iShares iBonds Dec 2028 Term Corporate ETF
IBDT
36 hedge funds and large institutions have $80.4M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
62% more capital invested
Capital invested by funds: $49.6M → $80.4M (+$30.8M)
16% more funds holding
Funds holding: 31 → 36 (+5)
0.85% less ownership
Funds ownership: 76.2% → 75.35% (-0.85%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$15.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.55M |
| 3 |
Jane Street
New York
|
+$2.82M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.41M |
| 5 |
Bank of New York Mellon
New York
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.98M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$543K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$320K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$265K |
| 5 |
RCAG
Rehmann Capital Advisory Group
Lansing,
Michigan
|
-$23.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $228K | +$226K | +8,208 | New |
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $203K | +$201K | +7,309 | New |
|
|
OAM
28
Oppenheimer Asset Management
New York
| $119K | -$16.4K | -595 | -12% |
|
|
CTC
29
Central Trust Company
Jefferson City,
Missouri
| $111K | +$110K | +3,995 | New |
|
|
FCA
30
FinTrust Capital Advisors
Greenville,
South Carolina
| $68K | – | – | – |
|
|
LTFS
31
Ladenburg Thalmann Financial Services
Miami,
Florida
| $67K | – | – | – |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $61K | +$58.2K | +2,116 | +2,612% |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $54K | +$32K | +1,166 | +149% |
|
|
TF
34
TimeScale Financial
Danvers,
Massachusetts
| $15K | – | – | – |
|
|
ASN
35
Advisory Services Network
Atlanta,
Georgia
| $12K | – | – | – |
|
36
BlackRock
New York
| $1K | – | – | – |
|
|
RCAG
37
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$23.2K | -855 | Closed |
|
|
IWA
38
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$4K | -160 | Closed |
|
IBDT Hedge Fund Activity: Q3 2019 in Review
36 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2019, worth a combined $80.4M — up 62% from $49.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBDT positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 6 trimmed.
The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $15.2M. The largest seller was Morgan Stanley, cutting an estimated $1.98M.
- 36 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2019, up from 31 in Q2 2019.
- Funds reported $80.4M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2019, up 62% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2019 and 2 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2019 was Motley Fool Wealth Management, an estimated $15.2M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2019 was Morgan Stanley, an estimated $1.98M sold.
Based on aggregated 13F filings for Q3 2019.