iShares iBonds Dec 2028 Term Corporate ETF
IBDT
63 hedge funds and large institutions have $137M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 4 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 12
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $123M → $137M (+$14.1M)
5% more funds holding
Funds holding: 60 → 63 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11.84% less ownership
Funds ownership: 81.14% → 69.3% (-12%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $297K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.67M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.55M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.42M |
| 4 |
Jane Street
New York
|
+$1.49M |
| 5 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$1.07M |
| 2 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$696K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$650K |
| 4 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$587K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$582K |
IBDT Hedge Fund Activity: Q3 2020 in Review
63 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2020, worth a combined $137M — up 11% from $123M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IBDT positions and 4 closed out — a net gain of 3 holders — while 38 added to existing stakes and 12 trimmed.
The largest buyer was Capital Investment Advisors, adding an estimated $2.67M. The largest seller was Wolverine Trading, exiting entirely with an estimated $1.07M sold.
- 63 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2020, up from 60 in Q2 2020.
- Funds reported $137M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2020, up 11% quarter-over-quarter.
- 7 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2020 and 4 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2020 was Capital Investment Advisors, an estimated $2.67M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2020 was Wolverine Trading, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2020.