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iShares iBonds Dec 2029 Term Corporate ETF

120 hedge funds and large institutions have $548M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

211% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more funds holding

Funds holding: 99120 (+21)

11% more capital invested

Capital invested by funds: $493M → $548M (+$54.4M)

4.12% less ownership

Funds ownership: 83.88%79.77% (-4.1%)

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
59
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$1.21M +$876K +39,417 +251%
LHC
52
Little House Capital
Massachusetts
$1.17M +$120K +5,404 +11%
AWM
53
AE Wealth Management
Kansas
$1.09M +$1.11M +49,879 New
KNW
54
Kesler Norman & Wride
Utah
$956K -$485K -21,801 -33%
CPIA
55
Cornell Pochily Investment Advisors
New York
$901K +$915K +41,149 New
BPA
56
Beacon Pointe Advisors
California
$880K +$343K +15,409 +62%
NA
57
Navellier & Associates
Nevada
$850K +$863K +38,828 New
ABC
58
Associated Banc-Corp
Wisconsin
$844K -$120K -5,415 -12%
NA
59
NewEdge Advisors
Louisiana
$827K -$448K -20,150 -35%
KAS
60
Kestra Advisory Services
Texas
$749K +$761K +34,218 New
FNB
61
Farmers National Bank
Kentucky
$743K +$46.5K +2,090 +7%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$706K -$7.38K -332 -1%
MSRI
63
Michael S. Ryan Inc
New York
$704K +$725K +32,594 New
HFRG
64
Houlihan Financial Resource Group
Virginia
$699K +$718K +32,279 New
MML Investors Services
65
MML Investors Services
Massachusetts
$640K -$96.6K -4,344 -13%
CWM
66
Cabot Wealth Management
Massachusetts
$588K +$597K +26,834 New
BEI
67
Benjamin Edwards Inc
Missouri
$579K -$6.71K -302 -1%
DWT
68
Dorsey & Whitney Trust
South Dakota
$569K
RBC
69
Roble Belko & Company
Pennsylvania
$513K +$29.6K +1,330 +6%
PSIWM
70
Paradigm Strategies in Wealth Management
Minnesota
$480K +$487K +21,907 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$471K -$433K -19,463 -47%
BCPWM
72
Bradley & Co Private Wealth Management
Florida
$454K
OMC
73
Old Mission Capital
Illinois
$454K +$171K +7,679 +59%
CTC
74
Central Trust Company
Missouri
$420K +$56.4K +2,535 +15%
FBB
75
Fulton Breakefield Broenniman
Maryland
$418K +$131K +5,905 +45%

IBDU Hedge Fund Activity: Q3 2023 in Review

120 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2023, worth a combined $548M — up 11% from $493M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBDU positions and 3 closed out — a net gain of 24 holders — while 59 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $10.9M. The largest seller was Advisors Capital Management, exiting entirely with an estimated $13.3M sold.

  • 120 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2023, up from 99 in Q2 2023.
  • Funds reported $548M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2023 and 3 closed out, a net change of +24 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2023 was Bank of America, an estimated $10.9M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2023 was Advisors Capital Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2023.