iShares iBonds Dec 2028 Term Corporate ETF
IBDT
10 hedge funds and large institutions have $40.7M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
400% more funds holding
Funds holding: 2 → 10 (+8)
379% more capital invested
Capital invested by funds: $8.49M → $40.7M (+$32.2M)
83.38% more ownership
Funds ownership: 21.72% → 105.1% (+83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$18.2M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.94M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.9M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$2.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$924K |
IBDT Hedge Fund Activity: Q4 2018 in Review
10 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2018, worth a combined $40.7M — up 379% from $8.49M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IBDT positions and 1 closed out — a net gain of 8 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $18.2M. The largest seller was Jane Street, exiting entirely with an estimated $924K sold.
- 10 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2018, up from 2 in Q3 2018.
- Funds reported $40.7M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2018, up 379% quarter-over-quarter.
- 9 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2018 and 1 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2018 was Stifel Financial, an estimated $18.2M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2018 was Jane Street, an estimated $924K sold.
Based on aggregated 13F filings for Q4 2018.