iShares iBonds Dec 2028 Term Corporate ETF
IBDT
77 hedge funds and large institutions have $159M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 8 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 12
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
5% more funds holding
Funds holding: 73 → 77 (+4)
5% more capital invested
Capital invested by funds: $151M → $159M (+$7.94M)
0.2% less ownership
Funds ownership: 69.09% → 68.89% (-0.2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.37M |
| 2 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$4.18M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.09M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.51M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$14.6M |
| 2 |
Jane Street
New York
|
-$3.54M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.11M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.42M |
| 5 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
|
-$661K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
76
Ameritas Investment Company
Lincoln,
Nebraska
| $595 | +$607 | +21 | New |
|
|
BOPW
77
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$14.6M | -495,656 | Closed |
|
|
78
Jane Street
New York
| – | -$3.54M | -119,718 | Closed |
|
|
79
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$2.11M | -71,429 | Closed |
|
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.42M | -47,888 | Closed |
|
|
ABC
81
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$478K | -16,169 | Closed |
|
|
VNA
82
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$150K | -5,075 | Closed |
|
|
ASN
83
Advisory Services Network
Atlanta,
Georgia
| – | -$12K | -393 | Closed |
|
|
CFA
84
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$7K | -240 | Closed |
|
|
FHA
85
First Horizon Advisors
Memphis,
Tennessee
| – | +$549 | +19 | New |
|
IBDT Hedge Fund Activity: Q1 2021 in Review
77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2021, worth a combined $159M — up 5.3% from $151M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IBDT positions and 8 closed out — a net gain of 4 holders — while 38 added to existing stakes and 12 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $7.37M. The largest seller was Brandywine Oak Private Wealth, exiting entirely with an estimated $14.6M sold.
- 77 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2021, up from 73 in Q4 2020.
- Funds reported $159M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2021, up 5.3% quarter-over-quarter.
- 12 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2021 and 8 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2021 was Commonwealth Equity Services, an estimated $7.37M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2021 was Brandywine Oak Private Wealth, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2021.