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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$17.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.83M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.98M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
-$8.01M |
| 2 |
BlackRock
New York
|
-$2.85M |
| 3 |
Jane Street
New York
|
-$771K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
51
Central Trust Company
Jefferson City,
Missouri
| $24.5K | +$24.9K | +961 | New |
|
|
52
Jane Street
New York
| – | -$771K | -28,854 | Closed |
|
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.