iShares iBonds Dec 2028 Term Corporate ETF
IBDT
96 hedge funds and large institutions have $382M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
110% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 20
78% more capital invested
Capital invested by funds: $215M → $382M (+$167M)
14% more funds holding
Funds holding: 84 → 96 (+12)
9.01% more ownership
Funds ownership: 71.28% → 80.29% (+9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$96.9M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$42.2M |
| 3 |
KA
Klingman & Associates
New York
|
+$12.1M |
| 4 |
Morgan Stanley
New York
|
+$8.16M |
| 5 |
AF
Arrow Financial
Glens Falls,
New York
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12M |
| 2 |
AC
Avestar Capital
New York
|
-$1.84M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.71M |
| 4 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$527K |
| 5 |
CPIA
Cornell Pochily Investment Advisors
Ithaca,
New York
|
-$318K |
IBDT Hedge Fund Activity: Q2 2022 in Review
96 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q2 2022, worth a combined $382M — up 78% from $215M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBDT positions and 4 closed out — a net gain of 12 holders — while 42 added to existing stakes and 20 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $96.9M. The largest seller was Bank of America, cutting an estimated $12M.
- 96 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q2 2022, up from 84 in Q1 2022.
- Funds reported $382M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q2 2022, up 78% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q2 2022 and 4 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q2 2022 was Aptus Capital Advisors, an estimated $96.9M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q2 2022 was Bank of America, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2022.