IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

36 hedge funds and large institutions have $80.4M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFWM
1
Motley Fool Wealth Management
Virginia
$15.3M
2
Bank of America
2
Bank of America
North Carolina
$9.48M
3
Jane Street
3
Jane Street
New York
$4.48M
4
RJA
4
Raymond James & Associates
Florida
$2.43M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.09M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$487K
2
Stifel Financial
2
Stifel Financial
Missouri
$10.5M
3
UCFA
3
United Capital Financial Advisors
Texas
$3.03M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.05M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFWM
1
Motley Fool Wealth Management
Virginia
$15.3M 552,121 +552,121 New
CIM
2
Confluence Investment Management
Missouri
$14.1M 509,786 +9,251 +2%
Stifel Financial
3
Stifel Financial
Missouri
$10.5M 380,341 -19,755 -5%
Bank of America
4
Bank of America
North Carolina
$9.48M 341,537 +238,187 +230%
Jane Street
5
Jane Street
New York
$4.48M 161,298 +102,589 +175%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$3.4M 122,664 +974 +0.8%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.05M 109,866 -9,650 -8%
UCFA
8
United Capital Financial Advisors
Texas
$3.03M 109,145 -11,635 -10%
RJA
9
Raymond James & Associates
Florida
$2.43M 87,694 +87,694 New
Wells Fargo
10
Wells Fargo
California
$2.27M 81,695 +25,365 +45%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.09M 75,134 +54,939 +272%
SWMG
12
Signature Wealth Management Group
Georgia
$1.98M 71,334 +1,985 +3%
UBS Group
13
UBS Group
Switzerland
$1.36M 49,068 +5,209 +12%
TCCM
14
Timber Creek Capital Management
Massachusetts
$1.27M 45,700 +35,125 +332%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$822K 29,620 +8,417 +40%
BA
16
Boston Advisors
Massachusetts
$560K 20,173 +860 +4%
SSB
17
Sandy Spring Bank
Maryland
$558K 20,125 +8,060 +67%
Morgan Stanley
18
Morgan Stanley
New York
$487K 17,550 -71,959 -80%
ADL
19
Asset Dedication LLC
California
$462K 16,674 +7,197 +76%
ECM
20
Exchange Capital Management
Michigan
$340K 12,243 +2,672 +28%
PWS
21
Peloton Wealth Strategists
Indiana
$333K 12,000 +12,000 New
HCM
22
HMS Capital Management
Tennessee
$306K 11,021 -777 -7%
BEI
23
Benjamin Edwards Inc
Missouri
$297K 10,692 +1,510 +16%
DP
24
Dearborn Partners
Illinois
$278K 10,034 +10,034 New
ACS
25
Archford Capital Strategies
Illinois
$268K 9,662 +630 +7%
1
2