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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
Wells Fargo
1
Wells Fargo
California
$60.2M +$2.68M +105,957 +5%
FIB
2
First Interstate Bank
Montana
$55.7M +$788K +31,222 +1%
ACA
3
Aptus Capital Advisors
Alabama
$54.5M +$14.8M +584,472 +38%
CIA
4
Capital Investment Advisors
Georgia
$50.1M +$7.96M +315,341 +19%
Bank of America
5
Bank of America
North Carolina
$46.5M +$2.9M +114,978 +7%
GA
6
Gateway Advisory
New Jersey
$34.3M +$1.13M +44,909 +3%
SIC
7
Sigma Investment Counselors
Michigan
$27.7M +$2.88M +113,964 +12%
SL
8
Summitry LLC
California
$25.8M +$259K +10,262 +1%
UBS Group
9
UBS Group
Switzerland
$17.2M +$1.83M +72,533 +12%
Morgan Stanley
10
Morgan Stanley
New York
$16.9M +$5.52M +218,674 +50%
MCM
11
MV Capital Management
Maryland
$16M +$1.4M +55,549 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$15.2M +$573K +22,684 +4%
AF
13
Arrow Financial
New York
$15M +$303K +11,981 +2%
US Bancorp
14
US Bancorp
Minnesota
$15M +$7.79M +308,620 +113%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$13M +$804K +31,819 +7%
MLA
16
MB, Levis & Associates
Pennsylvania
$12.2M +$254K +10,073 +2%
CIM
17
Confluence Investment Management
Missouri
$10.5M +$10.3M +409,363 New
HighTower Advisors
18
HighTower Advisors
Illinois
$10M +$5.6M +221,583 +133%
SHA
19
Seneca House Advisors
Virginia
$9.21M +$151K +5,993 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9.01M +$1.2M +47,709 +16%
LPL Financial
21
LPL Financial
California
$7.55M +$1.05M +41,514 +16%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$7.01M +$413K +16,340 +6%
GPA
23
Guidance Point Advisors
Massachusetts
$6.86M -$293K -11,604 -4%
Stifel Financial
24
Stifel Financial
Missouri
$5.09M +$692K +27,413 +16%
LWM
25
Lyell Wealth Management
California
$5.08M +$494K +19,550 +11%

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.