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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.16%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
9
Increased
58
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIB
First Interstate Bank
Montana
+$25.4M
2
ACA
Aptus Capital Advisors
Alabama
+$18.4M
3
SL
Summitry LLC
California
+$13.1M
4
CIA
Capital Investment Advisors
Georgia
+$6.59M
5
US Bancorp
US Bancorp
Minnesota
+$2.84M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.26M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.31M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.3M
4
UCFA
United Capital Financial Advisors
Texas
-$514K
5
LNC
Lincoln National Corp
Pennsylvania
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1
First Interstate Bank
Montana
$50.1M +$25.4M +1,014,020 +104%
GA
2
Gateway Advisory
New Jersey
$41.6M +$2.72M +108,575 +7%
SL
3
Summitry LLC
California
$36M +$13.1M +525,368 +58%
CIA
4
Capital Investment Advisors
Georgia
$35.6M +$6.59M +263,135 +23%
ACA
5
Aptus Capital Advisors
Alabama
$27.4M +$18.4M +734,600 +208%
Bank of America
6
Bank of America
North Carolina
$17.3M +$2.11M +84,178 +14%
EFP
7
Envision Financial Planning
Tennessee
$15.1M +$559K +22,339 +4%
MCM
8
MV Capital Management
Maryland
$13.2M +$1.22M +48,693 +10%
Morgan Stanley
9
Morgan Stanley
New York
$13M +$378K +15,096 +3%
AF
10
Arrow Financial
New York
$12.9M +$1.68M +67,006 +15%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$11.6M +$306K +12,226 +3%
MLA
12
MB, Levis & Associates
Pennsylvania
$11.3M +$553K +22,101 +5%
Wells Fargo
13
Wells Fargo
California
$11.1M +$1.09M +43,515 +11%
CIM
14
Confluence Investment Management
Missouri
$8.04M -$64.9K -2,592 -0.8%
IW
15
Instrumental Wealth
Florida
$7.99M +$288K +11,524 +4%
US Bancorp
16
US Bancorp
Minnesota
$6.32M +$2.84M +113,481 +83%
GPA
17
Guidance Point Advisors
Massachusetts
$5.92M +$1.39M +55,689 +31%
UBS Group
18
UBS Group
Switzerland
$5.83M +$492K +19,646 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.15M +$1.2M +48,099 +31%
JIR
20
James Investment Research
Ohio
$4.39M -$58.6K -2,342 -1%
4FG
21
4Thought Financial Group
New York
$4.01M +$225K +8,982 +6%
KF
22
Krilogy Financial
Missouri
$3.85M -$31.3K -1,252 -0.8%
SSB
23
Sandy Spring Bank
Maryland
$3.67M +$1.29M +51,629 +55%
KAS
24
Kestra Advisory Services
Texas
$3.46M +$791K +31,614 +30%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$3.1M +$336K +13,428 +12%
1
2 3 4

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.