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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

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

314% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 42

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $1.48B → $1.7B (+$221M)

2% more funds holding

Funds holding: 286 → 291 (+5)

1.41% less ownership

Funds ownership: 76.87% → 75.46% (-1.4%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
291
Holders Change
+5
Holders Change %
+1.75%
% of All Funds
4.18%
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

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$23.1M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$20.7M
3
UBS Group
UBS Group
Switzerland
+$11.2M
4
BEI
Benjamin Edwards Inc
Missouri
+$8.52M
5
Morgan Stanley
Morgan Stanley
New York
+$7.27M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.67M
2
KCM
Kathmere Capital Management
Pennsylvania
-$3.17M
3
APP
Avantax Planning Partners
Iowa
-$2.14M
4
MSRI
Michael S. Ryan Inc
New York
-$2.01M
5
Jane Street
Jane Street
New York
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
176
Provenance Wealth Advisors
Florida
$601K +$445K +17,653 +299%
SWC
177
Spectrum Wealth Counsel
Indiana
$579K – – –
SWM
178
Stockman Wealth Management
Montana
$576K +$58.6K +2,323 +11%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$562K +$5.77K +229 +1%
DP
180
Dearborn Partners
Illinois
$549K +$4.77K +189 +0.9%
SFO
181
Stokes Family Office
Louisiana
$544K – – –
4WM
182
4J Wealth Management
Virginia
$541K +$31.3K +1,240 +6%
MA
183
Mutual Advisors
Nebraska
$540K +$1.08K +43 +0.2%
Mariner
184
Mariner
Kansas
$530K +$9.94K +394 +2%
1WM
185
1900 Wealth Management
Texas
$515K +$5.85K +232 +1%
Thrivent Financial for Lutherans
186
Thrivent Financial for Lutherans
Minnesota
$507K -$31.5K -1,249 -6%
RSWM
187
Robertson Stephens Wealth Management
California
$500K +$2.19K +87 +0.4%
PIM
188
Penobscot Investment Management
Massachusetts
$499K +$87K +3,450 +21%
TFS
189
Thoroughbred Financial Services
Tennessee
$485K +$8.04K +319 +2%
BWM
190
BCS Wealth Management
Tennessee
$475K – – –
SCG
191
Sonata Capital Group
Washington
$474K +$468K +18,557 New
RSWA
192
Robinson Smith Wealth Advisors
Maine
$474K +$14.2K +562 +3%
SMC
193
Smith, Moore & Co
Missouri
$454K +$51.4K +2,039 +13%
BAM
194
Belpointe Asset Management
Nevada
$434K -$169K -6,695 -28%
MML Investors Services
195
MML Investors Services
Massachusetts
$432K +$175K +6,935 +70%
JCM
196
Jacobi Capital Management
Pennsylvania
$428K +$423K +16,779 New
SWA
197
Sightline Wealth Advisors
Connecticut
$409K +$90.5K +3,591 +29%
DSC
198
Duncker Streett & Co
Missouri
$408K – – –
EW
199
Element Wealth
Mississippi
$404K +$38.6K +1,531 +11%
RWM
200
Ritholtz Wealth Management
New York
$402K – – –
6 7
8
9 10

IBDT Hedge Fund Activity: Q3 2024 in Review

291 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2024, worth a combined $1.7B — up 15% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IBDT positions and 15 closed out — a net gain of 9 holders — while 174 added to existing stakes and 42 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $23.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.67M sold.

  • 291 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2024, up from 286 in Q2 2024.
  • Funds reported $1.7B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 24 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2024 and 15 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $23.1M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2024 was Susquehanna International Group, an estimated $6.67M sold.

Based on aggregated 13F filings for Q3 2024.