iShares iBonds Dec 2028 Term Corporate ETF
IBDT
42 hedge funds and large institutions have $93.2M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 6
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
17% more funds holding
Funds holding: 36 → 42 (+6)
16% more capital invested
Capital invested by funds: $80.4M → $93.2M (+$12.8M)
0.43% less ownership
Funds ownership: 75.35% → 74.92% (-0.43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.67M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.38M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.95M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.85M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.48M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$822K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$476K |
| 4 |
PWS
Peloton Wealth Strategists
Indianapolis,
Indiana
|
-$333K |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$256K |
IBDT Hedge Fund Activity: Q4 2019 in Review
42 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2019, worth a combined $93.2M — up 16% from $80.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBDT positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $3.67M. The largest seller was Jane Street, exiting entirely with an estimated $4.48M sold.
- 42 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2019, up from 36 in Q3 2019.
- Funds reported $93.2M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2019 and 3 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2019 was Bank of America, an estimated $3.67M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2019 was Jane Street, an estimated $4.48M sold.
Based on aggregated 13F filings for Q4 2019.