iShares iBonds Dec 2028 Term Corporate ETF
IBDT
177 hedge funds and large institutions have $848M invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.
500% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 5
304% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 23
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
16% more capital invested
Capital invested by funds: $729M → $848M (+$120M)
14% more funds holding
Funds holding: 155 → 177 (+22)
0.89% less ownership
Funds ownership: 82.31% → 81.43% (-0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$21.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$15.9M |
| 3 |
Morgan Stanley
New York
|
+$15.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$12.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$27M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$1.28M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$982K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$957K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$887K |
IBDT Hedge Fund Activity: Q3 2023 in Review
177 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2023, worth a combined $848M — up 16% from $729M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IBDT positions and 5 closed out — a net gain of 25 holders — while 93 added to existing stakes and 23 trimmed.
The largest buyer was Bank of America, adding an estimated $21.9M. The largest seller was Aptus Capital Advisors, cutting an estimated $27M.
- 177 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2023, up from 155 in Q2 2023.
- Funds reported $848M of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2023, up 16% quarter-over-quarter.
- 30 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2023 and 5 closed out, a net change of +25 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2023 was Bank of America, an estimated $21.9M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $27M sold.
Based on aggregated 13F filings for Q3 2023.