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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

82 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 9

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

46% more capital invested

Capital invested by funds: $277M → $404M (+$127M)

17% more funds holding

Funds holding: 70 → 82 (+12)

6.86% less ownership

Funds ownership: 86.84% → 79.98% (-6.9%)

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
46
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
Capital Advisors Inc
Oklahoma
+$59.1M
2
SL
Summitry LLC
California
+$22.8M
3
GA
Gateway Advisory
New Jersey
+$7.97M
4
UBS Group
UBS Group
Switzerland
+$7.53M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$7.06M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
-$19.9M
2
SVWAG
Sound View Wealth Advisors Group
Georgia
-$7.35M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$4.01M
4
ACA
Aptus Capital Advisors
Alabama
-$526K
5
BCPWM
Bradley & Co Private Wealth Management
Florida
-$256K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$39K +$27.1K +1,200 +234%
PA
77
PSI Advisors
Florida
$30.4K – – –
KOCAA
78
Knights of Columbus Asset Advisors
Connecticut
$28.3K – – –
BAM
79
Belpointe Asset Management
Nevada
$16K -$33.9K -1,500 -68%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$7.34K +$54.4K +2,406 +0.8%
BlackRock
81
BlackRock
New York
$1.14K – – –
AAS
82
Ameritas Advisory Services
Nebraska
$709 +$701 +31 New
CIA
83
Capital Investment Advisors
Georgia
– -$19.9M -897,222 Closed
SVWAG
84
Sound View Wealth Advisors Group
Georgia
– -$7.35M -318,723 Closed
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
– -$4.01M -181,078 Closed
Mariner
86
Mariner
Kansas
– -$232K -10,482 Closed
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