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iShares iBonds Dec 2032 Term Corporate ETF

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: 118124 (+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: 65 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
101
Cooper/Haims Advisors
New York
$256K
FNT
102
First National Trust
Pennsylvania
$249K +$253K +10,113 New
FBB
103
Fulton Breakefield Broenniman
Maryland
$237K +$241K +9,622 New
UCFA
104
United Capital Financial Advisors
Texas
$226K +$14.9K +596 +7%
AA
105
Addison Advisors
Vermont
$205K -$10.4K -415 -5%
HI
106
Hendershot Investments
Virginia
$200K
CTWM
107
Cherry Tree Wealth Management
Minnesota
$158K +$9.88K +395 +7%
RBC
108
Roble Belko & Company
Pennsylvania
$151K
KHC
109
Koesten Hirschmann & Crabtree
Kansas
$143K +$17.5K +700 +14%
CTC
110
Central Trust Company
Missouri
$78.3K +$55K +2,199 +223%
HWM
111
Hemington Wealth Management
Virginia
$58K +$18K +720 +43%
EW
112
Element Wealth
Mississippi
$49.9K
HIA
113
Harbor Investment Advisory
Maryland
$49.2K
TC
114
Trust Company
Kansas
$48.6K
FUBT
115
First United Bank & Trust
Maryland
$46.8K +$47.6K +1,904 New
VHAM
116
Van Hulzen Asset Management
California
$44.7K +$45.5K +1,818 New
CWM
117
Centricity Wealth Management
Ohio
$39.9K +$40.7K +1,625 New
SWC
118
Spectrum Wealth Counsel
Indiana
$32.6K
AF
119
Allworth Financial
California
$20.9K
CAS
120
Coppell Advisory Solutions
Texas
$17K +$17.2K +689 New
VWM
121
Venturi Wealth Management
Texas
$16.2K +$16.5K +661 New
SPIA
122
Steward Partners Investment Advisory
New York
$9.32K -$42.9K -1,715 -82%
CFD
123
Creative Financial Designs
Indiana
$5.06K
BlackRock
124
BlackRock
New York
$1.23K +$75 +3 +6%
CWM
125
Centric Wealth Management
Illinois
-$4.41M -178,047 Closed

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.