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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
FIB
1
First Interstate Bank
Montana
$53.4M +$880K +33,976 +2%
CIA
2
Capital Investment Advisors
Georgia
$46.2M +$8.76M +338,206 +24%
GA
3
Gateway Advisory
New Jersey
$45M +$1.36M +52,460 +3%
ACA
4
Aptus Capital Advisors
Alabama
$39.6M +$10.7M +413,658 +38%
SL
5
Summitry LLC
California
$38.3M +$621K +23,953 +2%
Bank of America
6
Bank of America
North Carolina
$27.6M +$9.38M +361,824 +53%
Morgan Stanley
7
Morgan Stanley
New York
$16.6M +$2.93M +113,099 +22%
EFP
8
Envision Financial Planning
Tennessee
$16.3M +$483K +18,659 +3%
US Bancorp
9
US Bancorp
Minnesota
$15.8M +$9.01M +347,593 +138%
MCM
10
MV Capital Management
Maryland
$15.5M +$1.64M +63,303 +12%
AF
11
Arrow Financial
New York
$14.4M +$852K +32,876 +6%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$13M +$842K +32,483 +7%
Wells Fargo
13
Wells Fargo
California
$12.4M +$686K +26,480 +6%
MLA
14
MB, Levis & Associates
Pennsylvania
$12M +$186K +7,174 +2%
IW
15
Instrumental Wealth
Florida
$8.44M +$275K +10,617 +3%
CIM
16
Confluence Investment Management
Missouri
$8.15M -$265K -10,243 -3%
UBS Group
17
UBS Group
Switzerland
$7.66M +$1.52M +58,669 +25%
GPA
18
Guidance Point Advisors
Massachusetts
$5.82M -$374K -14,424 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.18M -$202K -7,796 -4%
KAS
20
Kestra Advisory Services
Texas
$4.68M +$1.03M +39,761 +29%
SSB
21
Sandy Spring Bank
Maryland
$4.52M +$666K +25,700 +18%
JIR
22
James Investment Research
Ohio
$4.31M -$283K -10,907 -6%
KF
23
Krilogy Financial
Missouri
$4.27M +$233K +9,002 +6%
4FG
24
4Thought Financial Group
New York
$4.26M +$50.9K +1,966 +1%
PA
25
Parallel Advisors
California
$4.1M +$1.55M +59,754 +62%
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.