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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
PAG
76
Private Advisor Group
New Jersey
$315K – – –
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$283K +$289K +11,279 New
MA
78
Mutual Advisors
Nebraska
$280K -$23.4K -915 -8%
GCA
79
Gradient Capital Advisors
California
$269K +$59.3K +2,316 +28%
MOS
80
MGO One Seven
Ohio
$268K +$6.22K +243 +2%
EIP
81
Ellis Investment Partners
Pennsylvania
$219K +$2.89K +113 +1%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$219K +$223K +8,718 New
RW
83
REDW Wealth
New Mexico
$218K -$137K -5,364 -38%
UCFA
84
United Capital Financial Advisors
Texas
$211K +$215K +8,408 New
FBB
85
Fulton Breakefield Broenniman
Maryland
$210K +$214K +8,360 New
HI
86
Hendershot Investments
Virginia
$200K – – –
Comerica Bank
87
Comerica Bank
Texas
$184K -$307 -12 -0.2%
KHC
88
Koesten Hirschmann & Crabtree
Kansas
$147K +$23K +900 +18%
HWM
89
Hemington Wealth Management
Virginia
$66K +$3.3K +129 +5%
TC
90
Trust Company
Kansas
$48.4K – – –
FUBT
91
First United Bank & Trust
Maryland
$46.6K +$47.5K +1,855 New
CTC
92
Central Trust Company
Missouri
$34.8K +$282 +11 +0.8%
SWC
93
Spectrum Wealth Counsel
Indiana
$32.5K – – –
CTWM
94
Cherry Tree Wealth Management
Minnesota
$24.3K +$12.2K +476 +97%
KOCAA
95
Knights of Columbus Asset Advisors
Connecticut
$21.1K – – –
BlackRock
96
BlackRock
New York
$1.23K +$51 +2 +4%
Citadel Advisors
97
Citadel Advisors
Florida
– -$2.8M -106,247 Closed
Jane Street
98
Jane Street
New York
– -$2.22M -84,064 Closed
QFA
99
Quantum Financial Advisors
California
– -$1.56M -59,158 Closed
FTUS
100
Flow Traders U.S.
New York
– -$1.49M -56,310 Closed
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.