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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

51 hedge funds and large institutions have $172M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 1

1,050% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 2

89% more funds holding

Funds holding: 27 → 51 (+24)

86% more capital invested

Capital invested by funds: $92.4M → $172M (+$79.2M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8.99% more ownership

Funds ownership: 69.9% → 78.89% (+9%)

Holders
51
Holders Change
+24
Holders Change %
+88.89%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
23
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
MV Capital Management
Maryland
+$17.6M
2
Bank of America
Bank of America
North Carolina
+$15.8M
3
UBS Group
UBS Group
Switzerland
+$5.83M
4
CIA
Capital Investment Advisors
Georgia
+$4.98M
5
KF
Krilogy Financial
Missouri
+$4.62M

Top Sellers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
-$8.01M
2
BlackRock
BlackRock
New York
-$2.85M
3
Jane Street
Jane Street
New York
-$771K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Arrow Financial
New York
$1.46M +$1.3M +50,339 +711%
MIH
27
Meitav Investment House
Israel
$1.33M +$1.36M +52,432 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.26M +$624K +24,079 +94%
HighTower Advisors
29
HighTower Advisors
Illinois
$976K +$688K +26,565 +225%
Citadel Advisors
30
Citadel Advisors
Florida
$865K +$881K +33,999 New
SHA
31
Seneca House Advisors
Virginia
$865K +$203K +7,854 +30%
BlackRock
32
BlackRock
New York
$637K -$2.85M -109,951 -81%
OMC
33
Old Mission Capital
Illinois
$457K +$465K +17,948 New
MBT
34
Montecito Bank & Trust
California
$417K +$26.3K +1,016 +7%
MSWM
35
McGlone Suttner Wealth Management
Wisconsin
$416K +$46K +1,776 +12%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$393K +$400K +15,445 New
SFO
37
Stokes Family Office
Louisiana
$382K +$389K +15,000 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$381K +$388K +14,967 New
SWM
39
Segment Wealth Management
Texas
$335K +$341K +13,175 New
PAG
40
Private Advisor Group
New Jersey
$282K – – –
GCA
41
Gradient Capital Advisors
California
$253K +$59.3K +2,288 +30%
MA
42
Mutual Advisors
Nebraska
$248K +$254K +9,816 New
LPL Financial
43
LPL Financial
California
$238K +$242K +9,339 New
AAS
44
Avantax Advisory Services
Texas
$211K +$214K +8,275 New
Osaic Holdings
45
Osaic Holdings
Arizona
$174K +$148K +5,733 +521%
KHC
46
Koesten Hirschmann & Crabtree
Kansas
$84K +$75.1K +2,900 +725%
CFO
47
CVA Family Office
Colorado
$65.3K +$66.4K +2,564 New
HWM
48
Hemington Wealth Management
Virginia
$54K +$2.07K +80 +4%
IA
49
IFP Advisors
Florida
$45.5K +$46.3K +1,786 New
CTWM
50
Cherry Tree Wealth Management
Minnesota
$43K +$13.2K +510 +43%
1
2
3

IBDZ Hedge Fund Activity: Q4 2024 in Review

51 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) for Q4 2024, worth a combined $172M — up 86% from $92.4M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDZ positions and 1 closed out — a net gain of 24 holders — while 23 added to existing stakes and 2 trimmed.

The largest buyer was MV Capital Management, adding an estimated $17.6M. The largest seller was Summitry LLC, cutting an estimated $8.01M.

  • 51 institutional investors held iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) as of Q4 2024, up from 27 in Q3 2024.
  • Funds reported $172M of iShares iBonds Dec 2034 Term Corporate ETF stock for Q4 2024, up 86% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2034 Term Corporate ETF positions in Q4 2024 and 1 closed out, a net change of +24 holders.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF buyer in Q4 2024 was MV Capital Management, an estimated $17.6M added.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF seller in Q4 2024 was Summitry LLC, an estimated $8.01M sold.

Based on aggregated 13F filings for Q4 2024.