iShares iBonds Dec 2028 Term Corporate ETF
IBDT
263 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 154 increasing their positions, 30 reducing their positions, and 14 closing their positions.
413% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 30
207% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 14
14% more capital invested
Capital invested by funds: $1.17B → $1.34B (+$168M)
12% more funds holding
Funds holding: 235 → 263 (+28)
4.12% less ownership
Funds ownership: 80.92% → 76.8% (-4.1%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
+$24.6M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$17.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$10.6M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.25M |
| 2 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$9.22M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$8.74M |
| 4 |
Rockefeller Capital Management
New York
|
-$8.73M |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$5.16M |
IBDT Hedge Fund Activity: Q1 2024 in Review
263 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2024, worth a combined $1.34B — up 14% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IBDT positions and 14 closed out — a net gain of 29 holders — while 154 added to existing stakes and 30 trimmed.
The largest buyer was Gratus Wealth Advisors, adding an estimated $24.6M. The largest seller was Aptus Capital Advisors, cutting an estimated $9.25M.
- 263 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2024, up from 235 in Q4 2023.
- Funds reported $1.34B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2024, up 14% quarter-over-quarter.
- 43 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2024 and 14 closed out, a net change of +29 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2024 was Gratus Wealth Advisors, an estimated $24.6M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2024 was Aptus Capital Advisors, an estimated $9.25M sold.
Based on aggregated 13F filings for Q1 2024.