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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
IA
76
IFP Advisors
Florida
$294K +$229K +8,847 +385%
MOS
77
MGO One Seven
Ohio
$276K -$3.63K -140 -1%
JCM
78
Jacobi Capital Management
Pennsylvania
$271K +$266K +10,278 New
SWM
79
Segment Wealth Management
Texas
$250K – – –
EIP
80
Ellis Investment Partners
Pennsylvania
$227K +$2.18K +84 +1%
GCA
81
Gradient Capital Advisors
California
$221K +$217K +8,383 New
SF
82
Safeguard Financial
Wisconsin
$213K +$209K +8,062 New
HI
83
Hendershot Investments
Virginia
$210K – – –
Comerica Bank
84
Comerica Bank
Texas
$194K – – –
BCV
85
Banque Cantonale Vaudoise
Switzerland
$189K +$185K +7,143 New
ATC
86
Adirondack Trust Company
New York
$187K +$31.3K +1,209 +21%
KHC
87
Koesten Hirschmann & Crabtree
Kansas
$131K – – –
HWM
88
Hemington Wealth Management
Virginia
$64K +$65K +2,509 New
TC
89
Trust Company
Kansas
$50.9K +$49.9K +1,927 New
FPB
90
First PREMIER Bank
South Dakota
$46K +$45K +1,736 New
CTC
91
Central Trust Company
Missouri
$36.4K +$233 +9 +0.7%
SWC
92
Spectrum Wealth Counsel
Indiana
$34.2K – – –
KOCAA
93
Knights of Columbus Asset Advisors
Connecticut
$22.1K – – –
CTWM
94
Cherry Tree Wealth Management
Minnesota
$13K +$12.8K +493 New
AWM
95
Abound Wealth Management
Tennessee
$7.18K +$7.05K +272 New
BlackRock
96
BlackRock
New York
$1.24K – – –
CCWA
97
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$561K -22,281 Closed
OMC
98
Old Mission Capital
Illinois
– -$470K -18,661 Closed
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.