iShares iBonds Dec 2028 Term Corporate ETF
IBDT
84 hedge funds and large institutions have $223M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 16 reducing their positions, and 9 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 16
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
9% more capital invested
Capital invested by funds: $204M → $223M (+$18.8M)
2% more funds holding
Funds holding: 82 → 84 (+2)
1.78% more ownership
Funds ownership: 69.89% → 71.67% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.8M |
| 3 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$2.49M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.92M |
| 5 |
AIA
Arcadia Investment Advisors
Eagle,
Idaho
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$1.75M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.55M |
| 3 |
Jane Street
New York
|
-$1.35M |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$881K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$605K |
IBDT Hedge Fund Activity: Q4 2021 in Review
84 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2021, worth a combined $223M — up 9.2% from $204M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBDT positions and 9 closed out — a net gain of 2 holders — while 41 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.9M. The largest seller was PFG Private Wealth Management, cutting an estimated $1.75M.
- 84 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2021, up from 82 in Q3 2021.
- Funds reported $223M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2021, up 9.2% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2021 and 9 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2021 was Wells Fargo, an estimated $6.9M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2021 was PFG Private Wealth Management, an estimated $1.75M sold.
Based on aggregated 13F filings for Q4 2021.