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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

70 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 68 → 70 (+2)

0.11% more ownership

Funds ownership: 86.74% → 86.84% (+0.11%)

4% less capital invested

Capital invested by funds: $287M → $277M (-$10.1M)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
31
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.95M
2
KA
Klingman & Associates
New York
+$7.33M
3
SVWAG
Sound View Wealth Advisors Group
Georgia
+$7.02M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.59M
5
VVP
Venture Visionary Partners
Ohio
+$6.56M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$29.1M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$18.6M
3
CIM
Confluence Investment Management
Missouri
-$18.1M
4
ACA
Aptus Capital Advisors
Alabama
-$10.5M
5
KF
Krilogy Financial
Missouri
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
76
Lee Financial
Texas
– -$317K -14,550 Closed
EIP
77
Ellis Investment Partners
Pennsylvania
– -$35K -1,639 Closed
FNBOSM
78
First National Bank of South Miami
Florida
– -$14K -656 Closed
RIA
79
Realta Investment Advisors
Delaware
– -$10K -451 Closed
1 2 3
4

IBDU Hedge Fund Activity: Q4 2022 in Review

70 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2022, worth a combined $277M — down 3.5% from $287M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBDU positions and 9 closed out — a net gain of 4 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.95M. The largest seller was Stifel Financial, exiting entirely with an estimated $29.1M sold.

  • 70 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2022, up from 68 in Q3 2022.
  • Funds reported $277M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2022 and 9 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2022 was Morgan Stanley, an estimated $9.95M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2022 was Stifel Financial, an estimated $29.1M sold.

Based on aggregated 13F filings for Q4 2022.