IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

123 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+20
Holders Change %
+19.42%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
55
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$15.4M
2
UBS Group
2
UBS Group
Switzerland
$13.2M
3
Bank of America
3
Bank of America
North Carolina
$35.4M
4
KA
4
Klingman & Associates
New York
$22.9M
5
VVP
5
Venture Visionary Partners
Ohio
$4.78M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$103M
2
CIM
2
Confluence Investment Management
Missouri
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$38.4M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.31M
5
MGIA
5
Matthew Goff Investment Advisor
Texas
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
101
Wells Financial Advisors
Massachusetts
$135K +$49.8K +2,050 +58%
SBL
102
Sargent Bickham Lagudis
Colorado
$121K +$104K +4,284 +600%
OHWP
103
Oak Harbor Wealth Partners
North Carolina
$120K +$2.07K +85 +2%
YDMI
104
Y.D. More Investments
Israel
$102K +$102K +4,170 New
NA
105
NewEdge Advisors
Louisiana
$100K +$100K +24,482 New
AF
106
Allworth Financial
California
$76.4K +$45.8K +1,884 +149%
EW
107
Element Wealth
Mississippi
$74.7K +$74.7K +3,075 New
BAM
108
Belpointe Asset Management
Nevada
$73.2K +$73.2K +3,015 New
KOCAA
109
Knights of Columbus Asset Advisors
Connecticut
$70K – – –
PFM
110
Phillips Financial Management
Indiana
$56.2K – – –
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$44K – – –
HI
112
Harbour Investments
Wisconsin
$37K +$753 +31 +2%
PTC
113
Private Trust Company
Ohio
$26K +$26K +1,074 New
PA
114
PSI Advisors
Florida
$24.3K +$24.3K +1,000 New
BC
115
Barrett & Company
Rhode Island
$21.9K – – –
FNBOSM
116
First National Bank of South Miami
Florida
$16K +$16K +650 New
CHA
117
Carmichael Hill & Associates
Maryland
$15.5K – – –
FHA
118
First Horizon Advisors
Tennessee
$12.4K – – –
William Blair & Company
119
William Blair & Company
Illinois
$12.1K – – –
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.72K +$9.72K +400 New
MFT
121
Moisand Fitzgerald Tamayo
Florida
$2.55K – – –
BlackRock
122
BlackRock
New York
$1.12K +$24 +1 +2%
MCC
123
Money Concepts Capital
Florida
$73 +$73 +3 New
CIM
124
Confluence Investment Management
Missouri
– -$11.9M -502,132 Closed
LC
125
Legacy CG
Texas
– -$468K -19,655 Closed
2 3 4
5
6