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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

28 hedge funds and large institutions have $45.9M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

107% more capital invested

Capital invested by funds: $22.2M → $45.9M (+$23.8M)

100% more funds holding

Funds holding: 14 → 28 (+14)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.15% less ownership

Funds ownership: 78.93% → 77.77% (-1.2%)

Holders
28
Holders Change
+14
Holders Change %
+100%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
6
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$15.9M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$4.25M
3
Bank of America
Bank of America
North Carolina
+$2.78M
4
Stifel Financial
Stifel Financial
Missouri
+$1.27M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$1M

Top Sellers

1
SWMG
Signature Wealth Management Group
Georgia
-$1.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$337K
3
UCFA
United Capital Financial Advisors
Texas
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOSM
26
First National Bank of South Miami
Florida
$34K +$36.4K +1,429 New
MWM
27
MBE Wealth Management
Wisconsin
$25K +$27.3K +1,074 New
SWMG
28
Signature Wealth Management Group
Georgia
– -$1.3M -50,991 Closed
Morgan Stanley
29
Morgan Stanley
New York
– +$484 +19 New
1
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