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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

82 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
46
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$59.9M
2
SL
2
Summitry LLC
California
$23M
3
GA
3
Gateway Advisory
New Jersey
$8.07M
4
UBS Group
4
UBS Group
Switzerland
$9.12M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$7.15M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$0
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$55.9M
5
BCPWM
5
Bradley & Co Private Wealth Management
Florida
$474K
Name Market Value Shares Shares
Change 		Shares
Change %
DWT
51
Dorsey & Whitney Trust
South Dakota
$595K 26,000 – –
PWM
52
Praetorian Wealth Management
California
$546K 23,848 +23,848 New
BPA
53
Beacon Pointe Advisors
California
$502K 21,958 +21,958 New
BCPWM
54
Bradley & Co Private Wealth Management
Florida
$474K 20,728 -11,312 -35%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$430K 18,785 +18,785 New
LF
56
Lee Financial
Texas
$333K 14,550 +14,550 New
Osaic Holdings
57
Osaic Holdings
Arizona
$324K 14,175 +2,273 +19%
MSWM
58
McGlone Suttner Wealth Management
Wisconsin
$309K 13,523 +13,523 New
MA
59
MCF Advisors
Kentucky
$305K 13,323 – –
BSSFA
60
Baron Silver Stevens Financial Advisors
Florida
$278K 12,155 +12,155 New
CTC
61
Central Trust Company
Missouri
$272K 11,909 +9,000 +309%
VCM
62
Vigilant Capital Management
Maine
$249K 10,875 +3,275 +43%
RW
63
RVW Wealth
California
$223K 9,756 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$219K 9,577 +4,735 +98%
AMM
65
American Money Management
California
$209K 9,151 -264 -3%
Truist Financial
66
Truist Financial
North Carolina
$202K 8,819 +8,819 New
RBC
67
Roble Belko & Company
Pennsylvania
$173K 7,548 +3,363 +80%
FCA
68
FinTrust Capital Advisors
South Carolina
$164K 7,399 – –
BONH
69
Bank of New Hampshire
New Hampshire
$108K 4,700 – –
HI
70
Harbour Investments
Wisconsin
$93.7K 4,094 +27 +0.7%
WFA
71
Wells Financial Advisors
Massachusetts
$91.5K 4,000 – –
PA
72
Parallel Advisors
California
$80.1K 3,500 +3,500 New
IA
73
IFP Advisors
Florida
$68.3K 2,717 +56 +2%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$60K 2,605 +584 +29%
PFM
75
Phillips Financial Management
Indiana
$56.9K 2,486 – –
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