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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

194% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 53

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

10% more capital invested

Capital invested by funds: $1.34B → $1.48B (+$138M)

9% more funds holding

Funds holding: 263 → 286 (+23)

0.07% more ownership

Funds ownership: 76.8% → 76.87% (+0.07%)

Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.13%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$14.9M
2
Bank of America
Bank of America
North Carolina
+$9.57M
3
MFG
Monumental Financial Group
Maryland
+$9.28M
4
Morgan Stanley
Morgan Stanley
New York
+$9.08M
5
Lido Advisors
Lido Advisors
California
+$7.05M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.58M
2
Jane Street
Jane Street
New York
-$1.57M
3
US Bancorp
US Bancorp
Minnesota
-$1.45M
4
APP
Avantax Planning Partners
Iowa
-$1.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
226
Integrated Advisors Network
Texas
$251K +$1.08K +44 +0.4%
MML Investors Services
227
MML Investors Services
Massachusetts
$247K -$32.1K -1,303 -12%
ECM
228
Exchange Capital Management
Michigan
$245K – – –
SC
229
Scotia Capital
Ontario, Canada
$238K – – –
WJA
230
Willis Johnson & Associates
Texas
$237K – – –
RFC
231
Regions Financial Corp
Alabama
$219K +$218K +8,831 New
AM
232
Atwater Malick
Pennsylvania
$215K – – –
AA
233
Addison Advisors
Vermont
$211K +$50.6K +2,052 +32%
CHA
234
Cooper/Haims Advisors
New York
$204K – – –
ISB
235
Iowa State Bank
Iowa
$201K -$19.2K -780 -9%
PFM
236
Phillips Financial Management
Indiana
$186K +$49.7K +2,014 +37%
PWA
237
Provenance Wealth Advisors
Florida
$146K +$25.2K +1,022 +21%
WFA
238
Wells Financial Advisors
Massachusetts
$138K – – –
OHWP
239
Oak Harbor Wealth Partners
North Carolina
$135K – – –
BWL
240
Bogart Wealth LLC
Virginia
$133K +$74 +3 +0.1%
BC
241
Barrett & Company
Rhode Island
$131K +$690 +28 +0.5%
KHC
242
Koesten Hirschmann & Crabtree
Kansas
$124K – – –
MIFH
243
Migdal Insurance & Financial Holdings
Israel
$115K – – –
CFO
244
CVA Family Office
Colorado
$114K +$114K +4,605 New
ATPW
245
Ashton Thomas Private Wealth
Arizona
$104K +$104K +4,212 New
Jones Financial Companies
246
Jones Financial Companies
Missouri
$77.6K +$67.6K +2,741 +697%
FHA
247
First Horizon Advisors
Tennessee
$71.5K +$1.13K +46 +2%
KOCAA
248
Knights of Columbus Asset Advisors
Connecticut
$71.3K – – –
CAM
249
Creekmur Asset Management
Illinois
$69.1K +$68.8K +2,790 New
S
250
Sachetta
Massachusetts
$67.6K – – –
8 9
10
11 12

IBDT Hedge Fund Activity: Q2 2024 in Review

286 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q2 2024, worth a combined $1.48B — up 10% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDT positions and 6 closed out — a net gain of 26 holders — while 156 added to existing stakes and 53 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $14.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.58M sold.

  • 286 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q2 2024, up from 263 in Q1 2024.
  • Funds reported $1.48B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q2 2024 and 6 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q2 2024 was Aptus Capital Advisors, an estimated $14.9M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q2 2024 was Goldman Sachs, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2024.