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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

182 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
35
Increased
103
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$96.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$39.1M
3
Bank of America
3
Bank of America
North Carolina
$66.8M
4
WIC
4
Woodmont Investment Counsel
Tennessee
$21.6M
5
SSWG
5
Seven Springs Wealth Group
Tennessee
$11.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51M
2
SIC
2
Sigma Investment Counselors
Michigan
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
NA
4
NewEdge Advisors
Louisiana
$861K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
126
Ritholtz Wealth Management
New York
$393K 17,225 +1,500 +10%
RW
127
RVW Wealth
California
$392K 17,175 +65 +0.4%
BONH
128
Bank of New Hampshire
New Hampshire
$388K 17,010 +6,220 +58%
CA
129
Cetera Advisors
Colorado
$387K 16,939 +16,939 New
MSWM
130
McGlone Suttner Wealth Management
Wisconsin
$383K 16,805 +397 +2%
RW
131
REDW Wealth
New Mexico
$380K 16,668 +3,730 +29%
CFS
132
Commonwealth Financial Services
West Virginia
$358K 15,538 – –
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$338K 14,823 +14,823 New
LF
134
Lee Financial
Texas
$332K 14,550 – –
SWP
135
Summit Wealth Partners
Florida
$328K 14,365 – –
YWM
136
Yoder Wealth Management
California
$322K 14,100 +14,100 New
GHA
137
Granite Harbor Advisors
Texas
$317K 13,889 – –
MBT
138
Montecito Bank & Trust
California
$315K 13,784 +13,784 New
VA
139
Valmark Advisers
Ohio
$311K 13,608 +13,608 New
4WM
140
4J Wealth Management
Virginia
$301K 13,185 +13,185 New
EWA
141
EP Wealth Advisors
California
$294K 12,880 +12,880 New
JBA
142
Johnson Bixby & Associates
Washington
$286K 12,530 +12,530 New
PS
143
Principal Securities
Iowa
$256K 11,217 +962 +9%
GCA
144
Gradient Capital Advisors
California
$255K 11,171 +11,171 New
HFA
145
Highland Financial Advisors
New Jersey
$254K 11,110 – –
SPWM
146
Straight Path Wealth Management
Michigan
$243K 10,659 – –
SC
147
Scotia Capital
Ontario, Canada
$242K 10,600 – –
Creative Planning
148
Creative Planning
Kansas
$238K 10,443 +10,443 New
CP
149
Camelot Portfolios
Ohio
$234K 10,251 +10,251 New
FWMM
150
Foundation Wealth Management (Missouri)
Missouri
$233K 10,209 +10,209 New
4 5
6
7 8