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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

156 hedge funds and large institutions have $803M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 15

450% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

47% more capital invested

Capital invested by funds: $548M → $803M (+$256M)

30% more funds holding

Funds holding: 120 → 156 (+36)

8.06% more ownership

Funds ownership: 79.77% → 87.83% (+8.1%)

Holders
156
Holders Change
+36
Holders Change %
+30%
% of All Funds
2.27%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
44
Increased
83
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$66.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$20.1M
3
ACM
Advisors Capital Management
New Jersey
+$14.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.2M
5
Bank of America
Bank of America
North Carolina
+$9.32M

Top Sellers

1
SL
Summitry LLC
California
-$10.1M
2
Jane Street
Jane Street
New York
-$3.87M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.51M
4
ACA
Aptus Capital Advisors
Alabama
-$1.45M
5
MGIA
Matthew Goff Investment Advisor
Texas
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
51
WrapManager Inc
California
$2.44M +$161K +7,244 +7%
OMC
52
Old Mission Capital
Illinois
$2.42M +$1.86M +84,038 +406%
Stifel Financial
53
Stifel Financial
Missouri
$2.37M +$540K +24,355 +31%
IF
54
Ironwood Financial
Arizona
$2.26M +$2.17M +97,899 New
PA
55
Probity Advisors
Texas
$2.19M +$2.1M +94,914 New
Goldman Sachs
56
Goldman Sachs
New York
$2.19M +$2.1M +94,846 New
MA
57
Mutual Advisors
Nebraska
$2.13M +$126K +5,681 +7%
PWP
58
Precedent Wealth Partners
Texas
$2.13M +$2.05M +92,293 New
SCA
59
Snowden Capital Advisors
New York
$2.06M +$180K +8,100 +10%
IA
60
IFP Advisors
Florida
$2.03M +$1.89M +85,409 +3,238%
Lido Advisors
61
Lido Advisors
California
$1.81M +$1.74M +78,526 New
PA
62
Parallel Advisors
California
$1.73M +$1.5M +67,628 +923%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$1.46M +66,070 +1,397%
LFASL
64
Lugano Financial Advisors SA (LFA)
Switzerland
$1.59M +$1.53M +68,901 New
ACS
65
Archford Capital Strategies
Illinois
$1.32M -$357K -16,108 -22%
CTWM
66
Cherry Tree Wealth Management
Minnesota
$1.32M +$1.27M +57,171 New
BPA
67
Beacon Pointe Advisors
California
$1.32M +$376K +16,948 +42%
Citadel Advisors
68
Citadel Advisors
Florida
$1.31M +$37.3K +1,683 +3%
LHC
69
Little House Capital
Massachusetts
$1.26M +$19.1K +864 +2%
UCFA
70
United Capital Financial Advisors
Texas
$1.16M -$287K -12,939 -20%
SWP
71
Stratos Wealth Partners
Ohio
$1.14M +$1.09M +49,209 New
Neuberger Berman Group
72
Neuberger Berman Group
New York
$1.12M +$1.08M +48,710 New
CTC
73
Central Trust Company
Missouri
$1.1M +$633K +28,565 +149%
CPIA
74
Cornell Pochily Investment Advisors
New York
$974K +$24.2K +1,090 +3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$973K +$219K +9,901 +31%
1 2
3
4 5

IBDU Hedge Fund Activity: Q4 2023 in Review

156 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2023, worth a combined $803M — up 47% from $548M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBDU positions and 8 closed out — a net gain of 36 holders — while 83 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $66.9M. The largest seller was Summitry LLC, cutting an estimated $10.1M.

  • 156 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2023, up from 120 in Q3 2023.
  • Funds reported $803M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2023, up 47% quarter-over-quarter.
  • 44 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2023 and 8 closed out, a net change of +36 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $66.9M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2023 was Summitry LLC, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2023.