iShares iBonds Dec 2028 Term Corporate ETF
IBDT
31 hedge funds and large institutions have $49.6M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
22% more capital invested
Capital invested by funds: $40.8M → $49.6M (+$8.79M)
19% more funds holding
Funds holding: 26 → 31 (+5)
6.2% less ownership
Funds ownership: 82.4% → 76.2% (-6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.51M |
| 2 |
Morgan Stanley
New York
|
+$2.19M |
| 3 |
SWMG
Signature Wealth Management Group
Atlanta,
Georgia
|
+$1.83M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.22M |
| 5 |
Jane Street
New York
|
+$694K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.24M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$512K |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$96.1K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$52.7K |
| 5 |
OAM
Oppenheimer Asset Management
New York
|
-$25.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $21K | -$10.5K | -400 | -34% |
|
|
TF
27
TimeScale Financial
Danvers,
Massachusetts
| $14K | +$13.9K | +528 | New |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| $12K | +$2.5K | +95 | +27% |
|
|
IWA
29
IBEX Wealth Advisors
Bedminster,
New Jersey
| $4K | +$4.21K | +160 | New |
|
|
AG
30
Advisor Group
Phoenix,
Arizona
| $2K | -$52.7K | -2,000 | -96% |
|
31
BlackRock
New York
| $1K | – | – | – |
|
|
CA
32
Cetera Advisors
Denver,
Colorado
| – | -$9K | -345 | Closed |
|
IBDT Hedge Fund Activity: Q2 2019 in Review
31 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q2 2019, worth a combined $49.6M — up 22% from $40.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBDT positions and 1 closed out — a net gain of 5 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was Stifel Financial, cutting an estimated $3.24M.
- 31 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q2 2019, up from 26 in Q1 2019.
- Funds reported $49.6M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q2 2019, up 22% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q2 2019 and 1 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q2 2019 was Bank of America, an estimated $2.51M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $3.24M sold.
Based on aggregated 13F filings for Q2 2019.