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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

327 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 35

382% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 11

12% more funds holding

Funds holding: 291 → 327 (+36)

8% more capital invested

Capital invested by funds: $1.7B → $1.84B (+$138M)

0% more funds holding in top 10

Funds holding in top 10: 13 → 13 (0)

1.07% less ownership

Funds ownership: 75.46% → 74.39% (-1.1%)

Holders
327
Holders Change
+36
Holders Change %
+12.37%
% of All Funds
4.31%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
53
Increased
196
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
+$30.3M
2
Bank of America
Bank of America
North Carolina
+$15.3M
3
AWM
Apollon Wealth Management
South Carolina
+$14.6M
4
Morgan Stanley
Morgan Stanley
New York
+$12.2M
5
Truist Financial
Truist Financial
North Carolina
+$10.6M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$31.5M
2
ACM
Advisors Capital Management
New Jersey
-$8.76M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.11M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.81M
5
WWM
WJ Wealth Management
Arizona
-$3.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$191M +$15.3M +608,178 +9%
Morgan Stanley
2
Morgan Stanley
New York
$88.4M +$12.2M +484,408 +16%
CIA
3
Capital Investment Advisors
Georgia
$69.3M +$5.42M +215,938 +8%
CAI
4
Capital Advisors Inc
Oklahoma
$67.2M +$4.12M +164,069 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$53.5M +$4.07M +162,158 +8%
ACA
6
Aptus Capital Advisors
Alabama
$51.7M -$31.5M -1,255,487 -38%
UBS Group
7
UBS Group
Switzerland
$49.4M +$4.62M +183,775 +10%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$49.2M +$2.34M +93,055 +5%
Raymond James Financial
9
Raymond James Financial
Florida
$49.2M +$49.6M +1,975,838 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$42.3M +$3.95M +157,255 +10%
LPL Financial
11
LPL Financial
California
$40.4M +$4.45M +177,104 +12%
WIC
12
Woodmont Investment Counsel
Tennessee
$38.3M +$1.85M +73,607 +5%
Wells Fargo
13
Wells Fargo
California
$35.3M +$5.61M +223,570 +19%
HighTower Advisors
14
HighTower Advisors
Illinois
$32.6M +$1.85M +73,812 +6%
SL
15
Summitry LLC
California
$30.1M +$30.3M +1,208,359 New
Lido Advisors
16
Lido Advisors
California
$29.2M +$10.2M +406,365 +53%
GWA
17
Gratus Wealth Advisors
Virginia
$28.9M +$816K +32,491 +3%
SIC
18
Sigma Investment Counselors
Michigan
$27.7M +$1.21M +48,159 +5%
KA
19
Klingman & Associates
New York
$27.1M +$688K +27,402 +3%
Ameriprise
20
Ameriprise
Minnesota
$27M -$2.67M -106,458 -9%
KCM
21
Kathmere Capital Management
Pennsylvania
$23.6M +$654K +26,036 +3%
HCM
22
Hengehold Capital Management
Ohio
$23.1M +$606K +24,126 +3%
HCM
23
Howland Capital Management
Massachusetts
$23.1M +$5.16M +205,504 +28%
RW
24
RVW Wealth
California
$21.7M +$1.58M +62,756 +8%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$21.5M +$1.42M +56,379 +7%
1
2 3 4 5

IBDT Hedge Fund Activity: Q4 2024 in Review

327 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q4 2024, worth a combined $1.84B — up 8.1% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBDT positions and 11 closed out — a net gain of 42 holders — while 196 added to existing stakes and 35 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $30.3M. The largest seller was Aptus Capital Advisors, cutting an estimated $31.5M.

  • 327 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q4 2024, up from 291 in Q3 2024.
  • Funds reported $1.84B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 53 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q4 2024 and 11 closed out, a net change of +42 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q4 2024 was Summitry LLC, an estimated $30.3M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q4 2024 was Aptus Capital Advisors, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2024.