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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

327 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 35

382% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 11

12% more funds holding

Funds holding: 291 → 327 (+36)

8% more capital invested

Capital invested by funds: $1.7B → $1.84B (+$138M)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

1.07% less ownership

Funds ownership: 75.46% → 74.39% (-1.1%)

Holders
327
Holders Change
+36
Holders Change %
+12.37%
% of All Funds
4.31%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
53
Increased
196
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
+$30.3M
2
Bank of America
Bank of America
North Carolina
+$15.3M
3
AWM
Apollon Wealth Management
South Carolina
+$14.6M
4
Morgan Stanley
Morgan Stanley
New York
+$12.2M
5
Truist Financial
Truist Financial
North Carolina
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$31.5M
2
ACM
Advisors Capital Management
New Jersey
-$8.76M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.11M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.81M
5
WWM
WJ Wealth Management
Arizona
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
101
Precedent Wealth Partners
Texas
$2.99M -$329K -13,104 -10%
CBT
102
Crews Bank & Trust
Florida
$2.96M +$2.99M +119,055 New
MW
103
Members Wealth
Pennsylvania
$2.92M +$2.95M +117,319 New
FBB
104
Fulton Breakefield Broenniman
Maryland
$2.88M +$295K +11,755 +11%
SFB
105
STAR Financial Bank
Indiana
$2.77M +$67.4K +2,684 +2%
SP
106
Stonebrook Private
Michigan
$2.76M +$254K +10,132 +10%
MSRI
107
Michael S. Ryan Inc
New York
$2.71M +$76.1K +3,030 +3%
SWA
108
Sax Wealth Advisors
New Jersey
$2.69M +$1.14M +45,478 +73%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$2.6M +$561K +22,325 +27%
Osaic Holdings
110
Osaic Holdings
Arizona
$2.59M -$290K -11,537 -10%
JWCA
111
J.W. Cole Advisors
Florida
$2.54M -$599K -23,841 -19%
QFA
112
Quantum Financial Advisors
California
$2.51M +$233K +9,265 +10%
LF
113
LifePlan Financial
Minnesota
$2.5M +$45.4K +1,808 +2%
GRP
114
Global Retirement Partners
California
$2.5M +$68.1K +2,712 +3%
SF
115
Safeguard Financial
Wisconsin
$2.41M +$705K +28,062 +41%
LIM
116
Leavell Investment Management
Alabama
$2.38M +$489K +19,482 +26%
FA
117
FF Advisors
California
$2.38M -$149K -5,926 -6%
EWS
118
Evergreen Wealth Solutions
Pennsylvania
$2.3M +$96K +3,822 +4%
SCG
119
Sonata Capital Group
Washington
$2.25M +$1.81M +72,000 +388%
ABC
120
Associated Banc-Corp
Wisconsin
$2.24M +$307K +12,238 +16%
IF
121
Ironwood Financial
Arizona
$2.21M +$379K +15,072 +20%
LFASL
122
Lugano Financial Advisors SA (LFA)
Switzerland
$2.1M -$1.1M -43,829 -34%
VA
123
Valmark Advisers
Ohio
$1.91M +$733K +29,169 +61%
IW
124
Instrumental Wealth
Florida
$1.91M +$115K +4,571 +6%
ATC
125
Adirondack Trust Company
New York
$1.89M +$1.05M +41,828 +122%
3 4
5
6 7

IBDT Hedge Fund Activity: Q4 2024 in Review

327 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2024, worth a combined $1.84B — up 8.1% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDT positions and 11 closed out — a net gain of 42 holders — while 196 added to existing stakes and 35 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $30.3M. The largest seller was Aptus Capital Advisors, cutting an estimated $31.5M.

  • 327 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2024, up from 291 in Q3 2024.
  • Funds reported $1.84B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2024 and 11 closed out, a net change of +42 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2024 was Summitry LLC, an estimated $30.3M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2024 was Aptus Capital Advisors, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2024.