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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

82 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
46
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$59.9M
2
SL
2
Summitry LLC
California
$23M
3
GA
3
Gateway Advisory
New Jersey
$8.07M
4
UBS Group
4
UBS Group
Switzerland
$9.12M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$7.15M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$0
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$55.9M
5
BCPWM
5
Bradley & Co Private Wealth Management
Florida
$474K
Name Market Value Shares Shares
Change 		Shares
Change %
GPA
26
Guidance Point Advisors
Massachusetts
$3.91M 170,824 +15,372 +10%
KF
27
Krilogy Financial
Missouri
$3.6M 157,152 +94,845 +152%
PWS
28
Peloton Wealth Strategists
Indiana
$3.42M 149,600 +24,900 +20%
SSB
29
Sandy Spring Bank
Maryland
$3.34M 145,810 +10,480 +8%
SHA
30
Seneca House Advisors
Virginia
$3.27M 142,841 -3,697 -3%
CA
31
CGN Advisors
Kansas
$3.21M 140,170 +4,070 +3%
4FG
32
4Thought Financial Group
New York
$2.97M 130,004 -2,104 -2%
OMC
33
Old Mission Capital
Illinois
$2.79M 121,756 +121,756 New
LWM
34
Lyell Wealth Management
California
$2.54M 110,820 +30,020 +37%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.29M 99,872 +2,607 +3%
WI
36
WrapManager Inc
California
$2.03M 88,531 +19,930 +29%
SCA
37
Snowden Capital Advisors
New York
$1.73M 75,647 +61,940 +452%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.68M 73,228 +5,514 +8%
KNW
39
Kesler Norman & Wride
Utah
$1.56M 68,155 -1,330 -2%
UCFA
40
United Capital Financial Advisors
Texas
$1.49M 65,181 +348 +0.5%
ACS
41
Archford Capital Strategies
Illinois
$1.37M 59,631 +7,299 +14%
NA
42
NewEdge Advisors
Louisiana
$1.32M 57,528 -2,680 -4%
LHC
43
Little House Capital
Massachusetts
$1.06M 46,111 +1,756 +4%
ABC
44
Associated Banc-Corp
Wisconsin
$1,000K 43,687 +6,675 +18%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$915K 39,998 +39,998 New
NA
46
Navellier & Associates
Nevada
$888K 38,828 +38,828 New
RJA
47
Raymond James & Associates
Florida
$834K 36,449 +347 +1%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$738K 32,248 +271 +0.8%
FNB
49
Farmers National Bank
Kentucky
$659K 28,823 +1,820 +7%
BEI
50
Benjamin Edwards Inc
Missouri
$602K 26,329 +1,606 +6%
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