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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

73 hedge funds and large institutions have $151M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

16% more funds holding

Funds holding: 63 → 73 (+10)

10% more capital invested

Capital invested by funds: $137M → $151M (+$14.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.21% less ownership

Funds ownership: 69.3% → 69.09% (-0.21%)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
36
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIC
Sigma Investment Counselors
Michigan
+$8.84M
2
WI
WrapManager Inc
California
+$1.97M
3
Bank of America
Bank of America
North Carolina
+$1.8M
4
CIA
Capital Investment Advisors
Georgia
+$1.45M
5
Truist Financial
Truist Financial
North Carolina
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
-$15.2M
2
UBS Group
UBS Group
Switzerland
-$1.31M
3
WAS
Wealth Advisory Solutions
Indiana
-$1.3M
4
Jane Street
Jane Street
New York
-$660K
5
TCCM
Timber Creek Capital Management
Massachusetts
-$315K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.58M -$1.31M -44,611 -45%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.57M +$48.5K +1,657 +3%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.42M +$576K +19,693 +70%
CA
29
CGN Advisors
Kansas
$1.3M +$1.29M +44,169 New
AC
30
Avestar Capital
New York
$1.3M +$64K +2,189 +5%
Citadel Advisors
31
Citadel Advisors
Florida
$1.02M +$1.01M +34,556 New
PWM
32
Praetorian Wealth Management
California
$998K +$989K +33,796 New
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$906K – – –
TCCM
34
Timber Creek Capital Management
Massachusetts
$856K -$315K -10,780 -27%
LPL Financial
35
LPL Financial
California
$719K +$177K +6,034 +33%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$712K +$251K +8,580 +55%
SFO
37
Stokes Family Office
Louisiana
$709K – – –
ADL
38
Asset Dedication LLC
California
$692K -$790 -27 -0.1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$534K +$111K +3,808 +27%
Mariner
40
Mariner
Kansas
$491K +$21.3K +728 +5%
ABC
41
Associated Banc-Corp
Wisconsin
$478K +$473K +16,169 New
PAG
42
Private Advisor Group
New Jersey
$472K +$54.5K +1,861 +13%
Osaic Holdings
43
Osaic Holdings
Arizona
$419K -$102K -3,484 -20%
ECM
44
Exchange Capital Management
Michigan
$394K +$18.9K +645 +5%
AF
45
Arrow Financial
New York
$379K +$10.1K +345 +3%
CA
46
Cetera Advisors
Colorado
$376K +$73.2K +2,502 +25%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$370K +$51.4K +1,756 +16%
FNB
48
Farmers National Bank
Kentucky
$352K +$349K +11,920 New
MA
49
MCF Advisors
Kentucky
$327K +$80K +2,733 +33%
HCM
50
HMS Capital Management
Tennessee
$309K +$59 +2 +0%
1
2
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IBDT Hedge Fund Activity: Q4 2020 in Review

73 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2020, worth a combined $151M — up 10% from $137M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDT positions and 5 closed out — a net gain of 10 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Sigma Investment Counselors, opening a new position worth an estimated $8.84M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $15.2M sold.

  • 73 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2020, up from 63 in Q3 2020.
  • Funds reported $151M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2020 and 5 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2020 was Sigma Investment Counselors, an estimated $8.84M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2020 was Motley Fool Wealth Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2020.