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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

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: 5 → 6 (+1)

18% more capital invested

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

15% more funds holding

Funds holding: 155 → 178 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$21.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$15.9M
3
Morgan Stanley
Morgan Stanley
New York
+$15.4M
4
Stifel Financial
Stifel Financial
Missouri
+$12.9M
5
GBWM
Granite Bay Wealth Management
New Hampshire
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$27M
2
PPWM
PFG Private Wealth Management
Florida
-$1.28M
3
OMC
Old Mission Capital
Illinois
-$982K
4
IA
IFP Advisors
Florida
-$957K
5
Citadel Advisors
Citadel Advisors
Florida
-$887K
Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
51
Great Diamond Partners
Maine
$3.25M -$12.1K -499 -0.4%
MA
52
MCF Advisors
Kentucky
$3.24M +$1.94M +79,537 +144%
LWM
53
Lyell Wealth Management
California
$3.08M +$239K +9,825 +8%
GPA
54
Guidance Point Advisors
Massachusetts
$2.89M +$248K +10,195 +9%
4FG
55
4Thought Financial Group
New York
$2.83M +$21.2K +873 +0.7%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$2.58M +$188K +7,736 +8%
MA
57
MONECO Advisors
Connecticut
$2.49M +$1.8K +74 +0.1%
SCA
58
Snowden Capital Advisors
New York
$2.3M +$1.05M +43,269 +82%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$2.21M +$385K +15,807 +21%
WI
60
WrapManager Inc
California
$2.15M +$194K +7,970 +10%
HAC
61
Harbor Advisory Corp
New Hampshire
$2.09M +$2.12M +87,096 New
BPA
62
Beacon Pointe Advisors
California
$2.06M +$277K +11,389 +15%
HCM
63
Howland Capital Management
Massachusetts
$1.97M +$1.04M +42,587 +108%
KAS
64
Kestra Advisory Services
Texas
$1.9M +$1.58M +65,131 +466%
ACS
65
Archford Capital Strategies
Illinois
$1.67M +$103K +4,237 +6%
ABC
66
Associated Banc-Corp
Wisconsin
$1.6M -$324K -13,327 -17%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$1.56M -$612K -25,151 -28%
FBB
68
Fulton Breakefield Broenniman
Maryland
$1.53M +$128K +5,275 +9%
UCFA
69
United Capital Financial Advisors
Texas
$1.39M -$69.6K -2,859 -5%
AWM
70
AE Wealth Management
Kansas
$1.38M +$1.4M +57,340 New
JWCA
71
J.W. Cole Advisors
Florida
$1.37M +$1.38M +56,841 New
MSRI
72
Michael S. Ryan Inc
New York
$1.36M +$1.39M +57,286 New
EWS
73
Evergreen Wealth Solutions
Pennsylvania
$1.3M +$132K +5,420 +11%
CTC
74
Central Trust Company
Missouri
$1.27M +$423K +17,381 +49%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.24M -$25.6K -1,052 -2%
1 2
3
4 5

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.