We are live on ! Find out more
IBDX icon

iShares iBonds Dec 2032 Term Corporate ETF

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: 56 (+1)

19% more capital invested

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

11% more funds holding

Funds holding: 106118 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Hendershot Investments
Virginia
$210K
MAG
102
M3 Advisory Group
Massachusetts
$208K +$204K +8,087 New
RBC
103
Roble Belko & Company
Pennsylvania
$158K
CTWM
104
Cherry Tree Wealth Management
Minnesota
$155K +$53.3K +2,112 +54%
BCV
105
Banque Cantonale Vaudoise
Switzerland
$132K +$130K +5,148 New
KHC
106
Koesten Hirschmann & Crabtree
Kansas
$131K
SPIA
107
Steward Partners Investment Advisory
New York
$53.8K
EW
108
Element Wealth
Mississippi
$52.2K
HIA
109
Harbor Investment Advisory
Maryland
$51.4K
TC
110
Trust Company
Kansas
$50.9K +$50K +1,979 New
FPB
111
First PREMIER Bank
South Dakota
$46K +$45K +1,781 New
HWM
112
Hemington Wealth Management
Virginia
$41K +$42.3K +1,675 New
SWC
113
Spectrum Wealth Counsel
Indiana
$34.1K
CTC
114
Central Trust Company
Missouri
$25.4K -$6.29K -249 -20%
AWM
115
Abound Wealth Management
Tennessee
$22.6K +$22.2K +878 New
AF
116
Allworth Financial
California
$21.8K
CFD
117
Creative Financial Designs
Indiana
$5.3K +$5.2K +206 New
BlackRock
118
BlackRock
New York
$1.21K
OMC
119
Old Mission Capital
Illinois
-$3.29M -134,033 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
-$602K -24,507 Closed
Truist Financial
121
Truist Financial
North Carolina
-$539K -21,958 Closed
AWA
122
Arkadios Wealth Advisors
Georgia
-$220K -8,940 Closed

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.