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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$23.1M |
| 2 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$20.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.2M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$8.52M |
| 5 |
Morgan Stanley
New York
|
+$7.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.67M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$3.17M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$2.14M |
| 4 |
MSRI
Michael S. Ryan Inc
Latham,
New York
|
-$2.01M |
| 5 |
Jane Street
New York
|
-$1.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
301
International Assets Investment Management
Orlando,
Florida
| – | -$66.6K | -2,690 | Closed |
|
302
Citigroup
New York
| – | -$30.3K | -1,224 | Closed |
|
|
S
303
SignatureFD
Atlanta,
Georgia
| – | -$24.8K | -1,000 | Closed |
|
|
CBT
304
Central Bank & Trust
Lexington,
Kentucky
| – | -$10.2K | -410 | Closed |
|
|
MHR
305
Matthew Hamilton Rosenberg
| – | -$4.55K | -185 | Closed |
|
306
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|
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.