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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
BEI
51
Benjamin Edwards Inc
Missouri
$643K +$104K +4,145 +19%
Lido Advisors
52
Lido Advisors
California
$618K +$214K +8,556 +54%
ABC
53
Associated Banc-Corp
Wisconsin
$573K +$172K +6,875 +43%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$572K +$82.9K +3,312 +17%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$561K +$37.3K +1,491 +7%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$561K +$145K +5,793 +35%
Osaic Holdings
57
Osaic Holdings
Arizona
$551K +$539K +21,516 +6,404%
SFO
58
Stokes Family Office
Louisiana
$498K +$494K +19,750 New
CFO
59
CVA Family Office
Colorado
$488K +$416K +16,627 +604%
OMC
60
Old Mission Capital
Illinois
$470K +$467K +18,661 New
MBT
61
Montecito Bank & Trust
California
$447K +$150K +6,001 +51%
AAS
62
Avantax Advisory Services
Texas
$398K +$110K +4,382 +38%
Stifel Financial
63
Stifel Financial
Missouri
$393K -$53.3K -2,128 -12%
JWCA
64
J.W. Cole Advisors
Florida
$370K +$72.7K +2,903 +25%
AA
65
Addison Advisors
Vermont
$359K +$150K +5,982 +72%
RW
66
REDW Wealth
New Mexico
$354K +$78.4K +3,134 +29%
BPA
67
Beacon Pointe Advisors
California
$330K +$39.4K +1,575 +14%
MA
68
Mutual Advisors
Nebraska
$309K +$1.38K +55 +0.5%
MOS
69
MGO One Seven
Ohio
$267K +$1.1K +44 +0.4%
SWM
70
Segment Wealth Management
Texas
$239K – – –
EIP
71
Ellis Investment Partners
Pennsylvania
$215K +$2.05K +82 +1%
HI
72
Hendershot Investments
Virginia
$200K +$199K +7,953 New
Comerica Bank
73
Comerica Bank
Texas
$185K +$6.23K +249 +4%
ATC
74
Adirondack Trust Company
New York
$148K +$64.7K +2,586 +79%
KHC
75
Koesten Hirschmann & Crabtree
Kansas
$127K – – –
1 2
3
4

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.