iShares iBonds Dec 2028 Term Corporate ETF
IBDT
178 hedge funds and large institutions have $861M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.
520% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 5
304% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 23
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more capital invested
Capital invested by funds: $729M → $861M (+$132M)
15% more funds holding
Funds holding: 155 → 178 (+23)
0.27% more ownership
Funds ownership: 82.31% → 82.59% (+0.27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$21.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$15.9M |
| 3 |
Morgan Stanley
New York
|
+$15.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$12.9M |
| 5 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$27M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$1.28M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$982K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$957K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$887K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MHR
176
Matthew Hamilton Rosenberg
| $4.45K | – | – | – |
|
|
MFT
177
Moisand Fitzgerald Tamayo
Orlando,
Florida
| $2.52K | – | – | – |
|
178
BlackRock
New York
| $1.1K | – | – | – |
|
|
AWA
179
Alaska Wealth Advisors
Anchorage,
Alaska
| $4 | – | – | – |
|
|
180
Citadel Advisors
Miami,
Florida
| – | -$887K | -36,214 | Closed |
|
|
LPT
181
Legacy Private Trust
Neenah,
Wisconsin
| – | -$446K | -18,201 | Closed |
|
|
SI
182
Stephens Inc
Little Rock,
Arkansas
| – | -$235K | -9,595 | Closed |
|
|
WSTAM
183
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$213K | -8,706 | Closed |
|
|
SF
184
Safeguard Financial
Minocqua,
Wisconsin
| – | -$39K | -1,614 | Closed |
|
IBDT Hedge Fund Activity: Q3 2023 in Review
178 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2023, worth a combined $861M — up 18% from $729M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBDT positions and 5 closed out — a net gain of 26 holders — while 93 added to existing stakes and 23 trimmed.
The largest buyer was Bank of America, adding an estimated $21.9M. The largest seller was Aptus Capital Advisors, cutting an estimated $27M.
- 178 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2023, up from 155 in Q2 2023.
- Funds reported $861M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2023, up 18% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2023 and 5 closed out, a net change of +26 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2023 was Bank of America, an estimated $21.9M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $27M sold.
Based on aggregated 13F filings for Q3 2023.