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iShares iBonds Dec 2028 Term Corporate ETF

178 hedge funds and large institutions have $861M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

304% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 23

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

18% more capital invested

Capital invested by funds: $729M → $861M (+$132M)

15% more funds holding

Funds holding: 155178 (+23)

0.27% more ownership

Funds ownership: 82.31%82.59% (+0.27%)

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
93
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
MV Capital Management
Maryland
$10.3M +$4.58M +188,286 +78%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$9.99M +$1.75M +71,890 +21%
PSIWM
28
Paradigm Strategies in Wealth Management
Minnesota
$9.07M +$944K +38,814 +11%
VVP
29
Venture Visionary Partners
Ohio
$8.87M +$313K +12,874 +4%
Truist Financial
30
Truist Financial
North Carolina
$8.12M +$525K +21,560 +7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$7.76M +$1.56M +64,241 +25%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$6.39M +$77.3K +3,178 +1%
PPWM
33
PFG Private Wealth Management
Florida
$6.38M -$1.28M -52,419 -16%
KTM
34
Keeler Thomas Management
Utah
$6.22M +$397K +16,309 +7%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$6.11M +$529K +21,724 +9%
PRWA
36
Platte River Wealth Advisors
Colorado
$5.83M +$16.2K +665 +0.3%
AIA
37
Arcadia Investment Advisors
Idaho
$5.51M +$21.1K +867 +0.4%
PWS
38
Peloton Wealth Strategists
Indiana
$5.44M +$523K +21,500 +10%
SSB
39
Sandy Spring Bank
Maryland
$5.11M +$75.3K +3,094 +1%
CFS
40
Commonwealth Financial Services
West Virginia
$4.87M +$4.93M +202,822 New
NA
41
NewEdge Advisors
Louisiana
$4.28M +$3.69M +151,762 +572%
MGIA
42
Matthew Goff Investment Advisor
Texas
$4.28M -$62.7K -2,575 -1%
PWM
43
Praetorian Wealth Management
California
$4.14M +$520K +21,392 +14%
SWA
44
Stratos Wealth Advisors
Ohio
$3.95M +$2.09M +85,926 +109%
RJA
45
Raymond James & Associates
Florida
$3.87M +$1.45M +59,409 +59%
CA
46
CGN Advisors
Kansas
$3.86M +$133K +5,448 +4%
KF
47
Krilogy Financial
Missouri
$3.5M +$40.7K +1,674 +1%
IWC
48
Integrated Wealth Concepts
Massachusetts
$3.43M -$9.37K -385 -0.3%
HA
49
Hamel Associates
New Jersey
$3.37M +$408K +16,760 +14%
EWA
50
EP Wealth Advisors
California
$3.28M +$1.47M +60,245 +79%

IBDT Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2023, worth a combined $861M — up 18% from $729M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDT positions and 5 closed out — a net gain of 26 holders — while 93 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $21.9M. The largest seller was Aptus Capital Advisors, cutting an estimated $27M.

  • 178 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2023, up from 155 in Q2 2023.
  • Funds reported $861M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2023, up 18% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2023 and 5 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2023 was Bank of America, an estimated $21.9M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2023.