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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

291 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 174 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 42

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $1.48B → $1.7B (+$221M)

2% more funds holding

Funds holding: 286 → 291 (+5)

1.41% less ownership

Funds ownership: 76.87% → 75.46% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.18%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
24
Increased
174
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$23.1M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$20.7M
3
UBS Group
UBS Group
Switzerland
+$11.2M
4
BEI
Benjamin Edwards Inc
Missouri
+$8.52M
5
Morgan Stanley
Morgan Stanley
New York
+$7.27M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.67M
2
KCM
Kathmere Capital Management
Pennsylvania
-$3.17M
3
APP
Avantax Planning Partners
Iowa
-$2.14M
4
MSRI
Michael S. Ryan Inc
New York
-$2.01M
5
Jane Street
Jane Street
New York
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
226
MGO One Seven
Ohio
$274K +$3.81K +151 +1%
ACA
227
Anchor Capital Advisors
Massachusetts
$269K – – –
TWA
228
Talisman Wealth Advisors
New Jersey
$263K -$2.42K -96 -0.9%
CA
229
Clearstead Advisors
Ohio
$263K – – –
HI
230
Harbour Investments
Wisconsin
$260K +$196K +7,766 +322%
HFA
231
Highland Financial Advisors
New Jersey
$259K – – –
MA
232
MKT Advisors
California
$253K -$24.9K -988 -9%
ECM
233
Exchange Capital Management
Michigan
$252K -$378 -15 -0.2%
CIAS
234
CFS Investment Advisory Services
New Jersey
$250K -$22K -873 -8%
HBT
235
Heartland Bank & Trust
Illinois
$246K +$243K +9,631 New
SC
236
Scotia Capital
Ontario, Canada
$245K – – –
WJA
237
Willis Johnson & Associates
Texas
$244K – – –
SG
238
StoneX Group
New York
$228K +$226K +8,946 New
GWCM
239
Godshalk Welsh Capital Management
Pennsylvania
$222K +$219K +8,700 New
AM
240
Atwater Malick
Pennsylvania
$221K – – –
AA
241
Addison Advisors
Vermont
$217K – – –
AAS
242
Avantax Advisory Services
Texas
$216K +$213K +8,448 New
CHA
243
Cooper/Haims Advisors
New York
$210K – – –
FIB
244
First Interstate Bank
Montana
$202K +$199K +7,909 New
PFM
245
Phillips Financial Management
Indiana
$192K – – –
BWL
246
Bogart Wealth LLC
Virginia
$157K +$19.9K +789 +15%
OHWP
247
Oak Harbor Wealth Partners
North Carolina
$139K – – –
BC
248
Barrett & Company
Rhode Island
$136K +$630 +25 +0.5%
MIFH
249
Migdal Insurance & Financial Holdings
Israel
$131K +$12.6K +500 +11%
KHC
250
Koesten Hirschmann & Crabtree
Kansas
$127K – – –
8 9
10
11 12

IBDT Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2024, worth a combined $1.7B — up 15% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBDT positions and 15 closed out — a net gain of 9 holders — while 174 added to existing stakes and 42 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $23.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.67M sold.

  • 291 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2024, up from 286 in Q2 2024.
  • Funds reported $1.7B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2024 and 15 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $23.1M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2024 was Susquehanna International Group, an estimated $6.67M sold.

Based on aggregated 13F filings for Q3 2024.