087 New
AA
90
Addison Advisors
Vermont
$131K +$65.2K +2,630 +100%
ATC
91
Adirondack Trust Company
New York
$129K +$16.4K +662 +15%
KHC
92
Koesten Hirschmann & Crabtree
Kansas
$127K – – –
RBC
93
Roble Belko & Company
Pennsylvania
$101K +$100K +4,054 New
CTWM
94
Cherry Tree Wealth Management
Minnesota
$96.9K +$96.8K +3,905 New
IA
95
IFP Advisors
Florida
$95.5K +$322 +13 +0.3%
SPIA
96
Steward Partners Investment Advisory
New York
$52K – – –
EW
97
Element Wealth
Mississippi
$50.4K – – –
CTC
98
Central Trust Company
Missouri
$30K -$14.6K -591 -33%
BlackRock
99
BlackRock
New York
$29.5K +$28.3K +1,142 +2,430%
AF
100
Allworth Financial
California
$21.1K – – –
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.