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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 31

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

11% more funds holding

Funds holding: 236 → 263 (+27)

8% more capital invested

Capital invested by funds: $1.23B → $1.34B (+$104M)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

8.54% less ownership

Funds ownership: 85.34% → 76.8% (-8.5%)

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWA
Gratus Wealth Advisors
Virginia
+$24.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$17.3M
3
Bank of America
Bank of America
North Carolina
+$15M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$10.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$47M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$9.71M
3
ACA
Aptus Capital Advisors
Alabama
-$9.25M
4
ACM
Advisors Capital Management
New Jersey
-$9.22M
5
NA
NewEdge Advisors
Louisiana
-$8.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
251
JP Morgan Chase
New York
$29.5K +$29.5K +1,185 New
PA
252
PSI Advisors
Florida
$24.9K – – –
CT
253
Colonial Trust
South Carolina
$19.9K +$19.9K +800 New
CIBC Private Wealth Group
254
CIBC Private Wealth Group
Georgia
$18.6K +$18.7K +753 New
AF
255
Advisornet Financial
Minnesota
$18.1K +$149 +6 +0.8%
GBT
256
Grove Bank & Trust
Florida
$16.2K – – –
BCWM
257
Bartlett & Co Wealth Management
Ohio
$14.9K – – –
HPC
258
HM Payson & Co
Maine
$9.96K +$9.96K +400 New
Jones Financial Companies
259
Jones Financial Companies
Missouri
$9.79K +$9.78K +393 New
MHR
260
Matthew Hamilton Rosenberg
$4.57K – – –
MFT
261
Moisand Fitzgerald Tamayo
Florida
$2.62K – – –
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$2.19K +$2.19K +88 New
CWC
263
Carolinas Wealth Consulting
North Carolina
$847 +$846 +34 New
Fidelity Investments
264
Fidelity Investments
Massachusetts
$25 +$25 +1 New
AWA
265
Alaska Wealth Advisors
Alaska
$4 – – –
GBWM
266
Granite Bay Wealth Management
New Hampshire
– -$9.71M -400,000 Closed
SWA
267
Stratos Wealth Advisors
Ohio
– -$5.16M -205,581 Closed
NL
268
NWAM LLC
Washington
– -$758K -30,211 Closed
AWM
269
AE Wealth Management
Kansas
– -$648K -25,954 Closed
DWA
270
Delap Wealth Advisory
Oregon
– -$399K -15,892 Closed
SC
271
Saiph Capital
New Jersey
– -$351K -13,978 Closed
SIM
272
Stratos Investment Management
Ohio
– -$313K -12,480 Closed
AMM
273
American Money Management
California
– -$207K -8,262 Closed
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
– -$206K -8,203 Closed
LA
275
LM Advisors
California
– -$51.1K -2,035 Closed
8 9 10
11
12

IBDT Hedge Fund Activity: Q1 2024 in Review

263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2024, worth a combined $1.34B — up 8.5% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IBDT positions and 15 closed out — a net gain of 28 holders — while 153 added to existing stakes and 31 trimmed.

The largest buyer was Gratus Wealth Advisors, adding an estimated $24.6M. The largest seller was Morgan Stanley, cutting an estimated $47M.

  • 263 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2024, up from 236 in Q4 2023.
  • Funds reported $1.34B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 43 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2024 and 15 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2024 was Gratus Wealth Advisors, an estimated $24.6M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2024.