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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

225 hedge funds and large institutions have $1.41B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

611% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 19

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

28% more capital invested

Capital invested by funds: $1.1B → $1.41B (+$308M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

10% more funds holding

Funds holding: 204 → 225 (+21)

2.2% less ownership

Funds ownership: 77.49% → 75.3% (-2.2%)

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIC
Woodmont Investment Counsel
Tennessee
+$32M
2
BEI
Benjamin Edwards Inc
Missouri
+$23.4M
3
Stifel Financial
Stifel Financial
Missouri
+$22.8M
4
KCM
Kathmere Capital Management
Pennsylvania
+$22.4M
5
ACA
Aptus Capital Advisors
Alabama
+$20.3M

Top Sellers

1
MLA
MB, Levis & Associates
Pennsylvania
-$12.1M
2
OMC
Old Mission Capital
Illinois
-$11.6M
3
US Bancorp
US Bancorp
Minnesota
-$3.62M
4
LF
LifePlan Financial
Minnesota
-$2.02M
5
SA
Sanctuary Advisors
Indiana
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
51
Signature Wealth Management Group
Georgia
$5.58M +$71.8K +3,099 +1%
KAS
52
Kestra Advisory Services
Texas
$5.44M +$998K +43,043 +23%
SSB
53
Sandy Spring Bank
Maryland
$5.39M +$311K +13,406 +6%
SWP
54
Stratos Wealth Partners
Ohio
$5.35M +$3.53M +152,135 +202%
HA
55
Hamel Associates
New Jersey
$5.31M +$725K +31,275 +16%
SCM
56
Spreng Capital Management
Ohio
$5.13M +$5.06M +218,174 New
PRWA
57
Platte River Wealth Advisors
Colorado
$4.98M -$241K -10,377 -5%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$4.53M +$2.13M +92,074 +91%
PA
59
Parallel Advisors
California
$4.53M +$1.51M +65,178 +51%
PWM
60
Praetorian Wealth Management
California
$4.45M +$41K +1,770 +0.9%
HFRG
61
Houlihan Financial Resource Group
Virginia
$4.43M +$725K +31,275 +20%
DSA
62
Droms Strauss Advisors
Missouri
$4.4M +$4.33M +186,997 New
KF
63
Krilogy Financial
Missouri
$4.06M +$1.88K +81 +0%
SCA
64
Snowden Capital Advisors
New York
$3.96M +$378K +16,312 +11%
LFASL
65
Lugano Financial Advisors SA (LFA)
Switzerland
$3.78M +$159K +6,881 +4%
CTC
66
Central Trust Company
Missouri
$3.75M +$977K +42,164 +36%
4FG
67
4Thought Financial Group
New York
$3.73M +$53.4K +2,302 +1%
PWP
68
Precedent Wealth Partners
Texas
$3.41M +$471K +20,314 +16%
CTWM
69
Cherry Tree Wealth Management
Minnesota
$3.39M +$433K +18,701 +15%
MGIA
70
Matthew Goff Investment Advisor
Texas
$3.35M -$1.02K -44 -0%
NDSI
71
Newman Dignan & Sheerar Inc
Rhode Island
$3.29M +$103K +4,428 +3%
BPA
72
Beacon Pointe Advisors
California
$3.25M +$228K +9,852 +8%
WI
73
WrapManager Inc
California
$3.19M +$171K +7,396 +6%
ST
74
Sabal Trust
Florida
$3.14M +$1.32M +57,097 +75%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$3.11M +$526K +22,702 +21%
1 2
3
4 5

IBDU Hedge Fund Activity: Q3 2024 in Review

225 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2024, worth a combined $1.41B — up 28% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IBDU positions and 14 closed out — a net gain of 25 holders — while 135 added to existing stakes and 19 trimmed.

The largest buyer was Woodmont Investment Counsel, opening a new position worth an estimated $32M. The largest seller was MB, Levis & Associates, exiting entirely with an estimated $12.1M sold.

  • 225 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2024, up from 204 in Q2 2024.
  • Funds reported $1.41B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2024, up 28% quarter-over-quarter.
  • 39 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2024 and 14 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2024 was Woodmont Investment Counsel, an estimated $32M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2024 was MB, Levis & Associates, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2024.