iShares iBonds Dec 2028 Term Corporate ETF
IBDT
31 hedge funds and large institutions have $49.6M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
183% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 6
176% more capital inflows, than outflows
Capital inflows: $10.9M | Capital outflows: $3.95M
19% more funds holding
Funds holding: 26 → 31 (+5)
13.85% more ownership
Funds ownership: 82.4% → 96.25% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.51M |
| 2 |
Morgan Stanley
New York
|
+$2.19M |
| 3 |
SWMG
Signature Wealth Management Group
Atlanta,
Georgia
|
+$1.83M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.22M |
| 5 |
Jane Street
New York
|
+$694K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.24M |
| 2 |
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$512K |
| 3 |
Benjamin Edwards Inc
Clayton,
Missouri
|
-$96.1K |
| 4 |
Advisor Group
Phoenix,
Arizona
|
-$52.7K |
| 5 |
Oppenheimer Asset Management
New York
|
-$25.1K |
IBDT Hedge Fund Activity: Q2 2019 in Review
31 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q2 2019, worth a combined $49.6M — up 22% from $40.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBDT positions and 1 closed out — a net gain of 5 holders — while 17 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was Stifel Financial, cutting an estimated $3.24M.
- 31 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q2 2019, up from 26 in Q1 2019.
- Funds reported $49.6M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q2 2019, up 22% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q2 2019 and 1 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q2 2019 was Bank of America, an estimated $2.51M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q2 2019 was Stifel Financial, an estimated $3.24M sold.
Based on aggregated 13F filings for Q2 2019.