iShares iBonds Dec 2028 Term Corporate ETF
IBDT
142 hedge funds and large institutions have $631M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 20 reducing their positions, and 4 closing their positions.
500% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 4
285% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 20
263% more capital inflows, than outflows
Capital inflows: $177M | Capital outflows: $48.8M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more funds holding
Funds holding: 124 → 142 (+18)
2.41% more ownership
Funds ownership: 81.94% → 84.35% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$33.3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.5M |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
+$9.6M |
| 4 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$8.4M |
| 5 |
Gateway Advisory
Westfield,
New Jersey
|
+$7.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summitry LLC
Foster City,
California
|
-$30.5M |
| 2 |
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$13.7M |
| 3 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$2.7M |
| 4 |
Saiph Capital
Wyckoff,
New Jersey
|
-$350K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$288K |
IBDT Hedge Fund Activity: Q1 2023 in Review
142 of the 6,290 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2023, worth a combined $631M — up 28% from $493M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IBDT positions and 4 closed out — a net gain of 20 holders — while 77 added to existing stakes and 20 trimmed.
The largest buyer was Jane Street, adding an estimated $33.3M. The largest seller was Summitry LLC, exiting entirely with an estimated $30.5M sold.
- 142 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2023, up from 124 in Q4 2022.
- Funds reported $631M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2023, up 28% quarter-over-quarter.
- 24 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2023 and 4 closed out, a net change of +20 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2023 was Jane Street, an estimated $33.3M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2023 was Summitry LLC, an estimated $30.5M sold.
Based on aggregated 13F filings for Q1 2023.