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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

99 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
53
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$29.1M
2
ACM
2
Advisors Capital Management
New Jersey
$13.3M
3
GA
3
Gateway Advisory
New Jersey
$17.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.9M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$48.4M
2
Jane Street
2
Jane Street
New York
$1.01M
3
OMC
3
Old Mission Capital
Illinois
$293K
4
Wells Fargo
4
Wells Fargo
California
$3.94M
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWMG
26
Signature Wealth Management Group
Georgia
$4.64M 206,850 +4,762 +2%
MGIA
27
Matthew Goff Investment Advisor
Texas
$4.63M 206,129 +505 +0.2%
SSB
28
Sandy Spring Bank
Maryland
$4.01M 178,465 +32,655 +22%
PWS
29
Peloton Wealth Strategists
Indiana
$3.98M 177,100 +27,500 +18%
Wells Fargo
30
Wells Fargo
California
$3.94M 175,690 -73,627 -30%
GPA
31
Guidance Point Advisors
Massachusetts
$3.92M 174,488 +3,664 +2%
KF
32
Krilogy Financial
Missouri
$3.54M 157,879 +727 +0.5%
CA
33
CGN Advisors
Kansas
$3.46M 153,945 +13,775 +10%
LWM
34
Lyell Wealth Management
California
$3.41M 152,095 +41,275 +37%
SHA
35
Seneca House Advisors
Virginia
$3.18M 141,620 -1,221 -0.9%
4FG
36
4Thought Financial Group
New York
$2.83M 126,278 -3,726 -3%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.41M 107,128 +7,256 +7%
WI
38
WrapManager Inc
California
$2.02M 89,832 +1,301 +1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.71M 76,182 +2,954 +4%
SCA
40
Snowden Capital Advisors
New York
$1.69M 75,270 -377 -0.5%
ACS
41
Archford Capital Strategies
Illinois
$1.55M 68,844 +9,213 +15%
KNW
42
Kesler Norman & Wride
Utah
$1.47M 65,476 -2,679 -4%
UCFA
43
United Capital Financial Advisors
Texas
$1.44M 63,926 -1,255 -2%
NA
44
NewEdge Advisors
Louisiana
$1.3M 57,918 +390 +0.7%
LHC
45
Little House Capital
Massachusetts
$1.08M 48,232 +2,121 +5%
Jane Street
46
Jane Street
New York
$1.01M 44,831 -247,332 -85%
ABC
47
Associated Banc-Corp
Wisconsin
$987K 43,967 +280 +0.6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$920K 40,986 +988 +2%
RJA
49
Raymond James & Associates
Florida
$853K 37,975 +1,526 +4%
MCM
50
MV Capital Management
Maryland
$836K 37,226 +37,226 New
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