iShares iBonds Dec 2029 Term Corporate ETF
IBDU
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.
453% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 15
450% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
47% more capital invested
Capital invested by funds: $548M → $803M (+$256M)
30% more funds holding
Funds holding: 120 → 156 (+36)
8.06% more ownership
Funds ownership: 79.77% → 87.83% (+8.1%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$66.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$20.1M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$14.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$9.32M |
Top Sellers
| 1 |
SL
Summitry LLC
Foster City,
California
|
-$10.1M |
| 2 |
Jane Street
New York
|
-$3.87M |
| 3 |
Bank of New York Mellon
New York
|
-$2.51M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$1.45M |
| 5 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
-$1.34M |
IBDU Hedge Fund Activity: Q4 2023 in Review
156 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2023, worth a combined $803M — up 47% from $548M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IBDU positions and 8 closed out — a net gain of 36 holders — while 83 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.9M. The largest seller was Summitry LLC, cutting an estimated $10.1M.
- 156 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2023, up from 120 in Q3 2023.
- Funds reported $803M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2023, up 47% quarter-over-quarter.
- 44 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2023 and 8 closed out, a net change of +36 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $66.9M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2023 was Summitry LLC, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2023.