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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

194% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 53

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

10% more capital invested

Capital invested by funds: $1.34B → $1.48B (+$138M)

9% more funds holding

Funds holding: 263 → 286 (+23)

0.07% more ownership

Funds ownership: 76.8% → 76.87% (+0.07%)

Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.13%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$14.9M
2
Bank of America
Bank of America
North Carolina
+$9.57M
3
MFG
Monumental Financial Group
Maryland
+$9.28M
4
Morgan Stanley
Morgan Stanley
New York
+$9.08M
5
Lido Advisors
Lido Advisors
California
+$7.05M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.58M
2
Jane Street
Jane Street
New York
-$1.57M
3
US Bancorp
US Bancorp
Minnesota
-$1.45M
4
APP
Avantax Planning Partners
Iowa
-$1.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
51
Arcadia Investment Advisors
Idaho
$5.84M -$25K -1,013 -0.4%
SCA
52
Snowden Capital Advisors
New York
$5.58M +$514K +20,849 +10%
SSB
53
Sandy Spring Bank
Maryland
$5.29M -$142K -5,775 -3%
MWM
54
MinichMacGregor Wealth Management
New York
$5.27M +$120K +4,851 +2%
SWMG
55
Signature Wealth Management Group
Georgia
$5.09M +$48.3K +1,961 +1%
PRWA
56
Platte River Wealth Advisors
Colorado
$5.06M -$619K -25,123 -11%
BPA
57
Beacon Pointe Advisors
California
$4.86M +$1M +40,576 +26%
NA
58
NewEdge Advisors
Louisiana
$4.83M -$580K -23,511 -11%
IA
59
IFP Advisors
Florida
$4.75M +$423K +17,150 +10%
PWM
60
Praetorian Wealth Management
California
$4.66M +$197K +7,997 +4%
MSRI
61
Michael S. Ryan Inc
New York
$4.6M -$45K -1,825 -1%
GPA
62
Guidance Point Advisors
Massachusetts
$4.49M +$657K +26,651 +17%
GT
63
Glenview Trust
Kentucky
$4.28M +$1.84M +74,618 +76%
HAC
64
Harbor Advisory Corp
New Hampshire
$4.24M +$1.51M +61,082 +55%
HFRG
65
Houlihan Financial Resource Group
Virginia
$4.04M +$265K +10,740 +7%
MA
66
MCF Advisors
Kentucky
$4.01M +$121K +4,918 +3%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$3.9M +$456K +18,479 +13%
KF
68
Krilogy Financial
Missouri
$3.88M +$30.5K +1,239 +0.8%
EWA
69
EP Wealth Advisors
California
$3.83M -$11.9K -484 -0.3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$3.79M +$500K +20,279 +15%
SA
71
Sanctuary Advisors
Indiana
$3.77M +$3.8M +154,168 New
VVP
72
Venture Visionary Partners
Ohio
$3.75M +$96K +3,893 +3%
MA
73
MONECO Advisors
Connecticut
$3.72M +$57.2K +2,321 +2%
MW
74
Members Wealth
Pennsylvania
$3.62M +$3.53M +143,234 New
4FG
75
4Thought Financial Group
New York
$3.55M +$224K +9,087 +7%
1 2
3
4 5

IBDT Hedge Fund Activity: Q2 2024 in Review

286 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q2 2024, worth a combined $1.48B — up 10% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDT positions and 6 closed out — a net gain of 26 holders — while 156 added to existing stakes and 53 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $14.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.58M sold.

  • 286 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q2 2024, up from 263 in Q1 2024.
  • Funds reported $1.48B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q2 2024 and 6 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q2 2024 was Aptus Capital Advisors, an estimated $14.9M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q2 2024 was Goldman Sachs, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2024.