iShares iBonds Dec 2028 Term Corporate ETF
IBDT
60 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
155% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 11
28% more capital invested
Capital invested by funds: $96.3M → $123M (+$26.6M)
20% more funds holding
Funds holding: 50 → 60 (+10)
9.18% more ownership
Funds ownership: 71.96% → 81.14% (+9.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
+$11.9M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$6.68M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.5M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.52M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$15M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$3.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$439K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$398K |
| 5 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$359K |
IBDT Hedge Fund Activity: Q2 2020 in Review
60 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q2 2020, worth a combined $123M — up 28% from $96.3M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBDT positions and 6 closed out — a net gain of 10 holders — while 28 added to existing stakes and 11 trimmed.
The largest buyer was Brandywine Oak Private Wealth, opening a new position worth an estimated $11.9M. The largest seller was Jane Street, cutting an estimated $15M.
- 60 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q2 2020, up from 50 in Q1 2020.
- Funds reported $123M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q2 2020, up 28% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q2 2020 and 6 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q2 2020 was Brandywine Oak Private Wealth, an estimated $11.9M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q2 2020 was Jane Street, an estimated $15M sold.
Based on aggregated 13F filings for Q2 2020.