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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

327 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 35

382% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 11

12% more funds holding

Funds holding: 291 → 327 (+36)

8% more capital invested

Capital invested by funds: $1.7B → $1.84B (+$138M)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

1.07% less ownership

Funds ownership: 75.46% → 74.39% (-1.1%)

Holders
327
Holders Change
+36
Holders Change %
+12.37%
% of All Funds
4.31%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
53
Increased
196
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
+$30.3M
2
Bank of America
Bank of America
North Carolina
+$15.3M
3
AWM
Apollon Wealth Management
South Carolina
+$14.6M
4
Morgan Stanley
Morgan Stanley
New York
+$12.2M
5
Truist Financial
Truist Financial
North Carolina
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$31.5M
2
ACM
Advisors Capital Management
New Jersey
-$8.76M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.11M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.81M
5
WWM
WJ Wealth Management
Arizona
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
251
Principal Securities
Iowa
$290K +$21.7K +864 +8%
FDCP
252
Foster Dykema Cabot & Partners
Massachusetts
$289K +$261K +10,400 +867%
MOS
253
MGO One Seven
Ohio
$276K +$8.44K +336 +3%
DWM
254
Dakota Wealth Management
Florida
$274K +$276K +11,000 New
CAM
255
Creekmur Asset Management
Illinois
$268K +$200K +7,964 +285%
BC
256
Barrett & Company
Rhode Island
$255K +$124K +4,935 +93%
HFA
257
Highland Financial Advisors
New Jersey
$253K – – –
MF
258
Montis Financial
Massachusetts
$253K +$255K +10,155 New
ATPW
259
Ashton Thomas Private Wealth
Arizona
$243K +$245K +9,741 New
PIMG
260
Patriot Investment Management Group
Tennessee
$242K +$244K +9,723 New
AAS
261
Avantax Advisory Services
Texas
$242K +$31.4K +1,252 +15%
SC
262
Scotia Capital
Ontario, Canada
$239K – – –
WJA
263
Willis Johnson & Associates
Texas
$238K – – –
SG
264
StoneX Group
New York
$225K +$2.34K +93 +1%
PCIA
265
Prime Capital Investment Advisors
Kansas
$223K +$225K +8,958 New
AM
266
Atwater Malick
Pennsylvania
$216K – – –
MA
267
MKT Advisors
California
$214K -$34.8K -1,385 -14%
AA
268
Addison Advisors
Vermont
$212K – – –
RW
269
REDW Wealth
New Mexico
$211K -$56.6K -2,253 -21%
ADL
270
Asset Dedication LLC
California
$211K -$1.27M -50,604 -86%
NEPWA
271
New England Private Wealth Advisors
Massachusetts
$210K +$212K +8,448 New
CSIA
272
Conrad Siegel Investment Advisors
Pennsylvania
$208K +$210K +8,368 New
CHA
273
Cooper/Haims Advisors
New York
$205K – – –
LWCFA
274
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K +$201K +8,000 New
BL
275
Balentine LLC
Georgia
$200K +$202K +8,051 New
9 10
11
12 13

IBDT Hedge Fund Activity: Q4 2024 in Review

327 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2024, worth a combined $1.84B — up 8.1% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDT positions and 11 closed out — a net gain of 42 holders — while 196 added to existing stakes and 35 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $30.3M. The largest seller was Aptus Capital Advisors, cutting an estimated $31.5M.

  • 327 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2024, up from 291 in Q3 2024.
  • Funds reported $1.84B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2024 and 11 closed out, a net change of +42 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2024 was Summitry LLC, an estimated $30.3M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2024 was Aptus Capital Advisors, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2024.