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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
LPL Financial
51
LPL Financial
California
$1.08M +$233K +9,083 +27%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.06M +$134K +5,215 +14%
SWM
53
Segment Wealth Management
Texas
$1.05M +$829K +32,360 +341%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$1.04M +$86.1K +3,363 +9%
PSIWM
55
Paradigm Strategies in Wealth Management
Minnesota
$1.03M +$25.3K +989 +2%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$943K +$962K +37,576 New
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$907K +$925K +36,116 New
ABC
58
Associated Banc-Corp
Wisconsin
$808K +$204K +7,950 +33%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$743K +$26K +1,016 +4%
JP Morgan Chase
60
JP Morgan Chase
New York
$697K -$1.16M -45,362 -62%
Osaic Holdings
61
Osaic Holdings
Arizona
$689K -$29.1K -1,138 -4%
MBT
62
Montecito Bank & Trust
California
$682K – – –
MFG
63
Mendota Financial Group
Wisconsin
$612K +$271K +10,596 +77%
FMWA
64
Forvis Mazars Wealth Advisors
Missouri
$569K – – –
SFO
65
Stokes Family Office
Louisiana
$558K +$64K +2,500 +13%
ATC
66
Adirondack Trust Company
New York
$504K +$333K +13,000 +184%
CFO
67
CVA Family Office
Colorado
$494K – – –
MIH
68
Meitav Investment House
Israel
$486K +$497K +19,404 New
AAS
69
Avantax Advisory Services
Texas
$478K +$78K +3,046 +19%
AA
70
Addison Advisors
Vermont
$445K +$31.4K +1,225 +7%
FF
71
Farnam Financial
Arizona
$397K +$405K +15,810 New
JCM
72
Jacobi Capital Management
Pennsylvania
$380K +$125K +4,862 +47%
IA
73
IFP Advisors
Florida
$363K +$84.9K +3,316 +30%
Stifel Financial
74
Stifel Financial
Missouri
$359K -$12.7K -497 -3%
BPA
75
Beacon Pointe Advisors
California
$349K +$47.2K +1,843 +15%
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.