iShares iBonds Dec 2028 Term Corporate ETF
IBDT
294 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 176 increasing their positions, 42 reducing their positions, and 15 closing their positions.
651% more capital inflows, than outflows
Capital inflows: $213M | Capital outflows: $28.3M
319% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 42
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
2% more funds holding
Funds holding: 288 → 294 (+6)
1.4% less ownership
Funds ownership: 76.89% → 75.49% (-1.4%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$23.1M |
| 2 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$20.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.2M |
| 4 |
Benjamin Edwards Inc
Clayton,
Missouri
|
+$8.52M |
| 5 |
Morgan Stanley
New York
|
+$7.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.67M |
| 2 |
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$3.17M |
| 3 |
Avantax Planning Partners
Dubuque,
Iowa
|
-$2.14M |
| 4 |
Michael S. Ryan Inc
Latham,
New York
|
-$2.01M |
| 5 |
Jane Street
New York
|
-$1.96M |
IBDT Hedge Fund Activity: Q3 2024 in Review
294 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q3 2024, worth a combined $1.7B — up 15% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBDT positions and 15 closed out — a net gain of 10 holders — while 176 added to existing stakes and 42 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $23.1M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.67M sold.
- 294 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q3 2024, up from 288 in Q2 2024.
- Funds reported $1.7B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q3 2024, up 15% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q3 2024 and 15 closed out, a net change of +10 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q3 2024 was Aptus Capital Advisors, an estimated $23.1M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q3 2024 was Susquehanna International Group, an estimated $6.67M sold.
Based on aggregated 13F filings for Q3 2024.