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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
ACA
1
Aptus Capital Advisors
Alabama
$87.5M +$36M +1,438,262 +68%
Wells Fargo
2
Wells Fargo
California
$62M +$4.5M +179,925 +8%
CIA
3
Capital Investment Advisors
Georgia
$56M +$8.29M +331,297 +17%
FIB
4
First Interstate Bank
Montana
$54M +$712K +28,467 +1%
Bank of America
5
Bank of America
North Carolina
$50.2M +$5.85M +233,655 +13%
SIC
6
Sigma Investment Counselors
Michigan
$29.2M +$2.75M +109,723 +10%
Morgan Stanley
7
Morgan Stanley
New York
$23.2M +$7.18M +286,948 +44%
SL
8
Summitry LLC
California
$20M -$4.73M -188,981 -19%
UBS Group
9
UBS Group
Switzerland
$19.5M +$3.11M +124,421 +19%
MCM
10
MV Capital Management
Maryland
$19M +$3.69M +147,446 +24%
Raymond James Financial
11
Raymond James Financial
Florida
$18.6M +$18.9M +756,323 New
AF
12
Arrow Financial
New York
$14.7M +$374K +14,943 +3%
Ameriprise
13
Ameriprise
Minnesota
$14.7M +$13.9M +556,331 +1,327%
US Bancorp
14
US Bancorp
Minnesota
$14M -$324K -12,928 -2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$12.2M -$223K -8,912 -2%
MLA
16
MB, Levis & Associates
Pennsylvania
$11.9M +$236K +9,422 +2%
SHA
17
Seneca House Advisors
Virginia
$10.1M +$1.36M +54,371 +15%
CIM
18
Confluence Investment Management
Missouri
$10.1M +$45.3K +1,809 +0.4%
HighTower Advisors
19
HighTower Advisors
Illinois
$9.67M +$122K +4,875 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.79M +$188K +7,493 +2%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$7.35M +$7.48M +299,033 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$7.07M +$377K +15,057 +6%
GPA
23
Guidance Point Advisors
Massachusetts
$6.7M +$148K +5,917 +2%
LWM
24
Lyell Wealth Management
California
$5.26M +$413K +16,500 +8%
LPL Financial
25
LPL Financial
California
$5.14M -$2.12M -84,606 -29%

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.