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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

70 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
31
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.2M
2
KA
2
Klingman & Associates
New York
$22.6M
3
SVWAG
3
Sound View Wealth Advisors Group
Georgia
$7.35M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.1M
5
VVP
5
Venture Visionary Partners
Ohio
$6.6M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$11K
3
CIM
3
Confluence Investment Management
Missouri
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$54.6M
5
KF
5
Krilogy Financial
Missouri
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.89M 130,117 -19,466 -13%
PWS
27
Peloton Wealth Strategists
Indiana
$2.77M 124,700 +46,000 +58%
Wells Fargo
28
Wells Fargo
California
$2.6M 117,222 +10,301 +10%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$2.16M 97,265 +2,717 +3%
LWM
30
Lyell Wealth Management
California
$1.79M 80,800 +80,800 New
KNW
31
Kesler Norman & Wride
Utah
$1.54M 69,485 -5,445 -7%
WI
32
WrapManager Inc
California
$1.52M 68,601 -11,030 -14%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.5M 67,714 -11,667 -15%
UBS Group
34
UBS Group
Switzerland
$1.46M 65,685 -72 -0.1%
UCFA
35
United Capital Financial Advisors
Texas
$1.44M 64,833 -1,191 -2%
KF
36
Krilogy Financial
Missouri
$1.38M 62,307 -81,164 -57%
ACS
37
Archford Capital Strategies
Illinois
$1.16M 52,332 +14,716 +39%
LHC
38
Little House Capital
Massachusetts
$983K 44,355 +4,398 +11%
KTM
39
Keeler Thomas Management
Utah
$886K 39,950 +39,950 New
ABC
40
Associated Banc-Corp
Wisconsin
$821K 37,012 -565 -2%
RJA
41
Raymond James & Associates
Florida
$800K 36,102 -96 -0.3%
BCPWM
42
Bradley & Co Private Wealth Management
Florida
$710K 32,040 – –
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$709K 31,977 -6,196 -16%
FNB
44
Farmers National Bank
Kentucky
$599K 27,003 +2,121 +9%
DWT
45
Dorsey & Whitney Trust
South Dakota
$576K 26,000 – –
BEI
46
Benjamin Edwards Inc
Missouri
$548K 24,723 -34,556 -58%
SCA
47
Snowden Capital Advisors
New York
$304K 13,707 -7,477 -35%
MA
48
MCF Advisors
Kentucky
$295K 13,323 -4,352 -25%
Osaic Holdings
49
Osaic Holdings
Arizona
$263K 11,902 +8,143 +217%
Mariner
50
Mariner
Kansas
$232K 10,482 +12 +0.1%
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