iShares iBonds Dec 2028 Term Corporate ETF
IBDT
50 hedge funds and large institutions have $96.3M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
19% more funds holding
Funds holding: 42 → 50 (+8)
3% more capital invested
Capital invested by funds: $93.2M → $96.3M (+$3.12M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.96% less ownership
Funds ownership: 74.92% → 71.96% (-3%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$17.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.58M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.16M |
| 4 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
+$927K |
| 5 |
AC
Avestar Capital
New York
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$8.23M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$2.38M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$1.57M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.5M |
| 5 |
Bank of New York Mellon
New York
|
-$1.26M |
IBDT Hedge Fund Activity: Q1 2020 in Review
50 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2020, worth a combined $96.3M — up 3.3% from $93.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBDT positions and 3 closed out — a net gain of 11 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $17.5M. The largest seller was Stifel Financial, cutting an estimated $8.23M.
- 50 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2020, up from 42 in Q4 2019.
- Funds reported $96.3M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2020, up 3.3% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2020 and 3 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2020 was Jane Street, an estimated $17.5M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2020 was Stifel Financial, an estimated $8.23M sold.
Based on aggregated 13F filings for Q1 2020.