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iShares iBonds Dec 2028 Term Corporate ETF

84 hedge funds and large institutions have $215M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

0% more funds holding

Funds holding: 8484 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.39% less ownership

Funds ownership: 71.67%71.28% (-0.39%)

4% less capital invested

Capital invested by funds: $223M → $215M (-$8.43M)

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
42
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$2.16M +$57K +2,097 +3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.14M +$330K +12,146 +18%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.92M -$348K -12,796 -15%
KNW
29
Kesler Norman & Wride
Utah
$1.89M +$9.6K +353 +0.5%
GPA
30
Guidance Point Advisors
Massachusetts
$1.87M +$1.32M +48,387 New
UCFA
31
United Capital Financial Advisors
Texas
$1.86M -$352K -12,940 -15%
AC
32
Avestar Capital
New York
$1.84M +$273K +10,046 +17%
WI
33
WrapManager Inc
California
$1.8M +$3.42K +126 +0.2%
ABC
34
Associated Banc-Corp
Wisconsin
$1.4M +$246K +9,063 +21%
CA
35
CGN Advisors
Kansas
$1.33M -$169K -6,206 -11%
AF
36
Arrow Financial
New York
$1.15M +$729K +26,817 +158%
CPIA
37
Cornell Pochily Investment Advisors
New York
$1.15M +$1.18M +43,544 New
ISB
38
Iowa State Bank
Iowa
$1.12M +$214K +7,860 +23%
BCPWM
39
Bradley & Co Private Wealth Management
Florida
$1.05M -$482K -17,731 -31%
CTC
40
Central Trust Company
Missouri
$923K
ACS
41
Archford Capital Strategies
Illinois
$890K +$289K +10,649 +45%
Truist Financial
42
Truist Financial
North Carolina
$880K -$166K -6,115 -15%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$841K -$9.39M -345,257 -92%
FNB
44
Farmers National Bank
Kentucky
$779K +$104K +3,812 +15%
LF
45
Lee Financial
Texas
$761K
LHC
46
Little House Capital
Massachusetts
$591K -$98.4K -3,618 -14%
ADL
47
Asset Dedication LLC
California
$591K -$4.13K -152 -0.7%
BEI
48
Benjamin Edwards Inc
Missouri
$561K +$265K +9,742 +84%
Mariner
49
Mariner
Kansas
$517K +$136K +5,004 +34%
SWM
50
Segment Wealth Management
Texas
$421K +$8.15K +300 +2%

IBDT Hedge Fund Activity: Q1 2022 in Review

84 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2022, worth a combined $215M — down 3.8% from $223M a quarter earlier.

Fund positioning in IBDT was balanced in Q1 2022: 10 funds opened new positions, 10 closed out, 42 added to existing stakes and 15 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.49M. The largest seller was Commonwealth Equity Services, cutting an estimated $9.39M.

  • 84 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $215M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2022 and 10 closed out, a net change of 0 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $5.49M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2022 was Commonwealth Equity Services, an estimated $9.39M sold.

Based on aggregated 13F filings for Q1 2022.