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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

27 hedge funds and large institutions have $92.4M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more funds holding

Funds holding: 5 → 27 (+22)

104% more capital invested

Capital invested by funds: $45.2M → $92.4M (+$47.2M)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

26.61% less ownership

Funds ownership: 96.51% → 69.9% (-27%)

Holders
27
Holders Change
+22
Holders Change %
+440%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$14.4M
2
MLA
MB, Levis & Associates
Pennsylvania
+$12.6M
3
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
+$4.87M
4
MCM
MV Capital Management
Maryland
+$4.36M
5
GPA
Guidance Point Advisors
Massachusetts
+$4.21M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.32M
2
Jane Street
Jane Street
New York
-$989K
Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1
Summitry LLC
California
$38.2M +$638K +24,402 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.7M +$14.4M +550,426 New
MLA
3
MB, Levis & Associates
Pennsylvania
$12.9M +$12.6M +481,773 New
PSIWM
4
Paradigm Strategies in Wealth Management
Minnesota
$4.97M +$4.87M +186,069 New
MCM
5
MV Capital Management
Maryland
$4.46M +$4.36M +166,861 New
GPA
6
Guidance Point Advisors
Massachusetts
$4.29M +$4.21M +160,762 New
BlackRock
7
BlackRock
New York
$3.61M -$4.32M -165,000 -55%
JWCA
8
J.W. Cole Advisors
Florida
$1.71M +$1.68M +64,093 New
ST
9
Sabal Trust
Florida
$1.17M +$1.15M +43,959 New
Jane Street
10
Jane Street
New York
$771K -$989K -37,791 -57%
CIA
11
Capital Investment Advisors
Georgia
$756K +$741K +28,316 New
SSB
12
Sandy Spring Bank
Maryland
$746K +$731K +27,944 New
SHA
13
Seneca House Advisors
Virginia
$698K +$683K +26,126 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$684K +$328K +12,545 +96%
KAS
15
Kestra Advisory Services
Texas
$502K +$492K +18,804 New
MBT
16
Montecito Bank & Trust
California
$411K +$402K +15,381 New
MSWM
17
McGlone Suttner Wealth Management
Wisconsin
$389K +$381K +14,552 New
HighTower Advisors
18
HighTower Advisors
Illinois
$314K +$308K +11,788 New
PAG
19
Private Advisor Group
New Jersey
$296K +$290K +11,069 New
UBS Group
20
UBS Group
Switzerland
$237K +$232K +8,875 New
GCA
21
Gradient Capital Advisors
California
$204K +$200K +7,635 New
AF
22
Arrow Financial
New York
$189K +$185K +7,082 New
PA
23
Parallel Advisors
California
$121K +$113K +4,321 +2,193%
HWM
24
Hemington Wealth Management
Virginia
$53K +$54.1K +2,068 New
CTWM
25
Cherry Tree Wealth Management
Minnesota
$31.5K +$30.9K +1,180 New
1
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IBDZ Hedge Fund Activity: Q3 2024 in Review

27 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) for Q3 2024, worth a combined $92.4M — up 104% from $45.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IBDZ positions and 0 closed out — a net gain of 22 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $14.4M. The largest seller was BlackRock, cutting an estimated $4.32M.

  • 27 institutional investors held iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) as of Q3 2024, up from 5 in Q2 2024.
  • Funds reported $92.4M of iShares iBonds Dec 2034 Term Corporate ETF stock for Q3 2024, up 104% quarter-over-quarter.
  • 22 funds opened new iShares iBonds Dec 2034 Term Corporate ETF positions in Q3 2024 and 0 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF buyer in Q3 2024 was Royal Bank of Canada, an estimated $14.4M added.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF seller in Q3 2024 was BlackRock, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2024.