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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
ACA
1
Aptus Capital Advisors
Alabama
$70.3M +$33.3M +1,298,422 +86%
CIA
2
Capital Investment Advisors
Georgia
$52.1M +$8.28M +323,456 +18%
FIB
3
First Interstate Bank
Montana
$51.7M +$886K +34,588 +2%
Bank of America
4
Bank of America
North Carolina
$31.2M +$5.01M +195,619 +19%
SL
5
Summitry LLC
California
$23M -$13.7M -535,364 -37%
Morgan Stanley
6
Morgan Stanley
New York
$19M +$3.3M +128,764 +20%
MCM
7
MV Capital Management
Maryland
$18.9M +$4.18M +163,419 +28%
EFP
8
Envision Financial Planning
Tennessee
$15.9M +$464K +18,121 +3%
US Bancorp
9
US Bancorp
Minnesota
$14.7M -$284K -11,093 -2%
AF
10
Arrow Financial
New York
$14.4M +$664K +25,923 +5%
Wells Fargo
11
Wells Fargo
California
$12.5M +$779K +30,425 +6%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$12.2M -$200K -7,815 -2%
MLA
13
MB, Levis & Associates
Pennsylvania
$11.6M +$182K +7,122 +2%
IW
14
Instrumental Wealth
Florida
$8.98M +$731K +28,534 +9%
UBS Group
15
UBS Group
Switzerland
$8.65M +$1.39M +54,436 +19%
SIC
16
Sigma Investment Counselors
Michigan
$8.3M +$8.47M +330,664 New
CIM
17
Confluence Investment Management
Missouri
$7.81M +$65.2K +2,547 +0.8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$6.05M +$5.81M +226,753 +1,588%
GPA
19
Guidance Point Advisors
Massachusetts
$5.78M +$251K +9,788 +4%
KAS
20
Kestra Advisory Services
Texas
$5.61M +$1.19M +46,527 +26%
Raymond James Financial
21
Raymond James Financial
Florida
$4.85M +$4.95M +193,167 New
PA
22
Parallel Advisors
California
$4.84M +$959K +37,455 +24%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.62M -$317K -12,378 -6%
SSB
24
Sandy Spring Bank
Maryland
$4.47M +$176K +6,890 +4%
KF
25
Krilogy Financial
Missouri
$4.43M +$381K +14,880 +9%
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.