iShares iBonds Dec 2028 Term Corporate ETF
IBDT
236 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 117 increasing their positions, 28 reducing their positions, and 5 closing their positions.
1,180% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 5
318% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 28
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
43% more capital invested
Capital invested by funds: $861M → $1.23B (+$374M)
33% more funds holding
Funds holding: 178 → 236 (+58)
2.75% more ownership
Funds ownership: 82.59% → 85.34% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$71.6M |
| 2 |
Morgan Stanley
New York
|
+$59.6M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$20.1M |
| 4 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
+$15.9M |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$16.5M |
| 2 |
Jane Street
New York
|
-$13.6M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$8.66M |
| 4 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
-$5.69M |
| 5 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$2.53M |
IBDT Hedge Fund Activity: Q4 2023 in Review
236 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2023, worth a combined $1.23B — up 43% from $861M a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IBDT positions and 5 closed out — a net gain of 59 holders — while 117 added to existing stakes and 28 trimmed.
The largest buyer was Bank of America, adding an estimated $71.6M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $16.5M sold.
- 236 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2023, up from 178 in Q3 2023.
- Funds reported $1.23B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2023, up 43% quarter-over-quarter.
- 64 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2023 and 5 closed out, a net change of +59 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2023 was Bank of America, an estimated $71.6M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2023 was Corient Private Wealth, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2023.