IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

99 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
53
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$29.1M
2
ACM
2
Advisors Capital Management
New Jersey
$13.3M
3
GA
3
Gateway Advisory
New Jersey
$17.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.9M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$48.4M
2
Jane Street
2
Jane Street
New York
$1.01M
3
OMC
3
Old Mission Capital
Illinois
$293K
4
Wells Fargo
4
Wells Fargo
California
$3.94M
5
NA
5
Navellier & Associates
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$754K 33,573 +33,573 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$732K 32,587 +339 +1%
FNB
53
Farmers National Bank
Kentucky
$714K 31,824 +3,001 +10%
PWM
54
Praetorian Wealth Management
California
$647K 28,821 +4,973 +21%
BEI
55
Benjamin Edwards Inc
Missouri
$601K 26,754 +425 +2%
DWT
56
Dorsey & Whitney Trust
South Dakota
$584K 26,000 – –
BPA
57
Beacon Pointe Advisors
California
$556K 24,763 +2,805 +13%
HCM
58
Howland Capital Management
Massachusetts
$540K 24,068 +24,068 New
LB
59
Leo Brokerage
Texas
$505K 22,495 +22,495 New
RBC
60
Roble Belko & Company
Pennsylvania
$496K 22,078 +14,530 +193%
Osaic Holdings
61
Osaic Holdings
Arizona
$476K 21,212 +7,037 +50%
BCPWM
62
Bradley & Co Private Wealth Management
Florida
$465K 20,728 – –
MIH
63
Meitav Investment House
Israel
$397K 17,689 +17,689 New
CTC
64
Central Trust Company
Missouri
$374K 16,642 +4,733 +40%
IWC
65
Integrated Wealth Concepts
Massachusetts
$358K 15,937 +15,937 New
Citadel Advisors
66
Citadel Advisors
Florida
$352K 15,699 +15,699 New
RW
67
RVW Wealth
California
$332K 14,801 +5,045 +52%
MSWM
68
McGlone Suttner Wealth Management
Wisconsin
$330K 14,680 +1,157 +9%
LF
69
Lee Financial
Texas
$327K 14,550 – –
GHA
70
Granite Harbor Advisors
Texas
$312K 13,889 +13,889 New
MA
71
MCF Advisors
Kentucky
$299K 13,323 – –
FBB
72
Fulton Breakefield Broenniman
Maryland
$295K 13,160 +13,160 New
OMC
73
Old Mission Capital
Illinois
$293K 13,030 -108,726 -89%
BSSFA
74
Baron Silver Stevens Financial Advisors
Florida
$274K 12,199 +44 +0.4%
RSWM
75
Robertson Stephens Wealth Management
California
$258K 11,500 +11,500 New
1 2
3
4 5