iShares iBonds Dec 2028 Term Corporate ETF
IBDT
156 hedge funds and large institutions have $729M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 31 reducing their positions, and 6 closing their positions.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
193% more capital inflows, than outflows
Capital inflows: $165M | Capital outflows: $56.4M
155% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 31
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more funds holding
Funds holding: 142 → 156 (+14)
2.03% less ownership
Funds ownership: 84.35% → 82.32% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$24.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.6M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$15.1M |
| 4 |
Advisors Capital Management
Ridgewood,
New Jersey
|
+$14.3M |
| 5 |
Morgan Stanley
New York
|
+$9.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$30.2M |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$11.9M |
| 3 |
Old Mission Capital
Chicago,
Illinois
|
-$9.5M |
| 4 |
Guidance Point Advisors
Wellesley,
Massachusetts
|
-$1.19M |
| 5 |
IFP Advisors
Tampa,
Florida
|
-$971K |
IBDT Hedge Fund Activity: Q2 2023 in Review
156 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q2 2023, worth a combined $729M — up 15% from $631M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBDT positions and 6 closed out — a net gain of 16 holders — while 79 added to existing stakes and 31 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $24.1M. The largest seller was Jane Street, cutting an estimated $30.2M.
- 156 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q2 2023, up from 142 in Q1 2023.
- Funds reported $729M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q2 2023, up 15% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q2 2023 and 6 closed out, a net change of +16 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q2 2023 was Mercer Global Advisors, an estimated $24.1M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q2 2023 was Jane Street, an estimated $30.2M sold.
Based on aggregated 13F filings for Q2 2023.