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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

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.

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$32.5M
2
BEI
2
Benjamin Edwards Inc
Missouri
$24.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$26.5M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$22.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$74.7M

Top Sellers

1
MLA
1
MB, Levis & Associates
Pennsylvania
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
US Bancorp
3
US Bancorp
Minnesota
$15.8M
4
LF
4
LifePlan Financial
Minnesota
$0
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
CGN Advisors
Kansas
$3.09M 131,346 +7,170 +6%
EWM
77
Executive Wealth Management
Michigan
$3.01M 128,120 +128,120 New
MSRI
78
Michael S. Ryan Inc
New York
$2.75M 116,852 +4,348 +4%
SFB
79
STAR Financial Bank
Indiana
$2.72M 115,602 +38,249 +49%
GRP
80
Global Retirement Partners
California
$2.67M 113,432 +15,652 +16%
MIH
81
Meitav Investment House
Israel
$2.32M 98,787 +8,797 +10%
IA
82
IFP Advisors
Florida
$2.32M 98,581 +151 +0.2%
MA
83
MONECO Advisors
Connecticut
$2.18M 92,855 +56,827 +158%
Osaic Holdings
84
Osaic Holdings
Arizona
$2.17M 92,299 +33,688 +57%
GT
85
Glenview Trust
Kentucky
$2.16M 91,700 +21,287 +30%
PSIWM
86
Paradigm Strategies in Wealth Management
Minnesota
$2.08M 88,527 +12,273 +16%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$2.04M 86,726 +54,898 +172%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$1.96M 83,296 – –
QFA
89
Quantum Financial Advisors
California
$1.95M 82,880 +82,880 New
Mariner
90
Mariner
Kansas
$1.88M 79,994 +2,394 +3%
SP
91
Stonebrook Private
Michigan
$1.87M 79,691 +23,912 +43%
CL
92
COWA LLC
Oklahoma
$1.87M 79,644 +79,644 New
SHA
93
Seneca House Advisors
Virginia
$1.84M 78,139 -12,775 -14%
CCM
94
Coldstream Capital Management
Washington
$1.76M 74,847 +140 +0.2%
Jane Street
95
Jane Street
New York
$1.73M 73,690 +73,690 New
FBB
96
Fulton Breakefield Broenniman
Maryland
$1.7M 72,318 +11,312 +19%
CWM
97
Cabot Wealth Management
Massachusetts
$1.65M 70,214 +29,071 +71%
FNT
98
First National Trust
Pennsylvania
$1.63M 69,540 +37,354 +116%
LWANC
99
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M 69,300 +17,600 +34%
RW
100
RVW Wealth
California
$1.6M 68,137 +52,666 +340%
2 3
4
5 6