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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$18.5M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$14.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.2M |
| 4 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$11.7M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.54M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.85M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.76M |
| 4 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$530K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$447K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Osaic Holdings
Scottsdale,
Arizona
| $8.56K | -$13.3K | -536 | -61% |
|
102
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $620 | +$619 | +25 | New |
|
|
RA
103
RFG Advisory
Birmingham,
Alabama
| – | -$1.76M | -69,576 | Closed |
|
|
CA
104
Cetera Advisors
Denver,
Colorado
| – | -$447K | -17,711 | Closed |
|
105
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$313K | -12,422 | Closed |
|
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.