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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

84 hedge funds and large institutions have $223M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 16

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $204M → $223M (+$18.8M)

2% more funds holding

Funds holding: 82 → 84 (+2)

1.78% more ownership

Funds ownership: 69.89% → 71.67% (+1.8%)

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
41
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.9M
2
Bank of America
Bank of America
North Carolina
+$3.8M
3
SIC
Sigma Investment Counselors
Michigan
+$2.49M
4
CIA
Capital Investment Advisors
Georgia
+$1.92M
5
AIA
Arcadia Investment Advisors
Idaho
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
PPWM
PFG Private Wealth Management
Florida
-$1.75M
2
RJA
Raymond James & Associates
Florida
-$1.55M
3
Jane Street
Jane Street
New York
-$1.35M
4
FIM
Freedom Investment Management
Connecticut
-$881K
5
Truist Financial
Truist Financial
North Carolina
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$36K – – –
FNBOSM
77
First National Bank of South Miami
Florida
$16K -$3.55K -125 -18%
William Blair & Company
78
William Blair & Company
Illinois
$14K -$14.2K -500 -50%
RIM
79
Rockbridge Investment Management
New York
$13K +$1.42K +50 +12%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$9K +$8.67K +305 New
Bessemer Group
81
Bessemer Group
New Jersey
$4K +$3.52K +124 New
MFT
82
Moisand Fitzgerald Tamayo
Florida
$3K – – –
BlackRock
83
BlackRock
New York
$1K – – –
FIM
84
Freedom Investment Management
Connecticut
– -$881K -30,750 Closed
MA
85
MCF Advisors
Kentucky
– -$317K -11,073 Closed
KAS
86
Kestra Advisory Services
Texas
– -$205K -7,145 Closed
TCCM
87
Timber Creek Capital Management
Massachusetts
– -$111K -3,880 Closed
HI
88
Harbour Investments
Wisconsin
– -$96K -3,355 Closed
IWA
89
IBEX Wealth Advisors
New Jersey
– -$5K -160 Closed
FGAM
90
Financial Gravity Asset Management
Texas
– -$29K -90 Closed
Fidelity Investments
91
Fidelity Investments
Massachusetts
– +$28 +1 New
1 2 3
4

IBDT Hedge Fund Activity: Q4 2021 in Review

84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2021, worth a combined $223M — up 9.2% from $204M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDT positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.9M. The largest seller was PFG Private Wealth Management, cutting an estimated $1.75M.

  • 84 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2021, up from 82 in Q3 2021.
  • Funds reported $223M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2021, up 9.2% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2021 and 9 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2021 was Wells Fargo, an estimated $6.9M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2021 was PFG Private Wealth Management, an estimated $1.75M sold.

Based on aggregated 13F filings for Q4 2021.