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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

256 hedge funds and large institutions have $1.73B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+31
Holders Change %
+13.78%
% of All Funds
3.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
47
Increased
152
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$47.1M
2
Bank of America
Bank of America
North Carolina
$128M
3
SIC
Sigma Investment Counselors
Michigan
$33.1M
4
SL
Summitry LLC
California
$32.7M
5
GWA
Gratus Wealth Advisors
Virginia
$28.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$81.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114K
3
Citadel Advisors
Citadel Advisors
Florida
$2.5M
4
NA
NewEdge Advisors
Louisiana
$16.2M
5
KCM
Kathmere Capital Management
Pennsylvania
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
226
CVA Family Office
Colorado
$98K – – –
SPIA
227
Steward Partners Investment Advisory
New York
$97.1K -$39.2K -1,721 -29%
WFA
228
Wells Financial Advisors
Massachusetts
$91.2K – – –
FHA
229
First Horizon Advisors
Tennessee
$76K +$5.13K +225 +7%
VHAM
230
Van Hulzen Asset Management
California
$71K +$71K +3,114 New
CAM
231
Creekmur Asset Management
Illinois
$70.4K – – –
BC
232
Barrett & Company
Rhode Island
$68.4K +$45.6K +2,000 +200%
PGAM
233
Princeton Global Asset Management
New Jersey
$62.9K +$52.7K +2,310 +513%
EPW
234
Evergreen Private Wealth
Colorado
$60.7K – – –
FFA
235
Farther Finance Advisors
California
$56.2K +$752 +33 +1%
TC
236
Trust Company
Kansas
$49.7K – – –
FUBT
237
First United Bank & Trust
Maryland
$47.4K +$47.4K +2,080 New
BOJHT
238
Bank of Jackson Hole Trust
Wyoming
$41.9K +$41.9K +1,839 New
HWM
239
Hemington Wealth Management
Virginia
$33K +$5.56K +245 +20%
PA
240
PSI Advisors
Florida
$30.3K – – –
PTC
241
Private Trust Company
Ohio
$30.2K – – –
KOCAA
242
Knights of Columbus Asset Advisors
Connecticut
$28.2K – – –
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$27.6K +$27.6K +1,210 New
EB
244
Eastern Bank
Massachusetts
$20K – – –
AF
245
Advisornet Financial
Minnesota
$18.9K +$296 +13 +2%
HIA
246
Harbor Investment Advisory
Maryland
$18.2K – – –
BTI
247
Blue Trust Inc
Georgia
$17.7K +$17.7K +774 New
VWM
248
Venturi Wealth Management
Texas
$16.3K +$16.3K +717 New
BCWM
249
Bartlett & Co Wealth Management
Ohio
$13.7K – – –
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$10.7K +$137 +6 +1%
7 8 9
10
11