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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
Truist Financial
76
Truist Financial
North Carolina
$539K +$20.1K +825 +4%
BPA
77
Beacon Pointe Advisors
California
$512K +$26.3K +1,075 +5%
MBT
78
Montecito Bank & Trust
California
$450K +$150K +6,151 +51%
BFG
79
Beacon Financial Group
Texas
$448K +$446K +18,256 New
MA
80
Mutual Advisors
Nebraska
$435K +$9.48K +388 +2%
Comerica Bank
81
Comerica Bank
Texas
$416K +$45.1K +1,847 +12%
FNB
82
Farmers National Bank
Kentucky
$380K +$135K +5,533 +56%
JWCA
83
J.W. Cole Advisors
Florida
$371K +$100K +4,104 +37%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$370K +$51.2K +2,097 +16%
IWC
85
Integrated Wealth Concepts
Massachusetts
$358K +$23.7K +971 +7%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$319K +$318K +13,001 New
FTUS
87
Flow Traders U.S.
New York
$278K -$24.4K -1,000 -8%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$274K +$272K +11,152 New
EWS
89
Evergreen Wealth Solutions
Pennsylvania
$256K +$255K +10,421 New
CHA
90
Cooper/Haims Advisors
New York
$256K – – –
AAS
91
Avantax Advisory Services
Texas
$256K +$18.6K +761 +8%
AWA
92
Arkadios Wealth Advisors
Georgia
$220K +$218K +8,940 New
ATC
93
Adirondack Trust Company
New York
$215K +$86.2K +3,529 +68%
AA
94
Addison Advisors
Vermont
$205K +$75.4K +3,088 +59%
HI
95
Hendershot Investments
Virginia
$200K +$199K +8,156 New
RBC
96
Roble Belko & Company
Pennsylvania
$151K +$50.9K +2,083 +51%
KHC
97
Koesten Hirschmann & Crabtree
Kansas
$127K – – –
CTWM
98
Cherry Tree Wealth Management
Minnesota
$95.9K – – –
IA
99
IFP Advisors
Florida
$95K +$440 +18 +0.5%
SPIA
100
Steward Partners Investment Advisory
New York
$51.4K – – –
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.