We are live on ! Find out more
IBDX icon

iShares iBonds Dec 2032 Term Corporate ETF
IBDX

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: 5 → 6 (+1)

19% more capital invested

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

11% more funds holding

Funds holding: 106 → 118 (+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
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$14.8M
2
CIM
Confluence Investment Management
Missouri
+$10.3M
3
CIA
Capital Investment Advisors
Georgia
+$7.96M
4
US Bancorp
US Bancorp
Minnesota
+$7.79M
5
HighTower Advisors
HighTower Advisors
Illinois
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
-$11.5M
2
Jane Street
Jane Street
New York
-$5.97M
3
OMC
Old Mission Capital
Illinois
-$3.29M
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
-$2.94M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$602K
Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
76
Associated Banc-Corp
Wisconsin
$712K +$37.9K +1,500 +6%
SFO
77
Stokes Family Office
Louisiana
$703K – – –
SWM
78
Segment Wealth Management
Texas
$693K +$23.7K +940 +4%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$548K +$257K +10,167 +91%
BPA
80
Beacon Pointe Advisors
California
$502K -$33.7K -1,336 -6%
SFS
81
Sowell Financial Services
Arkansas
$473K +$509K +20,155 New
Comerica Bank
82
Comerica Bank
Texas
$454K +$18.5K +733 +4%
PAG
83
Private Advisor Group
New Jersey
$444K +$436K +17,265 New
MA
84
Mutual Advisors
Nebraska
$438K – – –
RWP
85
RWA Wealth Partners
Massachusetts
$437K +$429K +17,004 New
IWC
86
Integrated Wealth Concepts
Massachusetts
$399K +$23.5K +932 +6%
PGAM
87
Princeton Global Asset Management
New Jersey
$391K +$384K +15,202 New
BFG
88
Beacon Financial Group
Texas
$372K -$96.1K -3,804 -21%
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$351K +$16.1K +638 +5%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$345K -$42K -1,665 -11%
IA
91
IFP Advisors
Florida
$333K +$230K +9,094 +235%
Jane Street
92
Jane Street
New York
$294K -$5.97M -236,272 -95%
SF
93
Safeguard Financial
Wisconsin
$279K +$274K +10,869 New
EWS
94
Evergreen Wealth Solutions
Pennsylvania
$279K +$10.4K +413 +4%
ATC
95
Adirondack Trust Company
New York
$275K +$49.1K +1,945 +22%
JCM
96
Jacobi Capital Management
Pennsylvania
$272K +$267K +10,560 New
AAS
97
Avantax Advisory Services
Texas
$271K +$3.41K +135 +1%
CHA
98
Cooper/Haims Advisors
New York
$268K – – –
AA
99
Addison Advisors
Vermont
$225K +$10.5K +415 +5%
UCFA
100
United Capital Financial Advisors
Texas
$221K +$217K +8,606 New
1 2 3
4
5

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.