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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

84 hedge funds and large institutions have $223M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $204M → $223M (+$18.8M)

2% more funds holding

Funds holding: 82 → 84 (+2)

1.78% more ownership

Funds ownership: 69.89% → 71.67% (+1.8%)

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.9M
2
Bank of America
Bank of America
North Carolina
+$3.8M
3
SIC
Sigma Investment Counselors
Michigan
+$2.49M
4
CIA
Capital Investment Advisors
Georgia
+$1.92M
5
AIA
Arcadia Investment Advisors
Idaho
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
PPWM
PFG Private Wealth Management
Florida
-$1.75M
2
RJA
Raymond James & Associates
Florida
-$1.55M
3
Jane Street
Jane Street
New York
-$1.35M
4
FIM
Freedom Investment Management
Connecticut
-$881K
5
Truist Financial
Truist Financial
North Carolina
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Cetera Advisors
Colorado
$410K -$1.65K -58 -0.4%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$390K -$331K -11,634 -46%
ECM
53
Exchange Capital Management
Michigan
$336K -$711 -25 -0.2%
BEI
54
Benjamin Edwards Inc
Missouri
$327K +$47.9K +1,684 +17%
CAN
55
Cetera Advisor Networks
California
$304K +$49.9K +1,755 +20%
WGCA
56
Wolf Group Capital Advisors
Virginia
$297K +$298K +10,500 New
HCM
57
HMS Capital Management
Tennessee
$279K +$57 +2 +0%
AAM
58
Autus Asset Management
Arizona
$279K +$281K +9,870 New
SI
59
Stephens Inc
Arkansas
$271K – – –
RBC
60
Roble Belko & Company
Pennsylvania
$257K – – –
RW
61
RVW Wealth
California
$245K +$247K +8,676 New
FPAS
62
Focus Partners Advisor Solutions
Missouri
$225K +$226K +7,946 New
AMM
63
American Money Management
California
$223K -$331K -11,661 -60%
SPIA
64
Steward Partners Investment Advisory
New York
$220K – – –
Osaic Holdings
65
Osaic Holdings
Arizona
$211K +$284 +10 +0.1%
1SB
66
1ST Source Bank
Indiana
$205K – – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$183K +$18.9K +666 +11%
FCA
68
FinTrust Capital Advisors
South Carolina
$136K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$126K +$398 +14 +0.3%
WFA
70
Wells Financial Advisors
Massachusetts
$99K – – –
KOCAA
71
Knights of Columbus Asset Advisors
Connecticut
$81K – – –
GWM
72
Geneos Wealth Management
Colorado
$76K – – –
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$73.9K +$426 +15 +0.6%
CFCI
74
Comprehensive Financial Consultants Institutional
Indiana
$52K +$55.3K +1,945 New
APA
75
American Portfolios Advisors
New York
$43.1K – – –
1 2
3
4

IBDT Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2021, worth a combined $223M — up 9.2% from $204M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDT positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.9M. The largest seller was PFG Private Wealth Management, cutting an estimated $1.75M.

  • 84 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2021, up from 82 in Q3 2021.
  • Funds reported $223M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2021, up 9.2% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2021 and 9 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2021 was Wells Fargo, an estimated $6.9M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2021 was PFG Private Wealth Management, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2021.