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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$22.9M |
| 2 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$12.1M |
| 3 |
Rockefeller Capital Management
New York
|
+$11.4M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$8.98M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$8.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.85M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$572K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$491K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
76
NewEdge Advisors
New Orleans,
Louisiana
| $15.6K | +$15.6K | +614 | New |
|
77
Osaic Holdings
Scottsdale,
Arizona
| $8.56K | +$8.54K | +336 | New |
|
78
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $612 | +$610 | +24 | New |
|
|
79
HighTower Advisors
Chicago,
Illinois
| – | -$1.38M | -53,195 | Closed |
|
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.