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iShares iBonds Dec 2029 Term Corporate ETF

70 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 6870 (+2)

0.11% more ownership

Funds ownership: 86.74%86.84% (+0.11%)

4% less capital invested

Capital invested by funds: $287M → $277M (-$10.1M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
31
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
51
RVW Wealth
California
$216K +$215K +9,756 New
AMM
52
American Money Management
California
$209K
VCM
53
Vigilant Capital Management
Maine
$168K +$88.9K +4,035 +113%
FCA
54
FinTrust Capital Advisors
South Carolina
$164K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$107K
BONH
56
Bank of New Hampshire
New Hampshire
$104K
RBC
57
Roble Belko & Company
Pennsylvania
$93K +$51.4K +2,333 +126%
HI
58
Harbour Investments
Wisconsin
$90.2K +$1.92K +87 +2%
WFA
59
Wells Financial Advisors
Massachusetts
$88.7K +$88.1K +4,000 New
IA
60
IFP Advisors
Florida
$67K +$58.6K +2,661 New
CTC
61
Central Trust Company
Missouri
$64.5K +$21.6K +979 +51%
PFM
62
Phillips Financial Management
Indiana
$55.1K +$54.8K +2,486 New
BAM
63
Belpointe Asset Management
Nevada
$48.8K +$48.5K +2,200 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$45K
PA
65
PSI Advisors
Florida
$29.5K +$29.3K +1,330 New
KOCAA
66
Knights of Columbus Asset Advisors
Connecticut
$27.5K
SBL
67
Sargent Bickham Lagudis
Colorado
$18.2K +$991 +45 +6%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$11K -$18.6M -844,516 -100%
NA
69
NewEdge Advisors
Louisiana
$1.33K +$1.33M +60,208 New
BlackRock
70
BlackRock
New York
$1.11K +$66 +3 +6%
Stifel Financial
71
Stifel Financial
Missouri
-$29.1M -1,335,587 Closed
CIM
72
Confluence Investment Management
Missouri
-$18.1M -829,390 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-$1.43M -65,518 Closed
VWA
74
Visionary Wealth Advisors
Illinois
-$877K -40,252 Closed
NA
75
Navellier & Associates
Nevada
-$846K -38,828 Closed

IBDU Hedge Fund Activity: Q4 2022 in Review

70 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2022, worth a combined $277M — down 3.5% from $287M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBDU positions and 9 closed out — a net gain of 4 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.95M. The largest seller was Stifel Financial, exiting entirely with an estimated $29.1M sold.

  • 70 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2022, up from 68 in Q3 2022.
  • Funds reported $277M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2022 and 9 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2022 was Morgan Stanley, an estimated $9.95M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2022 was Stifel Financial, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2022.