iShares iBonds Dec 2028 Term Corporate ETF
IBDT
286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.
433% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 6
194% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 53
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
10% more capital invested
Capital invested by funds: $1.34B → $1.48B (+$138M)
9% more funds holding
Funds holding: 263 → 286 (+23)
0.07% more ownership
Funds ownership: 76.8% → 76.87% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$14.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.57M |
| 3 |
MFG
Monumental Financial Group
Rockville,
Maryland
|
+$9.28M |
| 4 |
Morgan Stanley
New York
|
+$9.08M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$7.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.58M |
| 2 |
Jane Street
New York
|
-$1.57M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.45M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.17M |
IBDT Hedge Fund Activity: Q2 2024 in Review
286 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q2 2024, worth a combined $1.48B — up 10% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IBDT positions and 6 closed out — a net gain of 26 holders — while 156 added to existing stakes and 53 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $14.9M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.58M sold.
- 286 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q2 2024, up from 263 in Q1 2024.
- Funds reported $1.48B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q2 2024, up 10% quarter-over-quarter.
- 32 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q2 2024 and 6 closed out, a net change of +26 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q2 2024 was Aptus Capital Advisors, an estimated $14.9M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q2 2024 was Goldman Sachs, an estimated $1.58M sold.
Based on aggregated 13F filings for Q2 2024.