iShares iBonds Dec 2029 Term Corporate ETF
IBDU
43 hedge funds and large institutions have $68.8M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 11 closing their positions.
425% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 4
7% more capital invested
Capital invested by funds: $64.1M → $68.8M (+$4.72M)
0.4% more ownership
Funds ownership: 71.76% → 72.15% (+0.4%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 44 → 43 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$4.1M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.3M |
| 4 |
Morgan Stanley
New York
|
+$1.37M |
| 5 |
Jane Street
New York
|
+$1.35M |
Top Sellers
| 1 |
BlackRock
New York
|
-$8.25M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.07M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.35M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$799K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$629K |
IBDU Hedge Fund Activity: Q1 2021 in Review
43 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q1 2021, worth a combined $68.8M — up 7.4% from $64.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IBDU and 10 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 21 added.
The largest buyer was Krilogy Financial, opening a new position worth an estimated $4.1M. The largest seller was BlackRock, exiting entirely with an estimated $8.25M sold.
- 43 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q1 2021, down from 44 in Q4 2020.
- Funds reported $68.8M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q1 2021, up 7.4% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q1 2021 and 11 closed out, a net change of -1 holder.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q1 2021 was Krilogy Financial, an estimated $4.1M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q1 2021 was BlackRock, an estimated $8.25M sold.
Based on aggregated 13F filings for Q1 2021.