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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

54 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $116M → $123M (+$6.42M)

0.27% more ownership

Funds ownership: 78.29% → 78.56% (+0.27%)

2% less funds holding

Funds holding: 55 → 54 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
33
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIC
Sigma Investment Counselors
Michigan
+$13M
2
CIA
Capital Investment Advisors
Georgia
+$1.74M
3
GPA
Guidance Point Advisors
Massachusetts
+$1.28M
4
AC
Avestar Capital
New York
+$995K
5
Bank of America
Bank of America
North Carolina
+$992K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.83M
2
Jane Street
Jane Street
New York
-$1.86M
3
KF
Krilogy Financial
Missouri
-$1.58M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$889K
5
Wells Fargo
Wells Fargo
California
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
51
Ellis Investment Partners
Pennsylvania
$39K +$76 +3 +0.2%
KOCAA
52
Knights of Columbus Asset Advisors
Connecticut
$30K – – –
FNBOSM
53
First National Bank of South Miami
Florida
$25K – – –
HNB
54
Huntington National Bank
Ohio
$10K – – –
BlackRock
55
BlackRock
New York
$1K – – –
Jane Street
56
Jane Street
New York
– -$1.86M -70,593 Closed
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
– -$889K -33,772 Closed
NA
58
Navellier & Associates
Nevada
– -$363K -13,800 Closed
TAM
59
Tucker Asset Management
Colorado
– -$9.49K -360 Closed
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
– -$9K -330 Closed
Bessemer Group
61
Bessemer Group
New Jersey
– -$4K -134 Closed
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