iShares iBonds Dec 2028 Term Corporate ETF
IBDT
73 hedge funds and large institutions have $151M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 5 closing their positions.
227% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 11
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
16% more funds holding
Funds holding: 63 → 73 (+10)
10% more capital invested
Capital invested by funds: $137M → $151M (+$14.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.21% less ownership
Funds ownership: 69.3% → 69.09% (-0.21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$8.84M |
| 2 |
WI
WrapManager Inc
Mill Valley,
California
|
+$1.97M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.8M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.45M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$15.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.31M |
| 3 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$1.3M |
| 4 |
Jane Street
New York
|
-$660K |
| 5 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
|
-$315K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NB
76
Northwest Bancshares
Warren,
Pennsylvania
| – | -$210K | -7,233 | Closed |
|
|
KPCM
77
Kings Point Capital Management
Great Neck,
New York
| – | -$17K | -578 | Closed |
|
78
BlackRock
New York
| – | -$1K | -43 | Closed |
|
IBDT Hedge Fund Activity: Q4 2020 in Review
73 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2020, worth a combined $151M — up 10% from $137M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBDT positions and 5 closed out — a net gain of 10 holders — while 36 added to existing stakes and 11 trimmed.
The largest buyer was Sigma Investment Counselors, opening a new position worth an estimated $8.84M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $15.2M sold.
- 73 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2020, up from 63 in Q3 2020.
- Funds reported $151M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2020, up 10% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2020 and 5 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2020 was Sigma Investment Counselors, an estimated $8.84M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2020 was Motley Fool Wealth Management, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2020.