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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

80 hedge funds and large institutions have $409M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $324M → $409M (+$85.1M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

3% more funds holding

Funds holding: 78 → 80 (+2)

2.97% less ownership

Funds ownership: 85.27% → 82.3% (-3%)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
58
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIB
First Interstate Bank
Montana
+$25.4M
2
ACA
Aptus Capital Advisors
Alabama
+$18.4M
3
SL
Summitry LLC
California
+$13.1M
4
CIA
Capital Investment Advisors
Georgia
+$6.59M
5
US Bancorp
US Bancorp
Minnesota
+$2.84M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.26M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.31M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.3M
4
UCFA
United Capital Financial Advisors
Texas
-$514K
5
LNC
Lincoln National Corp
Pennsylvania
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
26
Evergreen Private Wealth
Colorado
$2.85M -$22.3K -892 -0.8%
VVP
27
Venture Visionary Partners
Ohio
$2.77M +$298K +11,892 +12%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.41M +$2.4M +95,796 New
PA
29
Parallel Advisors
California
$2.41M +$140K +5,579 +6%
PA
30
Probity Advisors
Texas
$2.19M +$440K +17,582 +25%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.12M +$377K +15,047 +22%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.91M -$1.31M -52,502 -41%
ACS
33
Archford Capital Strategies
Illinois
$1.89M +$128K +5,096 +7%
SHA
34
Seneca House Advisors
Virginia
$1.86M +$900K +35,962 +95%
RJA
35
Raymond James & Associates
Florida
$1.84M -$89.4K -3,570 -5%
MSWM
36
McGlone Suttner Wealth Management
Wisconsin
$1.79M -$151K -6,024 -8%
MA
37
MCF Advisors
Kentucky
$1.66M +$18.3K +732 +1%
ST
38
Sabal Trust
Florida
$1.59M +$1.58M +62,978 New
EC
39
Estate Counselors
Wisconsin
$1.57M +$1.56M +62,300 New
Mariner
40
Mariner
Kansas
$1.48M +$257K +10,283 +21%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.48M +$1.46M +58,447 New
SP
42
Stonebrook Private
Michigan
$1.25M +$296K +11,808 +31%
Jane Street
43
Jane Street
New York
$1.2M -$4.26M -170,013 -78%
LHC
44
Little House Capital
Massachusetts
$1.11M +$188K +7,506 +21%
CCM
45
Coldstream Capital Management
Washington
$1.09M +$342K +13,651 +46%
Citadel Advisors
46
Citadel Advisors
Florida
$1.06M +$228K +9,106 +28%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$914K +$244K +9,740 +37%
MML Investors Services
48
MML Investors Services
Massachusetts
$774K +$283K +11,287 +58%
LPL Financial
49
LPL Financial
California
$729K +$200K +7,995 +38%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$656K +$3.25K +130 +0.5%
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IBDY Hedge Fund Activity: Q2 2024 in Review

80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q2 2024, worth a combined $409M — up 26% from $324M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDY positions and 6 closed out — a net gain of 3 holders — while 58 added to existing stakes and 10 trimmed.

The largest buyer was First Interstate Bank, adding an estimated $25.4M. The largest seller was Jane Street, cutting an estimated $4.26M.

  • 80 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q2 2024, up from 78 in Q1 2024.
  • Funds reported $409M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q2 2024, up 26% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q2 2024 and 6 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q2 2024 was First Interstate Bank, an estimated $25.4M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q2 2024 was Jane Street, an estimated $4.26M sold.

Based on aggregated 13F filings for Q2 2024.