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.
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%)
Top Buyers
| 1 |
FIB
First Interstate Bank
Billings,
Montana
|
+$25.4M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$18.4M |
| 3 |
SL
Summitry LLC
Foster City,
California
|
+$13.1M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$6.59M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.84M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $57.9K | – | – | – |
|
|
CTC
77
Central Trust Company
Jefferson City,
Missouri
| $34.5K | +$4.61K | +184 | +16% |
|
|
SWC
78
Spectrum Wealth Counsel
Indianapolis,
Indiana
| $32.6K | +$32.4K | +1,294 | New |
|
|
KOCAA
79
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $21.1K | +$21K | +839 | New |
|
80
BlackRock
New York
| $1.18K | -$27.9K | -1,113 | -96% |
|
81
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.3M | -51,029 | Closed |
|
|
UCFA
82
United Capital Financial Advisors
Irving,
Texas
| – | -$514K | -20,167 | Closed |
|
|
LNC
83
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$457K | -17,920 | Closed |
|
|
EWM
84
Executive Wealth Management
Brighton,
Michigan
| – | -$258K | -10,255 | Closed |
|
|
NA
85
NewEdge Advisors
New Orleans,
Louisiana
| – | -$15.6K | -614 | Closed |
|
86
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$612 | -24 | Closed |
|
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.