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, 65 increasing their positions, 9 reducing their positions, and 3 closing their positions.
622% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 9
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
36% more capital invested
Capital invested by funds: $347M → $474M (+$126M)
21% more funds holding
Funds holding: 84 → 102 (+18)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6.09% more ownership
Funds ownership: 81.05% → 87.14% (+6.1%)
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 |
Citadel Advisors
Miami,
Florida
|
-$6.85M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.76M |
| 3 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$530K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$447K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$313K |
IBDX Hedge Fund Activity: Q1 2024 in Review
102 of the 6,958 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 36% from $347M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBDX positions and 3 closed out — a net gain of 18 holders — while 65 added to existing stakes and 9 trimmed.
The largest buyer was Sigma Investment Counselors, adding an estimated $18.5M. The largest seller was Citadel Advisors, cutting an estimated $6.85M.
- 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 36% 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 Citadel Advisors, an estimated $6.85M sold.
Based on aggregated 13F filings for Q1 2024.