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iShares iBonds Dec 2032 Term Corporate ETF
IBDX

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: 118 → 124 (+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: 6 → 5 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$36M
2
Ameriprise
Ameriprise
Minnesota
+$13.9M
3
CIA
Capital Investment Advisors
Georgia
+$8.29M
4
SVWAG
Sound View Wealth Advisors Group
Georgia
+$7.48M
5
Morgan Stanley
Morgan Stanley
New York
+$7.18M

Top Sellers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
-$4.73M
2
CWM
Centric Wealth Management
Illinois
-$4.41M
3
LPL Financial
LPL Financial
California
-$2.12M
4
NA
NewEdge Advisors
Louisiana
-$1.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$879K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$821K +$67.7K +2,704 +9%
MML Investors Services
77
MML Investors Services
Massachusetts
$819K +$72.6K +2,901 +10%
MFG
78
Mendota Financial Group
Wisconsin
$811K -$148K -5,934 -15%
GCA
79
Gradient Capital Advisors
California
$800K +$59.6K +2,382 +8%
ATC
80
Adirondack Trust Company
New York
$763K +$510K +20,361 +190%
MBT
81
Montecito Bank & Trust
California
$688K – – –
SFO
82
Stokes Family Office
Louisiana
$672K – – –
PGAM
83
Princeton Global Asset Management
New Jersey
$657K +$288K +11,511 +76%
FNB
84
Farmers National Bank
Kentucky
$632K +$643K +25,699 New
BFG
85
Beacon Financial Group
Texas
$563K +$212K +8,471 +59%
BPA
86
Beacon Pointe Advisors
California
$553K +$75K +2,998 +15%
IA
87
IFP Advisors
Florida
$534K +$219K +8,762 +68%
Creative Planning
88
Creative Planning
Kansas
$504K +$513K +20,499 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$463K +$136K +5,430 +40%
Comerica Bank
90
Comerica Bank
Texas
$434K -$475 -19 -0.1%
MA
91
Mutual Advisors
Nebraska
$433K +$4.75K +190 +1%
PAG
92
Private Advisor Group
New Jersey
$424K – – –
DWT
93
Dorsey & Whitney Trust
South Dakota
$393K +$400K +16,000 New
JCM
94
Jacobi Capital Management
Pennsylvania
$382K +$125K +4,980 +47%
IWC
95
Integrated Wealth Concepts
Massachusetts
$381K – – –
AAS
96
Avantax Advisory Services
Texas
$361K +$104K +4,160 +39%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$358K +$364K +14,565 New
JIR
98
James Investment Research
Ohio
$346K +$352K +14,068 New
CSP
99
Cary Street Partners
Virginia
$322K +$328K +13,102 New
PIM
100
Penobscot Investment Management
Massachusetts
$301K +$307K +12,250 New
2 3
4
5 6

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.