iShares iBonds Dec 2028 Term Corporate ETF
IBDT
82 hedge funds and large institutions have $204M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 15 reducing their positions, and 4 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 15
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
10% more capital invested
Capital invested by funds: $186M → $204M (+$18.5M)
6% more funds holding
Funds holding: 77 → 82 (+5)
0.41% more ownership
Funds ownership: 69.48% → 69.89% (+0.41%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$6.43M |
| 2 |
AIA
Arcadia Investment Advisors
Eagle,
Idaho
|
+$3.93M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.24M |
| 4 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$1.85M |
| 5 |
Jane Street
New York
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.28M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$457K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$435K |
| 4 |
AAM
Autus Asset Management
Scottsdale,
Arizona
|
-$221K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNBOSM
76
First National Bank of South Miami
South Miami,
Florida
| $20K | – | – | – |
|
|
RIM
77
Rockbridge Investment Management
Syracuse,
New York
| $12K | +$754 | +26 | +7% |
|
|
IWA
78
IBEX Wealth Advisors
Bedminster,
New Jersey
| $5K | +$4.64K | +160 | New |
|
|
MFT
79
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $3K | – | – | – |
|
80
BlackRock
New York
| $1K | +$1.25K | +43 | New |
|
|
81
Citadel Advisors
Miami,
Florida
| – | -$3.28M | -113,347 | Closed |
|
|
82
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$435K | -15,062 | Closed |
|
|
AAM
83
Autus Asset Management
Scottsdale,
Arizona
| – | -$221K | -7,650 | Closed |
|
|
ASN
84
Advisory Services Network
Atlanta,
Georgia
| – | -$11K | -393 | Closed |
|
|
KIG
85
Kowal Investment Group
Brookfield,
Wisconsin
| – | +$29 | +1 | New |
|
IBDT Hedge Fund Activity: Q3 2021 in Review
82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2021, worth a combined $204M — up 10% from $186M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBDT positions and 4 closed out — a net gain of 5 holders — while 40 added to existing stakes and 15 trimmed.
The largest buyer was Matthew Goff Investment Advisor, opening a new position worth an estimated $6.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.28M sold.
- 82 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2021, up from 77 in Q2 2021.
- Funds reported $204M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2021, up 10% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2021 and 4 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2021 was Matthew Goff Investment Advisor, an estimated $6.43M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2021 was Citadel Advisors, an estimated $3.28M sold.
Based on aggregated 13F filings for Q3 2021.