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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF

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: 2751 (+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: 23 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Summitry LLC
California
$28.5M -$8.01M -309,233 -22%
MCM
2
MV Capital Management
Maryland
$21.5M +$17.6M +679,633 +407%
Bank of America
3
Bank of America
North Carolina
$15.5M +$15.8M +608,719 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.6M +$596K +23,021 +4%
MLA
5
MB, Levis & Associates
Pennsylvania
$12.4M +$116K +4,485 +0.9%
UBS Group
6
UBS Group
Switzerland
$5.95M +$5.83M +225,092 +2,536%
PSIWM
7
Paradigm Strategies in Wealth Management
Minnesota
$5.85M +$1.13M +43,645 +23%
CIA
8
Capital Investment Advisors
Georgia
$5.61M +$4.98M +192,141 +679%
GPA
9
Guidance Point Advisors
Massachusetts
$4.75M +$673K +25,996 +16%
KF
10
Krilogy Financial
Missouri
$4.54M +$4.62M +178,341 New
4FG
11
4Thought Financial Group
New York
$4.1M +$4.18M +161,247 New
BEI
12
Benjamin Edwards Inc
Missouri
$3.88M +$3.95M +152,472 New
SSB
13
Sandy Spring Bank
Maryland
$3.6M +$2.94M +113,454 +406%
Lido Advisors
14
Lido Advisors
California
$3.44M +$3.5M +135,239 New
US Bancorp
15
US Bancorp
Minnesota
$3.1M +$3.15M +121,780 New
PA
16
Probity Advisors
Texas
$3.08M +$3.13M +120,838 New
PA
17
Parallel Advisors
California
$3.01M +$2.95M +113,857 +2,520%
KAS
18
Kestra Advisory Services
Texas
$2.53M +$2.09M +80,551 +428%
JWCA
19
J.W. Cole Advisors
Florida
$2.27M +$653K +25,202 +39%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.24M +$2.28M +87,983 New
ST
21
Sabal Trust
Florida
$2.2M +$1.1M +42,524 +97%
SP
22
Stonebrook Private
Michigan
$1.97M +$2M +77,213 New
ACS
23
Archford Capital Strategies
Illinois
$1.92M +$1.96M +75,627 New
CCM
24
Coldstream Capital Management
Washington
$1.61M +$1.63M +63,067 New
Raymond James Financial
25
Raymond James Financial
Florida
$1.58M +$1.61M +62,226 New

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.