iShares iBonds Dec 2028 Term Corporate ETF
IBDT
103 hedge funds and large institutions have $453M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 5 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
104% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 23
19% more capital invested
Capital invested by funds: $382M → $453M (+$71.7M)
7% more funds holding
Funds holding: 96 → 103 (+7)
1.93% more ownership
Funds ownership: 80.29% → 82.23% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$31.7M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$30.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$7.17M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.32M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
-$2.59M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1M |
| 4 |
ISB
Iowa State Bank
Urbandale,
Iowa
|
-$529K |
| 5 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
-$409K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
101
First Horizon Advisors
Memphis,
Tennessee
| $12K | – | – | – |
|
102
William Blair & Company
Chicago,
Illinois
| $12K | – | – | – |
|
|
MFT
103
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $2K | – | – | – |
|
104
BlackRock
New York
| $1K | – | – | – |
|
105
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$253K | -10,155 | Closed |
|
|
HCM
106
HMS Capital Management
Nashville,
Tennessee
| – | -$212K | -8,496 | Closed |
|
|
FPAS
107
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| – | -$201K | -8,043 | Closed |
|
|
GWM
108
Geneos Wealth Management
Englewood,
Colorado
| – | -$67K | -2,700 | Closed |
|
|
RIM
109
Rockbridge Investment Management
Syracuse,
New York
| – | -$13.9K | -558 | Closed |
|
IBDT Hedge Fund Activity: Q3 2022 in Review
103 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2022, worth a combined $453M — up 19% from $382M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBDT positions and 5 closed out — a net gain of 8 holders — while 47 added to existing stakes and 23 trimmed.
The largest buyer was Summitry LLC, opening a new position worth an estimated $31.7M. The largest seller was Wells Fargo, cutting an estimated $9.32M.
- 103 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2022, up from 96 in Q2 2022.
- Funds reported $453M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2022, up 19% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2022 and 5 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $31.7M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2022 was Wells Fargo, an estimated $9.32M sold.
Based on aggregated 13F filings for Q3 2022.