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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
78
Holders Change
+30
Holders Change %
+62.5%
% of All Funds
1.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
38
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
+$22.9M
2
MCM
MV Capital Management
Maryland
+$12.1M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$11.4M
4
ACA
Aptus Capital Advisors
Alabama
+$8.98M
5
CIM
Confluence Investment Management
Missouri
+$8.17M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.85M
2
HighTower Advisors
HighTower Advisors
Illinois
-$1.38M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
4
Citadel Advisors
Citadel Advisors
Florida
-$572K
5
JWCA
J.W. Cole Advisors
Florida
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1
Gateway Advisory
New Jersey
$39.3M +$1.91M +75,067 +5%
CIA
2
Capital Investment Advisors
Georgia
$29.3M +$5.79M +227,823 +25%
FIB
3
First Interstate Bank
Montana
$24.9M +$5.65M +222,280 +30%
SL
4
Summitry LLC
California
$23M +$22.9M +901,814 New
Bank of America
5
Bank of America
North Carolina
$15.3M +$1.55M +60,829 +11%
EFP
6
Envision Financial Planning
Tennessee
$14.7M +$986K +38,792 +7%
Morgan Stanley
7
Morgan Stanley
New York
$12.8M -$7.85M -308,934 -38%
MCM
8
MV Capital Management
Maryland
$12.2M +$12.1M +476,980 New
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$11.4M +$11.4M +447,743 New
AF
10
Arrow Financial
New York
$11.4M +$5.3M +208,404 +87%
MLA
11
MB, Levis & Associates
Pennsylvania
$10.9M +$480K +18,887 +5%
Wells Fargo
12
Wells Fargo
California
$10.2M +$7.51M +295,598 +287%
ACA
13
Aptus Capital Advisors
Alabama
$9.01M +$8.98M +353,522 New
CIM
14
Confluence Investment Management
Missouri
$8.19M +$8.17M +321,458 New
IW
15
Instrumental Wealth
Florida
$7.56M -$168K -6,630 -2%
Jane Street
16
Jane Street
New York
$5.54M +$133K +5,217 +2%
UBS Group
17
UBS Group
Switzerland
$5.4M +$4.28M +168,338 +388%
GPA
18
Guidance Point Advisors
Massachusetts
$4.57M +$4.56M +179,325 New
JIR
19
James Investment Research
Ohio
$4.49M +$3.96M +155,775 +757%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.98M +$1.23M +48,501 +45%
KF
21
Krilogy Financial
Missouri
$3.92M +$3.91M +153,938 New
4FG
22
4Thought Financial Group
New York
$3.83M +$249K +9,809 +7%
US Bancorp
23
US Bancorp
Minnesota
$3.5M +$3.49M +137,491 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.27M +$3.19M +125,378 +4,326%
EPW
25
Evergreen Private Wealth
Colorado
$2.91M +$2.9M +114,121 New
1
2 3 4

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.