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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

96 hedge funds and large institutions have $504M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 12

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1% more capital invested

Capital invested by funds: $501M → $504M (+$3.17M)

0% more funds holding

Funds holding: 96 → 96 (0)

8.38% less ownership

Funds ownership: 81.15% → 72.77% (-8.4%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
96
Holders Change
–
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
13
Increased
63
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$33.3M
2
SIC
Sigma Investment Counselors
Michigan
+$8.47M
3
CIA
Capital Investment Advisors
Georgia
+$8.28M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.81M
5
Bank of America
Bank of America
North Carolina
+$5.01M

Top Sellers

1
SL
Summitry LLC
California
-$13.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.8M
3
Jane Street
Jane Street
New York
-$2.22M
4
QFA
Quantum Financial Advisors
California
-$1.56M
5
FTUS
Flow Traders U.S.
New York
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
26
James Investment Research
Ohio
$4.1M +$8.84K +345 +0.2%
4FG
27
4Thought Financial Group
New York
$4.05M +$6.56K +256 +0.2%
BEI
28
Benjamin Edwards Inc
Missouri
$3.97M +$124K +4,847 +3%
ST
29
Sabal Trust
Florida
$3.93M +$1.2M +46,689 +43%
Lido Advisors
30
Lido Advisors
California
$3.84M +$3.51M +136,951 +857%
EWM
31
Executive Wealth Management
Michigan
$3.44M +$995K +38,869 +40%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.12M +$578K +22,570 +22%
VVP
33
Venture Visionary Partners
Ohio
$3.03M +$134K +5,230 +5%
PA
34
Probity Advisors
Texas
$3.02M +$552K +21,573 +22%
EPW
35
Evergreen Private Wealth
Colorado
$2.94M +$64.2K +2,508 +2%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.88M +$228K +8,914 +8%
HighTower Advisors
37
HighTower Advisors
Illinois
$2.32M +$540K +21,102 +30%
SHA
38
Seneca House Advisors
Virginia
$2.23M +$239K +9,352 +12%
MSWM
39
McGlone Suttner Wealth Management
Wisconsin
$2.06M +$51.6K +2,016 +3%
SWMG
40
Signature Wealth Management Group
Georgia
$2.02M +$2.06M +80,344 New
SP
41
Stonebrook Private
Michigan
$1.97M +$181K +7,067 +10%
ACS
42
Archford Capital Strategies
Illinois
$1.9M +$57.6K +2,251 +3%
Mariner
43
Mariner
Kansas
$1.86M +$380K +14,836 +25%
MA
44
MCF Advisors
Kentucky
$1.7M +$25.9K +1,011 +2%
WMWM
45
Wilkins Miller Wealth Management
Alabama
$1.6M +$1.63M +63,683 New
EC
46
Estate Counselors
Wisconsin
$1.56M +$538 +21 +0%
CCM
47
Coldstream Capital Management
Washington
$1.33M +$305K +11,921 +29%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.22M +$527K +20,596 +74%
JWCA
49
J.W. Cole Advisors
Florida
$1.16M -$92.6K -3,616 -7%
LHC
50
Little House Capital
Massachusetts
$1.13M -$18K -702 -2%
1
2
3 4 5

IBDY Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q4 2024, worth a combined $504M — up 0.63% from $501M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBDY positions and 9 closed out — a net gain of 4 holders — while 63 added to existing stakes and 12 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $33.3M. The largest seller was Summitry LLC, cutting an estimated $13.7M.

  • 96 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $504M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q4 2024, up 0.63% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q4 2024 and 9 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $33.3M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q4 2024 was Summitry LLC, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.