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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.13%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$14.9M
2
Bank of America
Bank of America
North Carolina
+$9.57M
3
MFG
Monumental Financial Group
Maryland
+$9.28M
4
Morgan Stanley
Morgan Stanley
New York
+$9.08M
5
Lido Advisors
Lido Advisors
California
+$7.05M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.58M
2
Jane Street
Jane Street
New York
-$1.57M
3
US Bancorp
US Bancorp
Minnesota
-$1.45M
4
APP
Avantax Planning Partners
Iowa
-$1.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
176
Stokes Family Office
Louisiana
$527K – – –
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$523K -$259K -10,497 -33%
CSPIA
178
Cary Street Partners Investment Advisory
Virginia
$520K +$245K +9,933 +90%
Mariner
179
Mariner
Kansas
$504K -$2.61K -106 -0.5%
SWM
180
Stockman Wealth Management
Montana
$501K -$19.2K -780 -4%
BBNB
181
Baker Boyer National Bank
Washington
$498K +$496K +20,120 New
4WM
182
4J Wealth Management
Virginia
$494K +$24.7K +1,000 +5%
1WM
183
1900 Wealth Management
Texas
$494K – – –
SG
184
Strid Group
Pennsylvania
$488K +$36.1K +1,466 +8%
RSWM
185
Robertson Stephens Wealth Management
California
$483K -$25.1K -1,020 -5%
BCPWM
186
Bradley & Co Private Wealth Management
Florida
$483K – – –
TFS
187
Thoroughbred Financial Services
Tennessee
$463K +$116K +4,720 +34%
BWM
188
BCS Wealth Management
Tennessee
$461K – – –
RSWA
189
Robinson Smith Wealth Advisors
Maine
$446K +$33.4K +1,353 +8%
ATC
190
Adirondack Trust Company
New York
$437K +$118K +4,789 +37%
BCM
191
Brookstone Capital Management
Illinois
$431K +$122K +4,968 +40%
KWS
192
Keystone Wealth Services
California
$424K -$89.3K -3,624 -17%
PIM
193
Penobscot Investment Management
Massachusetts
$399K +$397K +16,100 New
DSC
194
Duncker Streett & Co
Missouri
$396K +$33.8K +1,369 +9%
DWA
195
Delap Wealth Advisory
Oregon
$394K +$392K +15,892 New
RWM
196
Ritholtz Wealth Management
New York
$390K – – –
SMC
197
Smith, Moore & Co
Missouri
$390K +$9.24K +375 +2%
RBC
198
Roble Belko & Company
Pennsylvania
$367K +$36.3K +1,472 +11%
SWA
199
Strata Wealth Advisors
Texas
$362K – – –
VFIC
200
Valley Forge Investment Consultants
Pennsylvania
$359K +$4.17K +169 +1%
6 7
8
9 10

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.