iShares iBonds Dec 2033 Term Corporate ETF
IBDY
99 hedge funds and large institutions have $506M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 12 reducing their positions, and 9 closing their positions.
442% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 12
293% more capital inflows, than outflows
Capital inflows: $102M | Capital outflows: $26.1M
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
1% more funds holding
Funds holding: 98 → 99 (+1)
8.23% less ownership
Funds ownership: 81.25% → 73.02% (-8.2%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$33.3M |
| 2 |
Sigma Investment Counselors
Northville,
Michigan
|
+$8.47M |
| 3 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$8.28M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.81M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$5.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summitry LLC
Foster City,
California
|
-$13.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.8M |
| 3 |
Jane Street
New York
|
-$2.22M |
| 4 |
Quantum Financial Advisors
El Segundo,
California
|
-$1.56M |
| 5 |
Flow Traders U.S.
New York
|
-$1.49M |
IBDY Hedge Fund Activity: Q4 2024 in Review
99 of the 7,622 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 $506M — up 0.85% from $502M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBDY positions and 9 closed out — a net gain of 5 holders — while 65 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.
- 99 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q4 2024, up from 98 in Q3 2024.
- Funds reported $506M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q4 2024, up 0.85% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q4 2024 and 9 closed out, a net change of +5 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.