IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

286 hedge funds and large institutions have $1.48B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 156 increasing their positions, 53 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+23
Holders Change %
+8.75%
% of All Funds
4.16%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
32
Increased
156
Reduced
53
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$59.8M
2
Bank of America
Bank of America
North Carolina
$170M
3
MFG
Monumental Financial Group
Maryland
$9.33M
4
Morgan Stanley
Morgan Stanley
New York
$68.8M
5
Lido Advisors
Lido Advisors
California
$12.4M

Top Sellers

1
Jane Street
Jane Street
New York
$1.96M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
US Bancorp
US Bancorp
Minnesota
$14.8M
4
APP
Avantax Planning Partners
Iowa
$2.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$170M +$9.62M +388,198 +6%
Morgan Stanley
2
Morgan Stanley
New York
$68.8M +$9.12M +368,374 +15%
ACA
3
Aptus Capital Advisors
Alabama
$59.8M +$15M +604,550 +33%
CAI
4
Capital Advisors Inc
Oklahoma
$59.4M +$3.04M +122,590 +5%
CIA
5
Capital Investment Advisors
Georgia
$59.3M +$4.99M +201,624 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$43.9M +$2.47M +99,689 +6%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$41.7M +$2.2M +93,383 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$36.3M -$1.18M -47,659 -3%
WIC
9
Woodmont Investment Counsel
Tennessee
$33.9M +$2.19M +88,212 +7%
UBS Group
10
UBS Group
Switzerland
$33.6M -$989K -39,938 -3%
LPL Financial
11
LPL Financial
California
$33M +$3.12M +125,850 +10%
Ameriprise
12
Ameriprise
Minnesota
$28.1M +$3.15M +127,461 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$28M +$1.73M +70,034 +7%
GWA
14
Gratus Wealth Advisors
Virginia
$26.9M +$780K +31,295 +3%
Wells Fargo
15
Wells Fargo
California
$26.4M +$1.98M +80,117 +8%
KA
16
Klingman & Associates
New York
$26.2M -$951K -38,374 -4%
KCM
17
Kathmere Capital Management
Pennsylvania
$26M +$3.87M +156,316 +18%
SIC
18
Sigma Investment Counselors
Michigan
$25.6M +$557K +22,500 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$24.6M +$2.03M +82,083 +9%
GA
20
Gateway Advisory
New Jersey
$20.6M +$1.24M +50,183 +6%
RW
21
RVW Wealth
California
$18.1M +$2.05M +82,835 +13%
HCM
22
Hengehold Capital Management
Ohio
$17M +$6.15M +248,268 +57%
Corient Private Wealth
23
Corient Private Wealth
Florida
$16.7M -$495K -20,000 -3%
Stifel Financial
24
Stifel Financial
Missouri
$16.5M +$940K +37,957 +6%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$16M +$946K +38,201 +6%
1
2 3 4 5