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iShares iBonds Dec 2032 Term Corporate ETF

106 hedge funds and large institutions have $565M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 76 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $474M → $565M (+$91.5M)

4% more funds holding

Funds holding: 102106 (+4)

3.14% less ownership

Funds ownership: 87.14%84% (-3.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
106
Holders Change
+4
Holders Change %
+3.92%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
76
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$54.9M +$33.6M +1,374,356 +159%
FIB
2
First Interstate Bank
Montana
$52.5M +$25.6M +1,050,185 +97%
Bank of America
3
Bank of America
North Carolina
$41.6M +$1.54M +63,043 +4%
CIA
4
Capital Investment Advisors
Georgia
$40.1M +$7.39M +302,636 +23%
ACA
5
Aptus Capital Advisors
Alabama
$37.8M +$9.41M +385,104 +33%
GA
6
Gateway Advisory
New Jersey
$31.7M +$1.76M +72,041 +6%
SL
7
Summitry LLC
California
$24.4M -$7.7M -315,361 -24%
SIC
8
Sigma Investment Counselors
Michigan
$23.6M +$3.83M +156,675 +19%
UBS Group
9
UBS Group
Switzerland
$14.6M +$2.86M +117,046 +24%
AF
10
Arrow Financial
New York
$14.1M +$443K +18,130 +3%
MCM
11
MV Capital Management
Maryland
$14M +$983K +40,264 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$13.9M +$1.14M +46,728 +9%
NA
13
NewEdge Advisors
Louisiana
$13.1M -$8.45M -345,817 -39%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$11.6M +$265K +10,853 +2%
MLA
15
MB, Levis & Associates
Pennsylvania
$11.4M +$363K +14,857 +3%
Morgan Stanley
16
Morgan Stanley
New York
$10.7M +$758K +31,042 +8%
SHA
17
Seneca House Advisors
Virginia
$8.65M +$461K +18,875 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.43M -$3.33M -136,266 -31%
GPA
19
Guidance Point Advisors
Massachusetts
$6.84M +$1.09M +44,547 +19%
US Bancorp
20
US Bancorp
Minnesota
$6.71M +$3.03M +123,921 +83%
PSIWM
21
Paradigm Strategies in Wealth Management
Minnesota
$6.63M +$503K +20,615 +8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.29M +$648K +26,532 +12%
LPL Financial
23
LPL Financial
California
$6.19M +$269K +11,006 +5%
Jane Street
24
Jane Street
New York
$6.08M +$4.66M +190,639 +334%
LWM
25
Lyell Wealth Management
California
$4.37M +$397K +16,275 +10%

IBDX Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q2 2024, worth a combined $565M — up 19% from $474M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDX positions and 8 closed out — a net gain of 4 holders — while 76 added to existing stakes and 10 trimmed.

The largest buyer was Wells Fargo, adding an estimated $33.6M. The largest seller was NewEdge Advisors, cutting an estimated $8.45M.

  • 106 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $565M of iShares iBonds Dec 2032 Term Corporate ETF stock for Q2 2024, up 19% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q2 2024 and 8 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q2 2024 was Wells Fargo, an estimated $33.6M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q2 2024 was NewEdge Advisors, an estimated $8.45M sold.

Based on aggregated 13F filings for Q2 2024.