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, 153 increasing their positions, 31 reducing their positions, and 15 closing their positions.
394% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 31
187% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 15
11% more funds holding
Funds holding: 236 → 263 (+27)
8% more capital invested
Capital invested by funds: $1.23B → $1.34B (+$104M)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
8.54% less ownership
Funds ownership: 85.34% → 76.8% (-8.5%)
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 |
Morgan Stanley
New York
|
-$47M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$9.71M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.25M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$9.22M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$8.74M |
IBDT Hedge Fund Activity: Q1 2024 in Review
263 of the 6,942 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 8.5% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IBDT positions and 15 closed out — a net gain of 28 holders — while 153 added to existing stakes and 31 trimmed.
The largest buyer was Gratus Wealth Advisors, adding an estimated $24.6M. The largest seller was Morgan Stanley, cutting an estimated $47M.
- 263 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2024, up from 236 in Q4 2023.
- Funds reported $1.34B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2024, up 8.5% quarter-over-quarter.
- 43 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2024 and 15 closed out, a net change of +28 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 Morgan Stanley, an estimated $47M sold.
Based on aggregated 13F filings for Q1 2024.