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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

96 hedge funds and large institutions have $501M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

350% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 12

23% more capital invested

Capital invested by funds: $409M → $501M (+$92.4M)

20% more funds holding

Funds holding: 80 → 96 (+16)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.14% less ownership

Funds ownership: 82.3% → 81.15% (-1.1%)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
54
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$10.7M
2
Bank of America
Bank of America
North Carolina
+$9.38M
3
US Bancorp
US Bancorp
Minnesota
+$9.01M
4
CIA
Capital Investment Advisors
Georgia
+$8.76M
5
BEI
Benjamin Edwards Inc
Missouri
+$3.31M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$972K
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$561K
3
OMC
Old Mission Capital
Illinois
-$470K
4
GPA
Guidance Point Advisors
Massachusetts
-$374K
5
JIR
James Investment Research
Ohio
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Coldstream Capital Management
Washington
$1.09M -$55.6K -2,146 -5%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.08M +$118K +4,563 +13%
PSIWM
53
Paradigm Strategies in Wealth Management
Minnesota
$1.06M +$1.04M +40,027 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.01M -$972K -37,530 -50%
MML Investors Services
55
MML Investors Services
Massachusetts
$972K +$159K +6,141 +20%
LPL Financial
56
LPL Financial
California
$896K +$130K +5,020 +17%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$755K +$164K +6,323 +28%
Osaic Holdings
58
Osaic Holdings
Arizona
$755K +$174K +6,728 +31%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$736K +$47.7K +1,840 +7%
MBT
60
Montecito Bank & Trust
California
$717K +$244K +9,412 +53%
ABC
61
Associated Banc-Corp
Wisconsin
$640K +$38.9K +1,500 +7%
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$599K – – –
SFO
63
Stokes Family Office
Louisiana
$521K – – –
CFO
64
CVA Family Office
Colorado
$519K +$7.25K +280 +1%
PIA
65
Panoramic Investment Advisors
Colorado
$501K +$492K +18,978 New
AA
66
Addison Advisors
Vermont
$436K +$58.6K +2,260 +16%
AAS
67
Avantax Advisory Services
Texas
$422K +$4.43K +171 +1%
Lido Advisors
68
Lido Advisors
California
$422K -$222K -8,556 -35%
Stifel Financial
69
Stifel Financial
Missouri
$390K -$20.9K -805 -5%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$377K +$370K +14,283 New
RW
71
REDW Wealth
New Mexico
$371K – – –
MFG
72
Mendota Financial Group
Wisconsin
$364K +$358K +13,806 New
PAG
73
Private Advisor Group
New Jersey
$332K +$325K +12,558 New
BPA
74
Beacon Pointe Advisors
California
$318K -$26.9K -1,037 -8%
MA
75
Mutual Advisors
Nebraska
$311K – – –
1 2
3
4

IBDY Hedge Fund Activity: Q3 2024 in Review

96 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q3 2024, worth a combined $501M — up 23% from $409M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDY positions and 2 closed out — a net gain of 17 holders — while 54 added to existing stakes and 12 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $10.7M. The largest seller was Royal Bank of Canada, cutting an estimated $972K.

  • 96 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q3 2024, up from 80 in Q2 2024.
  • Funds reported $501M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q3 2024 and 2 closed out, a net change of +17 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $10.7M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q3 2024 was Royal Bank of Canada, an estimated $972K sold.

Based on aggregated 13F filings for Q3 2024.