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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

225 hedge funds and large institutions have $1.41B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

611% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 19

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

28% more capital invested

Capital invested by funds: $1.1B → $1.41B (+$308M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

10% more funds holding

Funds holding: 204 → 225 (+21)

2.2% less ownership

Funds ownership: 77.49% → 75.3% (-2.2%)

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIC
Woodmont Investment Counsel
Tennessee
+$32M
2
BEI
Benjamin Edwards Inc
Missouri
+$23.4M
3
Stifel Financial
Stifel Financial
Missouri
+$22.8M
4
KCM
Kathmere Capital Management
Pennsylvania
+$22.4M
5
ACA
Aptus Capital Advisors
Alabama
+$20.3M

Top Sellers

1
MLA
MB, Levis & Associates
Pennsylvania
-$12.1M
2
OMC
Old Mission Capital
Illinois
-$11.6M
3
US Bancorp
US Bancorp
Minnesota
-$3.62M
4
LF
LifePlan Financial
Minnesota
-$2.02M
5
SA
Sanctuary Advisors
Indiana
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
26
Seven Springs Wealth Group
Tennessee
$15.1M +$288K +12,444 +2%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$14.2M +$14M +602,855 New
AF
28
Arrow Financial
New York
$14.1M +$204K +8,789 +1%
MCM
29
MV Capital Management
Maryland
$13.2M +$584K +25,179 +5%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$13.1M +$1.01M +43,747 +9%
EFP
31
Envision Financial Planning
Tennessee
$11.1M +$367K +15,834 +3%
HCM
32
Howland Capital Management
Massachusetts
$10.9M +$3.43M +147,884 +47%
CFS
33
Commonwealth Financial Services
West Virginia
$9.29M +$510K +22,000 +6%
Lido Advisors
34
Lido Advisors
California
$8.69M +$2.39M +103,076 +39%
MA
35
MCF Advisors
Kentucky
$8.5M +$4.97M +214,361 +146%
IF
36
Ironwood Financial
Arizona
$8.1M +$1.65M +71,271 +26%
Citadel Advisors
37
Citadel Advisors
Florida
$7.71M +$6.75M +291,360 +794%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$7.57M +$486K +20,983 +7%
LWM
39
Lyell Wealth Management
California
$7.19M +$1.34M +57,724 +23%
PPWM
40
PFG Private Wealth Management
Florida
$7.02M +$142K +6,109 +2%
JWCA
41
J.W. Cole Advisors
Florida
$7.01M +$2.53M +109,370 +58%
WCM
42
Windsor Capital Management
Arizona
$6.95M +$6.85M +295,557 New
GPA
43
Guidance Point Advisors
Massachusetts
$6.86M -$355K -15,313 -5%
KTM
44
Keeler Thomas Management
Utah
$6.73M -$37.2K -1,607 -0.6%
PA
45
Probity Advisors
Texas
$6.43M +$833K +35,920 +15%
RSWM
46
Robertson Stephens Wealth Management
California
$6.43M +$466K +20,126 +8%
PWS
47
Peloton Wealth Strategists
Indiana
$6.42M +$183K +7,895 +3%
RJA
48
Raymond James & Associates
Florida
$6.01M +$1.04M +45,032 +21%
CIM
49
Confluence Investment Management
Missouri
$5.8M +$5.72M +246,605 New
JP Morgan Chase
50
JP Morgan Chase
New York
$5.7M +$5.58M +240,935 +16,778%
1
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IBDU Hedge Fund Activity: Q3 2024 in Review

225 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2024, worth a combined $1.41B — up 28% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IBDU positions and 14 closed out — a net gain of 25 holders — while 135 added to existing stakes and 19 trimmed.

The largest buyer was Woodmont Investment Counsel, opening a new position worth an estimated $32M. The largest seller was MB, Levis & Associates, exiting entirely with an estimated $12.1M sold.

  • 225 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2024, up from 204 in Q2 2024.
  • Funds reported $1.41B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2024, up 28% quarter-over-quarter.
  • 39 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2024 and 14 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2024 was Woodmont Investment Counsel, an estimated $32M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2024 was MB, Levis & Associates, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2024.