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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

78 hedge funds and large institutions have $324M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,000% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 1

375% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 8

63% more funds holding

Funds holding: 48 → 78 (+30)

61% more capital invested

Capital invested by funds: $201M → $324M (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

7.47% less ownership

Funds ownership: 92.74% → 85.27% (-7.5%)

Holders
78
Holders Change
+30
Holders Change %
+62.5%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
38
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
+$22.9M
2
MCM
MV Capital Management
Maryland
+$12.1M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.4M
4
ACA
Aptus Capital Advisors
Alabama
+$8.98M
5
CIM
Confluence Investment Management
Missouri
+$8.17M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.85M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.38M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
4
Citadel Advisors
Citadel Advisors
Florida
-$572K
5
JWCA
J.W. Cole Advisors
Florida
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$2.8M +$118K +4,651 +4%
KAS
27
Kestra Advisory Services
Texas
$2.7M +$2.69M +105,795 New
VVP
28
Venture Visionary Partners
Ohio
$2.5M +$6.53K +257 +0.3%
SSB
29
Sandy Spring Bank
Maryland
$2.39M +$674K +26,535 +39%
PA
30
Parallel Advisors
California
$2.3M +$998K +39,285 +77%
RJA
31
Raymond James & Associates
Florida
$1.95M +$629K +24,760 +48%
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$1.91M +$153K +6,024 +9%
ACS
33
Archford Capital Strategies
Illinois
$1.78M -$9.45K -372 -0.5%
PA
34
Probity Advisors
Texas
$1.77M +$822K +32,342 +87%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.76M +$17.5K +687 +1%
MA
36
MCF Advisors
Kentucky
$1.66M +$172K +6,768 +12%
PIA
37
Panoramic Investment Advisors
Colorado
$1.58M +$832K +32,738 +112%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.3M -$1.19M -46,808 -48%
Mariner
39
Mariner
Kansas
$1.23M +$806K +31,725 +191%
SP
40
Stonebrook Private
Michigan
$967K +$398K +15,654 +70%
SHA
41
Seneca House Advisors
Virginia
$961K +$958K +37,704 New
LHC
42
Little House Capital
Massachusetts
$927K +$925K +36,388 New
Citadel Advisors
43
Citadel Advisors
Florida
$842K -$572K -22,518 -41%
CCM
44
Coldstream Capital Management
Washington
$757K +$50.4K +1,982 +7%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$676K +$45.6K +1,793 +7%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$660K +$47.8K +1,880 +8%
BEI
47
Benjamin Edwards Inc
Missouri
$545K -$54.3K -2,136 -9%
LPL Financial
48
LPL Financial
California
$533K +$532K +20,915 New
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$530K +$237K +9,332 +81%
UCFA
50
United Capital Financial Advisors
Texas
$514K +$12.6K +494 +3%
1
2
3 4

IBDY Hedge Fund Activity: Q1 2024 in Review

78 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q1 2024, worth a combined $324M — up 61% from $201M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDY positions and 1 closed out — a net gain of 30 holders — while 38 added to existing stakes and 8 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $22.9M. The largest seller was Morgan Stanley, cutting an estimated $7.85M.

  • 78 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q1 2024, up from 48 in Q4 2023.
  • Funds reported $324M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q1 2024, up 61% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q1 2024 and 1 closed out, a net change of +30 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q1 2024 was Summitry LLC, an estimated $22.9M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $7.85M sold.

Based on aggregated 13F filings for Q1 2024.