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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

156 hedge funds and large institutions have $803M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
156
Holders Change
+36
Holders Change %
+30%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
44
Increased
83
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$23.2M
3
ACM
3
Advisors Capital Management
New Jersey
$14.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27.6M
5
Bank of America
5
Bank of America
North Carolina
$44.2M

Top Sellers

1
SL
1
Summitry LLC
California
$21.2M
2
Jane Street
2
Jane Street
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$34.9M
5
MGIA
5
Matthew Goff Investment Advisor
Texas
$3.35M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$8.84M 386,254 +348,486 +923%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$7.35M 318,723 +318,723 New
PPWM
28
PFG Private Wealth Management
Florida
$6.41M 277,892 +28,837 +12%
KTM
29
Keeler Thomas Management
Utah
$6.34M 274,806 +10,343 +4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$6.3M 272,951 +5,819 +2%
GPA
31
Guidance Point Advisors
Massachusetts
$5.44M 235,740 +44,737 +23%
PWS
32
Peloton Wealth Strategists
Indiana
$5.33M 231,200 +18,800 +9%
SWMG
33
Signature Wealth Management Group
Georgia
$5M 216,529 +216,529 New
PRWA
34
Platte River Wealth Advisors
Colorado
$4.64M 201,019 -60,098 -23%
SSB
35
Sandy Spring Bank
Maryland
$4.56M 197,552 +8,200 +4%
SHA
36
Seneca House Advisors
Virginia
$4.15M 179,951 +13,566 +8%
LWM
37
Lyell Wealth Management
California
$4.14M 179,495 +16,145 +10%
KF
38
Krilogy Financial
Missouri
$3.86M 167,298 +6,997 +4%
MGIA
39
Matthew Goff Investment Advisor
Texas
$3.35M 145,049 -60,352 -29%
PWM
40
Praetorian Wealth Management
California
$3.12M 135,181 +46,983 +53%
CA
41
CGN Advisors
Kansas
$3.1M 134,285 -26,390 -16%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$3.05M 132,194 +130,994 +10,916%
RJA
43
Raymond James & Associates
Florida
$3.05M 132,191 +66,590 +102%
KAS
44
Kestra Advisory Services
Texas
$2.98M 129,359 +95,141 +278%
MA
45
MCF Advisors
Kentucky
$2.93M 126,854 +1,712 +1%
HCM
46
Howland Capital Management
Massachusetts
$2.91M 126,351 +33,039 +35%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$2.9M 125,566 -2,293 -2%
4FG
48
4Thought Financial Group
New York
$2.83M 122,787 -5,018 -4%
HFRG
49
Houlihan Financial Resource Group
Virginia
$2.52M 109,079 +76,800 +238%
MSRI
50
Michael S. Ryan Inc
New York
$2.5M 108,221 +75,627 +232%
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