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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

34 hedge funds and large institutions have $46.3M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

21% more funds holding

Funds holding: 28 → 34 (+6)

1% more capital invested

Capital invested by funds: $45.9M → $46.3M (+$381K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.81% less ownership

Funds ownership: 77.77% → 76.96% (-0.81%)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
13
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.68M
2
SWMG
Signature Wealth Management Group
Georgia
+$1.31M
3
US Bancorp
US Bancorp
Minnesota
+$1.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$999K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$597K

Top Sellers

1
Jane Street
Jane Street
New York
-$6.81M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$4.03M
3
Citadel Advisors
Citadel Advisors
Florida
-$637K
4
UCFA
United Capital Financial Advisors
Texas
-$404K
5
BEI
Benjamin Edwards Inc
Missouri
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$149K +$143K +5,562 New
BEI
27
Benjamin Edwards Inc
Missouri
$114K -$232K -9,028 -68%
FCA
28
FinTrust Capital Advisors
South Carolina
$107K +$103K +4,000 New
RG
29
Retirement Group
California
$86K +$82.4K +3,201 New
Osaic Holdings
30
Osaic Holdings
Arizona
$77K – – –
FNBOSM
31
First National Bank of South Miami
Florida
$54K +$15.3K +595 +42%
CTC
32
Central Trust Company
Missouri
$52K – – –
EIP
33
Ellis Investment Partners
Pennsylvania
$42K +$103 +4 +0.2%
KOCAA
34
Knights of Columbus Asset Advisors
Connecticut
$33K +$31.9K +1,239 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
– -$4.03M -167,028 Closed
Citadel Advisors
36
Citadel Advisors
Florida
– -$637K -26,404 Closed
ASN
37
Advisory Services Network
Georgia
– -$52K -2,170 Closed
MWM
38
MBE Wealth Management
Wisconsin
– -$25K -1,074 Closed
1
2

IBDU Hedge Fund Activity: Q2 2020 in Review

34 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q2 2020, worth a combined $46.3M — up 0.83% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDU positions and 5 closed out — a net gain of 6 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $1.68M. The largest seller was Jane Street, cutting an estimated $6.81M.

  • 34 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q2 2020, up from 28 in Q1 2020.
  • Funds reported $46.3M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q2 2020, up 0.83% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q2 2020 and 5 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q2 2020 was Bank of America, an estimated $1.68M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q2 2020 was Jane Street, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2020.