IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

291 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 174 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.21%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
24
Increased
174
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$23.4M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$20.9M
3
UBS Group
UBS Group
Switzerland
+$11.4M
4
BEI
Benjamin Edwards Inc
Missouri
+$8.63M
5
Morgan Stanley
Morgan Stanley
New York
+$7.36M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$933M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.67M
3
KCM
Kathmere Capital Management
Pennsylvania
-$3.21M
4
APP
Avantax Planning Partners
Iowa
-$2.14M
5
MSRI
Michael S. Ryan Inc
New York
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
126
Asset Dedication LLC
California
$1.51M -$559K -21,910 -27%
FWMM
127
Foundation Wealth Management (Missouri)
Missouri
$1.47M +$25.2K +987 +2%
MIH
128
Meitav Investment House
Israel
$1.47M -$32.8K -1,286 -2%
PAG
129
Private Advisor Group
New Jersey
$1.46M +$247K +9,673 +20%
SWM
130
Scissortail Wealth Management
Oklahoma
$1.44M -$933M -56,887 -100%
FFG
131
Foundry Financial Group
New Hampshire
$1.4M +$56.2K +2,200 +4%
ACS
132
Archford Capital Strategies
Illinois
$1.38M -$34.9K -1,380 -2%
CPIA
133
Cornell Pochily Investment Advisors
New York
$1.36M +$254K +9,943 +23%
CTA
134
Chesley Taft & Associates
Illinois
$1.33M +$207K +8,100 +18%
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$1.27M -$630K -24,658 -33%
VWM
136
Valley Wealth Managers
New Jersey
$1.26M +$6.94K +272 +0.6%
RWP
137
Reliant Wealth Planning
Kentucky
$1.22M +$138K +5,396 +13%
VA
138
Valmark Advisers
Ohio
$1.22M +$469K +18,379 +63%
NG
139
Northstar Group
New York
$1.19M +$61K +2,390 +5%
MTWM
140
Masso Torrence Wealth Management
New Jersey
$1.17M -$383 -15 -0%
ACM
141
Advance Capital Management
Michigan
$1.16M +$89.7K +3,512 +8%
CF
142
Cyr Financial
Illinois
$1.16M -$41.3K -1,616 -3%
LHC
143
Little House Capital
Massachusetts
$1.09M +$36.4K +1,425 +3%
MFG
144
Mendota Financial Group
Wisconsin
$1.08M +$187K +7,328 +21%
MBT
145
Montecito Bank & Trust
California
$1.06M +$359K +14,044 +51%
PGAM
146
Princeton Global Asset Management
New Jersey
$1.02M -$6.13K -240 -0.6%
BSAM
147
Blue Square Asset Management
New York
$1.02M +$89.2K +3,493 +10%
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$981K +$645K +25,278 +192%
FFIC
149
First Fiduciary Investment Counsel
Ohio
$968K -$13.1K -515 -1%
ACM
150
Arcataur Capital Management
Wisconsin
$963K +$339K +13,290 +54%
4 5
6
7 8