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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
263
Holders Change
+27
Holders Change %
+11.44%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
43
Increased
153
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWA
Gratus Wealth Advisors
Virginia
+$24.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$17.3M
3
Bank of America
Bank of America
North Carolina
+$15M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$10.6M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.68M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$47M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$9.71M
3
ACA
Aptus Capital Advisors
Alabama
-$9.25M
4
ACM
Advisors Capital Management
New Jersey
-$9.22M
5
NA
NewEdge Advisors
Louisiana
-$8.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$162M +$15M +603,506 +10%
Morgan Stanley
2
Morgan Stanley
New York
$60M -$47M -1,889,489 -44%
CAI
3
Capital Advisors Inc
Oklahoma
$56.7M +$5.01M +201,487 +10%
CIA
4
Capital Investment Advisors
Georgia
$54.6M +$5.09M +204,590 +10%
ACA
5
Aptus Capital Advisors
Alabama
$45M -$9.25M -371,502 -17%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$41.7M +$10.6M +425,691 +34%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$41.7M +$7.6M +305,200 +22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$37.7M +$5.34M +214,598 +17%
UBS Group
9
UBS Group
Switzerland
$34.8M +$6.68M +268,309 +24%
WIC
10
Woodmont Investment Counsel
Tennessee
$31.9M +$2.52M +101,190 +9%
LPL Financial
11
LPL Financial
California
$30M +$5.29M +212,632 +21%
KA
12
Klingman & Associates
New York
$27.3M +$569K +22,849 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$26.4M +$9.68M +388,920 +58%
GWA
14
Gratus Wealth Advisors
Virginia
$25.6M +$24.6M +989,168 +1,727%
Ameriprise
15
Ameriprise
Minnesota
$25.2M +$2.35M +94,575 +10%
SIC
16
Sigma Investment Counselors
Michigan
$25.1M +$685K +27,535 +3%
Wells Fargo
17
Wells Fargo
California
$24.6M +$6.2M +249,176 +34%
HighTower Advisors
18
HighTower Advisors
Illinois
$22.7M +$1.47M +59,053 +7%
KCM
19
Kathmere Capital Management
Pennsylvania
$22.2M +$1.59M +63,809 +8%
GA
20
Gateway Advisory
New Jersey
$19.4M +$971K +39,009 +5%
Corient Private Wealth
21
Corient Private Wealth
Florida
$17.3M +$17.3M +693,322 New
US Bancorp
22
US Bancorp
Minnesota
$16.3M -$120K -4,837 -0.7%
RW
23
RVW Wealth
California
$16.1M +$317K +12,756 +2%
Stifel Financial
24
Stifel Financial
Missouri
$15.6M +$522K +20,974 +3%
ACM
25
Advisors Capital Management
New Jersey
$15.3M -$9.22M -370,390 -38%
1
2 3 4 5

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.