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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Summitry LLC
Foster City,
California
|
+$30.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$15.3M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$14.6M |
| 4 |
Morgan Stanley
New York
|
+$12.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$31.5M |
| 2 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$8.76M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.11M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.81M |
| 5 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$3.68M |
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.