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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
CA
76
CGN Advisors
Kansas
$3.09M +$166K +7,170 +6%
EWM
77
Executive Wealth Management
Michigan
$3.01M +$2.97M +128,120 New
MSRI
78
Michael S. Ryan Inc
New York
$2.75M +$101K +4,348 +4%
SFB
79
STAR Financial Bank
Indiana
$2.72M +$887K +38,249 +49%
GRP
80
Global Retirement Partners
California
$2.67M +$363K +15,652 +16%
MIH
81
Meitav Investment House
Israel
$2.32M +$204K +8,797 +10%
IA
82
IFP Advisors
Florida
$2.32M +$3.5K +151 +0.2%
MA
83
MONECO Advisors
Connecticut
$2.18M +$1.32M +56,827 +158%
Osaic Holdings
84
Osaic Holdings
Arizona
$2.17M +$781K +33,688 +57%
GT
85
Glenview Trust
Kentucky
$2.16M +$493K +21,287 +30%
PSIWM
86
Paradigm Strategies in Wealth Management
Minnesota
$2.08M +$284K +12,273 +16%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$1.27M +54,898 +172%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$1.96M – – –
QFA
89
Quantum Financial Advisors
California
$1.95M +$1.92M +82,880 New
Mariner
90
Mariner
Kansas
$1.88M +$55.5K +2,394 +3%
SP
91
Stonebrook Private
Michigan
$1.87M +$554K +23,912 +43%
CL
92
COWA LLC
Oklahoma
$1.87M +$1.85M +79,644 New
SHA
93
Seneca House Advisors
Virginia
$1.84M -$296K -12,775 -14%
CCM
94
Coldstream Capital Management
Washington
$1.76M +$3.25K +140 +0.2%
Jane Street
95
Jane Street
New York
$1.73M +$1.71M +73,690 New
FBB
96
Fulton Breakefield Broenniman
Maryland
$1.7M +$262K +11,312 +19%
CWM
97
Cabot Wealth Management
Massachusetts
$1.65M +$674K +29,071 +71%
FNT
98
First National Trust
Pennsylvania
$1.63M +$866K +37,354 +116%
LWANC
99
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M +$408K +17,600 +34%
RW
100
RVW Wealth
California
$1.6M +$1.22M +52,666 +340%
2 3
4
5 6

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.