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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

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.

New
Increased
Maintained
Reduced
Closed

506% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 17

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

21% more capital invested

Capital invested by funds: $803M → $970M (+$166M)

17% more funds holding

Funds holding: 156 → 182 (+26)

10.5% less ownership

Funds ownership: 87.83% → 77.33% (-10%)

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.62%
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

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$79.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.3M
3
Bank of America
Bank of America
North Carolina
+$23.1M
4
WIC
Woodmont Investment Counsel
Tennessee
+$21.6M
5
SSWG
Seven Springs Wealth Group
Tennessee
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$45M
2
SIC
Sigma Investment Counselors
Michigan
-$23.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$23.2M
4
NA
NewEdge Advisors
Louisiana
-$7.95M
5
Goldman Sachs
Goldman Sachs
New York
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
126
Ritholtz Wealth Management
New York
$393K +$34.2K +1,500 +10%
RW
127
RVW Wealth
California
$392K +$1.48K +65 +0.4%
BONH
128
Bank of New Hampshire
New Hampshire
$388K +$142K +6,220 +58%
CA
129
Cetera Advisors
Colorado
$387K +$386K +16,939 New
MSWM
130
McGlone Suttner Wealth Management
Wisconsin
$383K +$9.06K +397 +2%
RW
131
REDW Wealth
New Mexico
$380K +$85.1K +3,730 +29%
CFS
132
Commonwealth Financial Services
West Virginia
$358K – – –
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$338K +$338K +14,823 New
LF
134
Lee Financial
Texas
$332K – – –
SWP
135
Summit Wealth Partners
Florida
$328K – – –
YWM
136
Yoder Wealth Management
California
$322K +$322K +14,100 New
GHA
137
Granite Harbor Advisors
Texas
$317K – – –
MBT
138
Montecito Bank & Trust
California
$315K +$314K +13,784 New
VA
139
Valmark Advisers
Ohio
$311K +$310K +13,608 New
4WM
140
4J Wealth Management
Virginia
$301K +$301K +13,185 New
EWA
141
EP Wealth Advisors
California
$294K +$294K +12,880 New
JBA
142
Johnson Bixby & Associates
Washington
$286K +$286K +12,530 New
PS
143
Principal Securities
Iowa
$256K +$21.9K +962 +9%
GCA
144
Gradient Capital Advisors
California
$255K +$255K +11,171 New
HFA
145
Highland Financial Advisors
New Jersey
$254K – – –
SPWM
146
Straight Path Wealth Management
Michigan
$243K – – –
SC
147
Scotia Capital
Ontario, Canada
$242K – – –
Creative Planning
148
Creative Planning
Kansas
$238K +$238K +10,443 New
CP
149
Camelot Portfolios
Ohio
$234K +$234K +10,251 New
FWMM
150
Foundation Wealth Management (Missouri)
Missouri
$233K +$233K +10,209 New
4 5
6
7 8

IBDU Hedge Fund Activity: Q1 2024 in Review

182 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q1 2024, worth a combined $970M — up 21% from $803M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDU positions and 8 closed out — a net gain of 27 holders — while 103 added to existing stakes and 17 trimmed.

The largest buyer was Ameriprise, adding an estimated $79.6M. The largest seller was Morgan Stanley, cutting an estimated $45M.

  • 182 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q1 2024, up from 156 in Q4 2023.
  • Funds reported $970M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q1 2024, up 21% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q1 2024 and 8 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q1 2024 was Ameriprise, an estimated $79.6M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2024.