IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

327 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+36
Holders Change %
+12.37%
% of All Funds
4.35%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
53
Increased
196
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Summitry LLC
California
$30.1M
2
Bank of America
2
Bank of America
North Carolina
$191M
3
AWM
3
Apollon Wealth Management
South Carolina
$14.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$88.4M
5
Truist Financial
5
Truist Financial
North Carolina
$21.4M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$51.7M
2
ACM
2
Advisors Capital Management
New Jersey
$7.33M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.74M
5
WWM
5
WJ Wealth Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$21.4M +$10.5M +421,493 +96%
BWFA
27
Baltimore-Washington Financial Advisors
Maryland
$21.2M +$761K +30,549 +4%
Stifel Financial
28
Stifel Financial
Missouri
$17.7M +$651K +26,160 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$16.8M +$1.47M +59,015 +10%
Corient Private Wealth
30
Corient Private Wealth
Florida
$16M -$1.26M -50,693 -7%
US Bancorp
31
US Bancorp
Minnesota
$14.8M +$1.77M +71,179 +14%
AWM
32
Apollon Wealth Management
South Carolina
$14.5M +$14.5M +582,958 New
MCM
33
MV Capital Management
Maryland
$14.3M +$1.2M +48,362 +9%
AF
34
Arrow Financial
New York
$14M +$533K +21,416 +4%
SCA
35
Snowden Capital Advisors
New York
$11.6M +$284K +11,418 +3%
WCM
36
Windsor Capital Management
Arizona
$11.4M +$68.3K +2,742 +0.6%
KAS
37
Kestra Advisory Services
Texas
$11.1M +$1.22M +49,038 +12%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$9.87M +$2.41M +96,834 +32%
BEI
39
Benjamin Edwards Inc
Missouri
$9.7M +$385K +15,472 +4%
GT
40
Glenview Trust
Kentucky
$9.34M +$4.23M +169,817 +83%
CFS
41
Commonwealth Financial Services
West Virginia
$9.21M +$140K +5,620 +2%
PA
42
Probity Advisors
Texas
$8.74M +$1.73M +69,492 +25%
LWM
43
Lyell Wealth Management
California
$8.24M +$571K +22,914 +7%
CTC
44
Central Trust Company
Missouri
$8.03M +$950K +38,145 +13%
PWS
45
Peloton Wealth Strategists
Indiana
$7.95M +$677K +27,199 +9%
HA
46
Hamel Associates
New Jersey
$7.64M +$662K +26,600 +9%
ST
47
Spinnaker Trust
Maine
$7.44M +$3.2M +128,421 +75%
SA
48
Sanctuary Advisors
Indiana
$7.39M +$540K +21,524 +8%
ACM
49
Advisors Capital Management
New Jersey
$7.33M -$8.68M -348,695 -54%
PPWM
50
PFG Private Wealth Management
Florida
$7.27M +$283K +11,380 +4%
1
2
3 4 5