iShares iBonds Dec 2028 Term Corporate ETF
IBDT
124 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 26 reducing their positions, and 4 closing their positions.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
112% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 26
63% more capital inflows, than outflows
Capital inflows: $78.7M | Capital outflows: $48.2M
20% more funds holding
Funds holding: 103 → 124 (+21)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.29% less ownership
Funds ownership: 82.23% → 81.94% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$14.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.44M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$7.85M |
| 4 |
Klingman & Associates
New York
|
+$7.36M |
| 5 |
Venture Visionary Partners
Sylvania,
Ohio
|
+$4.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$19.7M |
| 2 |
Confluence Investment Management
St. Louis,
Missouri
|
-$11.9M |
| 3 |
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$3.46M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$2.33M |
| 5 |
Matthew Goff Investment Advisor
Houston,
Texas
|
-$1.84M |
IBDT Hedge Fund Activity: Q4 2022 in Review
124 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2022, worth a combined $493M — up 8.7% from $453M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBDT positions and 4 closed out — a net gain of 22 holders — while 55 added to existing stakes and 26 trimmed.
The largest buyer was Sound View Wealth Advisors Group, opening a new position worth an estimated $14.8M. The largest seller was Aptus Capital Advisors, cutting an estimated $19.7M.
- 124 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2022, up from 103 in Q3 2022.
- Funds reported $493M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2022, up 8.7% quarter-over-quarter.
- 26 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2022 and 4 closed out, a net change of +22 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2022 was Sound View Wealth Advisors Group, an estimated $14.8M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2022 was Aptus Capital Advisors, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2022.