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.

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 %
MA
51
MCF Advisors
Kentucky
$6.79M +$137K +5,491 +2%
MFIM
52
Mesirow Financial Investment Management
Illinois
$6.5M +$6.5M +261,018 New
BPA
53
Beacon Pointe Advisors
California
$6.31M +$852K +34,201 +16%
AIA
54
Arcadia Investment Advisors
Idaho
$6.21M +$136K +5,452 +2%
KTM
55
Keeler Thomas Management
Utah
$6.13M -$425K -17,056 -6%
NA
56
NewEdge Advisors
Louisiana
$5.91M +$1.03M +41,554 +21%
PA
57
Parallel Advisors
California
$5.88M +$1.14M +45,795 +24%
SSB
58
Sandy Spring Bank
Maryland
$5.64M +$90.8K +3,648 +2%
I
59
InvesTrust
Oklahoma
$5.62M +$5.62M +225,529 New
MWM
60
MinichMacGregor Wealth Management
New York
$5.48M +$154K +6,167 +3%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$5.47M +$1.12M +45,022 +26%
SWMG
62
Signature Wealth Management Group
Georgia
$5.24M +$38.2K +1,535 +0.7%
CTWM
63
Cherry Tree Wealth Management
Minnesota
$5.23M +$800K +32,115 +18%
HFRG
64
Houlihan Financial Resource Group
Virginia
$5.16M +$362K +14,552 +8%
FNT
65
First National Trust
Pennsylvania
$5.06M +$2.99M +120,266 +145%
PWM
66
Praetorian Wealth Management
California
$5.02M +$251K +10,100 +5%
IA
67
IFP Advisors
Florida
$4.96M +$89.7K +3,601 +2%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$4.9M +$446K +17,927 +10%
Creative Planning
69
Creative Planning
Kansas
$4.85M +$2.64M +106,014 +119%
AI
70
Atria Investments
North Carolina
$4.77M +$2.21M +88,724 +86%
WC
71
Wolfstich Capital
Massachusetts
$4.65M +$4.65M +186,617 New
CWM
72
Centricity Wealth Management
Ohio
$4.52M +$4.52M +181,582 New
MA
73
MONECO Advisors
Connecticut
$4.46M +$234K +9,405 +6%
GPA
74
Guidance Point Advisors
Massachusetts
$4.4M +$81.8K +3,285 +2%
EWA
75
EP Wealth Advisors
California
$4.24M +$380K +15,247 +10%
1 2
3
4 5