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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 31

187% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 15

11% more funds holding

Funds holding: 236 → 263 (+27)

8% more capital invested

Capital invested by funds: $1.23B → $1.34B (+$104M)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

8.54% less ownership

Funds ownership: 85.34% → 76.8% (-8.5%)

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWA
Gratus Wealth Advisors
Virginia
+$24.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$17.3M
3
Bank of America
Bank of America
North Carolina
+$15M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$10.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$47M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$9.71M
3
ACA
Aptus Capital Advisors
Alabama
-$9.25M
4
ACM
Advisors Capital Management
New Jersey
-$9.22M
5
NA
NewEdge Advisors
Louisiana
-$8.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$592K -$205K -8,255 -26%
FCA
152
FinTrust Capital Advisors
South Carolina
$569K -$74.6K -2,997 -12%
MA
153
Mutual Advisors
Nebraska
$565K +$65.3K +2,625 +13%
APW
154
Austin Private Wealth
Texas
$559K +$263K +10,555 +87%
GI
155
GAMMA Investing
California
$546K +$546K +21,928 New
SFO
156
Stokes Family Office
Louisiana
$530K – – –
SF
157
Safeguard Financial
Wisconsin
$529K +$226K +9,085 +75%
SWM
158
Stockman Wealth Management
Montana
$524K -$46.3K -1,859 -8%
AGP
159
Autumn Glory Partners
Texas
$519K – – –
KWS
160
Keystone Wealth Services
California
$516K -$94.1K -3,782 -15%
NG
161
Northstar Group
New York
$513K +$513K +20,600 New
RSWM
162
Robertson Stephens Wealth Management
California
$511K +$154K +6,200 +43%
Mariner
163
Mariner
Kansas
$510K +$1.44K +58 +0.3%
DP
164
Dearborn Partners
Illinois
$509K +$25.5K +1,025 +5%
SWA
165
Sax Wealth Advisors
New Jersey
$506K +$506K +20,333 New
SWC
166
Spectrum Wealth Counsel
Indiana
$499K – – –
1WM
167
1900 Wealth Management
Texas
$497K – – –
CAN
168
Cetera Advisor Networks
California
$488K +$252K +10,117 +107%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$487K +$269K +10,798 +123%
BCPWM
170
Bradley & Co Private Wealth Management
Florida
$485K – – –
4WM
171
4J Wealth Management
Virginia
$472K +$135K +5,439 +40%
PP
172
Prosperity Planning
Missouri
$466K – – –
RWP
173
Reliant Wealth Planning
Kentucky
$465K +$68.3K +2,743 +17%
BWM
174
BCS Wealth Management
Tennessee
$463K +$249K +9,988 +116%
RCA
175
Resonant Capital Advisors
Wisconsin
$458K +$458K +18,392 New
5 6
7
8 9

IBDT Hedge Fund Activity: Q1 2024 in Review

263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2024, worth a combined $1.34B — up 8.5% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IBDT positions and 15 closed out — a net gain of 28 holders — while 153 added to existing stakes and 31 trimmed.

The largest buyer was Gratus Wealth Advisors, adding an estimated $24.6M. The largest seller was Morgan Stanley, cutting an estimated $47M.

  • 263 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2024, up from 236 in Q4 2023.
  • Funds reported $1.34B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 43 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2024 and 15 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2024 was Gratus Wealth Advisors, an estimated $24.6M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2024.