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)
20.93% more ownership
Funds ownership: 84.17% → 105.1% (+21%)
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Stifel Financial
St. Louis,
Missouri
| $18.3M | +$18.2M | +732,627 | New |
|
2
BlackRock
New York
| $7.48M | +$1.07K | +43 | +0% |
|
|
BFEC
3
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $5.52M | +$5.5M | +221,338 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $2.95M | +$2.94M | +118,293 | New |
|
|
UCFA
5
United Capital Financial Advisors
Irving,
Texas
| $2.91M | +$2.9M | +116,829 | New |
|
|
CIM
6
Confluence Investment Management
St. Louis,
Missouri
| $2.71M | +$2.7M | +108,832 | New |
|
7
Citadel Advisors
Miami,
Florida
| $419K | +$418K | +16,812 | New |
|
8
UBS Group
Zurich,
Switzerland
| $272K | +$271K | +10,918 | New |
|
9
Wells Fargo
San Francisco,
California
| $59K | +$58.4K | +2,352 | New |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25K | +$24.4K | +984 | New |
|
|
11
Jane Street
New York
| – | -$924K | -36,660 | Closed |
|
IBDT Hedge Fund Activity: Q4 2018 in Review
10 of the 4,489 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.