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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
MML Investors Services
51
MML Investors Services
Massachusetts
$495K +$91.6K +3,603 +23%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$494K +$98.6K +3,880 +25%
LNC
53
Lincoln National Corp
Pennsylvania
$457K +$455K +17,920 New
Stifel Financial
54
Stifel Financial
Missouri
$451K +$450K +17,718 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$420K +$419K +16,477 New
Lido Advisors
56
Lido Advisors
California
$407K +$406K +15,972 New
ABC
57
Associated Banc-Corp
Wisconsin
$404K +$403K +15,875 New
MA
58
Mutual Advisors
Nebraska
$307K +$306K +12,030 New
JWCA
59
J.W. Cole Advisors
Florida
$300K -$491K -19,323 -62%
MBT
60
Montecito Bank & Trust
California
$299K +$298K +11,742 New
BPA
61
Beacon Pointe Advisors
California
$294K +$293K +11,522 New
AAS
62
Avantax Advisory Services
Texas
$291K +$86.6K +3,407 +42%
RW
63
REDW Wealth
New Mexico
$278K +$277K +10,916 New
MOS
64
MGO One Seven
Ohio
$269K +$268K +10,539 New
EWM
65
Executive Wealth Management
Michigan
$258K +$261K +10,255 New
SWM
66
Segment Wealth Management
Texas
$242K +$241K +9,480 New
EIP
67
Ellis Investment Partners
Pennsylvania
$215K +$6.3K +248 +3%
AA
68
Addison Advisors
Vermont
$210K +$210K +8,260 New
Comerica Bank
69
Comerica Bank
Texas
$181K +$82.4K +3,242 +84%
KHC
70
Koesten Hirschmann & Crabtree
Kansas
$127K – – –
ATC
71
Adirondack Trust Company
New York
$83.6K +$81.9K +3,223 +5,463%
CFO
72
CVA Family Office
Colorado
$70.2K +$70K +2,755 New
IA
73
IFP Advisors
Florida
$58.5K -$35.6K -1,401 -38%
CTC
74
Central Trust Company
Missouri
$30.2K +$10.6K +417 +54%
BlackRock
75
BlackRock
New York
$29.6K +$29.5K +1,160 New
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.