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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

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: 84 → 84 (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
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.49M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.52M
3
SIC
Sigma Investment Counselors
Michigan
+$2.38M
4
Wells Fargo
Wells Fargo
California
+$2.06M
5
Bank of America
Bank of America
North Carolina
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.39M
2
Morgan Stanley
Morgan Stanley
New York
-$4.32M
3
KF
Krilogy Financial
Missouri
-$1.56M
4
Citigroup
Citigroup
New York
-$1.33M
5
Jane Street
Jane Street
New York
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
51
Cypress Wealth Services
California
$416K – – –
CA
52
Cetera Advisors
Colorado
$382K – – –
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$360K -$3.07K -113 -0.8%
CWM
54
Cabot Wealth Management
Massachusetts
$354K +$365K +13,431 New
RW
55
RVW Wealth
California
$300K +$73.5K +2,704 +31%
ECM
56
Exchange Capital Management
Michigan
$299K -$13.9K -511 -4%
KAS
57
Kestra Advisory Services
Texas
$299K +$309K +11,369 New
MA
58
MCF Advisors
Kentucky
$292K +$301K +11,073 New
CAN
59
Cetera Advisor Networks
California
$283K – – –
RFN
60
Redwood Financial Network
Ohio
$261K +$270K +9,925 New
AMM
61
American Money Management
California
$255K +$48.9K +1,799 +23%
SI
62
Stephens Inc
Arkansas
$253K – – –
HCM
63
HMS Capital Management
Tennessee
$250K -$10.7K -392 -4%
RBC
64
Roble Belko & Company
Pennsylvania
$240K – – –
BONH
65
Bank of New Hampshire
New Hampshire
$238K +$246K +9,040 New
FPAS
66
Focus Partners Advisor Solutions
Missouri
$212K +$2.64K +97 +1%
SPIA
67
Steward Partners Investment Advisory
New York
$204K – – –
Osaic Holdings
68
Osaic Holdings
Arizona
$199K +$1.25K +46 +0.6%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$167K -$3.07K -113 -2%
FCA
70
FinTrust Capital Advisors
South Carolina
$126K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$118K +$217 +8 +0.2%
WFA
72
Wells Financial Advisors
Massachusetts
$92K – – –
KOCAA
73
Knights of Columbus Asset Advisors
Connecticut
$76K – – –
GWM
74
Geneos Wealth Management
Colorado
$71K – – –
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$70.4K +$1.66K +61 +2%
1 2
3
4

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.