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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

156 hedge funds and large institutions have $803M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
156
Holders Change
+36
Holders Change %
+30%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
44
Increased
83
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$97.1M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$23.2M
3
ACM
3
Advisors Capital Management
New Jersey
$14.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27.6M
5
Bank of America
5
Bank of America
North Carolina
$44.2M

Top Sellers

1
SL
1
Summitry LLC
California
$21.2M
2
Jane Street
2
Jane Street
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$34.9M
5
MGIA
5
Matthew Goff Investment Advisor
Texas
$3.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$517K 22,412 +5,560 +33%
Comerica Bank
102
Comerica Bank
Texas
$517K 22,399 +4,942 +28%
SWC
103
Spectrum Wealth Counsel
Indiana
$507K 21,956 +21,956 New
BCPWM
104
Bradley & Co Private Wealth Management
Florida
$478K 20,728 – –
MIH
105
Meitav Investment House
Israel
$462K 20,042 +3,131 +19%
LNC
106
Lincoln National Corp
Pennsylvania
$434K 18,797 +6,343 +51%
GWA
107
Gratus Wealth Advisors
Virginia
$410K 17,788 +17,788 New
SFO
108
Stokes Family Office
Louisiana
$406K 17,610 +6,500 +59%
IWC
109
Integrated Wealth Concepts
Massachusetts
$403K 17,480 +30 +0.2%
AGP
110
Autumn Glory Partners
Texas
$396K 17,234 +742 +4%
RW
111
RVW Wealth
California
$395K 17,110 +1,333 +8%
MSWM
112
McGlone Suttner Wealth Management
Wisconsin
$379K 16,408 +1,728 +12%
RWM
113
Ritholtz Wealth Management
New York
$363K 15,725 – –
CFS
114
Commonwealth Financial Services
West Virginia
$358K 15,538 +6,352 +69%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$339K 14,680 +14,680 New
LF
116
Lee Financial
Texas
$336K 14,550 – –
SWP
117
Summit Wealth Partners
Florida
$331K 14,365 +14,365 New
GHA
118
Granite Harbor Advisors
Texas
$320K 13,889 – –
PAG
119
Private Advisor Group
New Jersey
$320K 13,883 +13,883 New
RSWM
120
Robertson Stephens Wealth Management
California
$317K 13,754 +2,254 +20%
EWM
121
Executive Wealth Management
Michigan
$310K 13,431 +13,431 New
RW
122
REDW Wealth
New Mexico
$298K 12,938 +3,274 +34%
ATC
123
Adirondack Trust Company
New York
$286K 12,619 +12,619 New
HFA
124
Highland Financial Advisors
New Jersey
$256K 11,110 +11,110 New
BONH
125
Bank of New Hampshire
New Hampshire
$249K 10,790 +5,590 +108%
3 4
5
6 7