IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

26 hedge funds and large institutions have $40.8M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+16
Holders Change %
+160%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
4
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
Confluence Investment Management
Missouri
+$10.2M
2
Jane Street
Jane Street
New York
+$845K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$486K
4
BA
Boston Advisors
Massachusetts
+$481K
5
UBS Group
UBS Group
Switzerland
+$364K

Top Sellers

1
BlackRock
BlackRock
New York
-$6.98M
2
Stifel Financial
Stifel Financial
Missouri
-$5.43M
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$2.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$419K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$162K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$13.6M -$5.43M -209,462 -29%
CIM
2
Confluence Investment Management
Missouri
$13M +$10.2M +389,997 +358%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$3.69M -$2.1M -80,199 -36%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.93M -$162K -6,200 -5%
UCFA
5
United Capital Financial Advisors
Texas
$2.93M -$128K -4,906 -4%
Jane Street
6
Jane Street
New York
$845K +$845K +32,337 New
UBS Group
7
UBS Group
Switzerland
$649K +$364K +13,925 +128%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$486K +$486K +18,590 New
BA
9
Boston Advisors
Massachusetts
$481K +$481K +18,420 New
BEI
10
Benjamin Edwards Inc
Missouri
$335K +$335K +12,831 New
HCM
11
HMS Capital Management
Tennessee
$278K +$278K +10,652 New
Wells Fargo
12
Wells Fargo
California
$258K +$197K +7,530 +320%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$257K +$257K +9,826 New
Bank of America
14
Bank of America
North Carolina
$205K +$205K +7,879 New
ACS
15
Archford Capital Strategies
Illinois
$194K +$194K +7,413 New
Morgan Stanley
16
Morgan Stanley
New York
$167K +$167K +6,375 New
OAM
17
Oppenheimer Asset Management
New York
$153K +$153K +5,842 New
SSB
18
Sandy Spring Bank
Maryland
$109K +$109K +4,160 New
ADL
19
Asset Dedication LLC
California
$107K +$107K +4,111 New
AG
20
Advisor Group
Arizona
$54K +$54K +2,081 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$31K +$5.24K +200 +20%
RCAG
22
Rehmann Capital Advisory Group
Michigan
$22.3K +$22.3K +855 New
TCCM
23
Timber Creek Capital Management
Massachusetts
$10K +$10K +400 New
CA
24
Cetera Advisors
Colorado
$9K +$9K +345 New
ASN
25
Advisory Services Network
Georgia
$9K +$9K +350 New
1
2