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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

178 hedge funds and large institutions have $861M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 5

304% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 23

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

18% more capital invested

Capital invested by funds: $729M → $861M (+$132M)

15% more funds holding

Funds holding: 155 → 178 (+23)

0.27% more ownership

Funds ownership: 82.31% → 82.59% (+0.27%)

Holders
178
Holders Change
+23
Holders Change %
+14.84%
% of All Funds
2.82%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
31
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$21.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$15.9M
3
Morgan Stanley
Morgan Stanley
New York
+$15.4M
4
Stifel Financial
Stifel Financial
Missouri
+$12.9M
5
GBWM
Granite Bay Wealth Management
New Hampshire
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$27M
2
PPWM
PFG Private Wealth Management
Florida
-$1.28M
3
OMC
Old Mission Capital
Illinois
-$982K
4
IA
IFP Advisors
Florida
-$957K
5
Citadel Advisors
Citadel Advisors
Florida
-$887K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
101
McGlone Suttner Wealth Management
Wisconsin
$513K +$98.4K +4,045 +23%
CWM
102
Cabot Wealth Management
Massachusetts
$502K +$99K +4,070 +24%
FCM
103
Fortis Capital Management
Washington
$497K +$503K +20,666 New
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$490K +$25.5K +1,050 +5%
AGP
105
Autumn Glory Partners
Texas
$484K +$136K +5,577 +38%
1WM
106
1900 Wealth Management
Texas
$479K +$11.1K +458 +2%
BCPWM
107
Bradley & Co Private Wealth Management
Florida
$468K – – –
IF
108
Ironwood Financial
Arizona
$458K +$463K +19,050 New
ADL
109
Asset Dedication LLC
California
$437K -$13.4K -549 -3%
PA
110
Parallel Advisors
California
$437K +$114K +4,675 +35%
CAN
111
Cetera Advisor Networks
California
$435K +$124K +5,093 +39%
GHA
112
Granite Harbor Advisors
Texas
$435K – – –
GT
113
Glenview Trust
Kentucky
$427K +$164K +6,750 +61%
WCM
114
Windsor Capital Management
Arizona
$412K +$418K +17,165 New
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$411K +$417K +17,121 New
Mariner
116
Mariner
Kansas
$409K +$42.8K +1,758 +12%
SC
117
Saiph Capital
New Jersey
$377K +$34.2K +1,404 +10%
CA
118
Cetera Advisors
Colorado
$372K +$32.6K +1,339 +9%
DSC
119
Duncker Streett & Co
Missouri
$351K +$356K +14,614 New
SWA
120
Strata Wealth Advisors
Texas
$350K +$354K +14,565 New
LWANC
121
Laurel Wealth Advisors (North Carolina)
North Carolina
$350K +$283K +11,650 +402%
RWM
122
Ritholtz Wealth Management
New York
$345K +$127K +5,225 +57%
OMC
123
Old Mission Capital
Illinois
$341K -$982K -40,350 -74%
Creative Planning
124
Creative Planning
Kansas
$313K +$317K +13,041 New
LNC
125
Lincoln National Corp
Pennsylvania
$313K +$317K +13,030 New
3 4
5
6 7

IBDT Hedge Fund Activity: Q3 2023 in Review

178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2023, worth a combined $861M — up 18% from $729M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IBDT positions and 5 closed out — a net gain of 26 holders — while 93 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $21.9M. The largest seller was Aptus Capital Advisors, cutting an estimated $27M.

  • 178 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2023, up from 155 in Q2 2023.
  • Funds reported $861M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2023, up 18% quarter-over-quarter.
  • 31 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2023 and 5 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2023 was Bank of America, an estimated $21.9M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2023.