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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

204 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
30
Increased
126
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$28.1M
2
ACA
2
Aptus Capital Advisors
Alabama
$52.2M
3
OMC
3
Old Mission Capital
Illinois
$11.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
CFS
5
Commonwealth Financial Services
West Virginia
$8.51M

Top Sellers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$0
2
SL
2
Summitry LLC
California
$0
3
US Bancorp
3
US Bancorp
Minnesota
$18.8M
4
SHA
4
Seneca House Advisors
Virginia
$2.06M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$558K +$6.73K +297 +1%
SWC
127
Spectrum Wealth Counsel
Indiana
$556K +$57.9K +2,556 +12%
MML Investors Services
128
MML Investors Services
Massachusetts
$544K -$23 -1 -0%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$496K +$160K +7,073 +48%
FFG
130
Foundry Financial Group
New Hampshire
$494K +$80.7K +3,559 +20%
CP
131
Camelot Portfolios
Ohio
$478K +$246K +10,836 +106%
BCPWM
132
Bradley & Co Private Wealth Management
Florida
$470K – – –
PIM
133
Penobscot Investment Management
Massachusetts
$469K +$469K +20,700 New
ATC
134
Adirondack Trust Company
New York
$464K +$67.3K +2,968 +17%
BWM
135
BCS Wealth Management
Tennessee
$459K – – –
FTUS
136
Flow Traders U.S.
New York
$450K +$450K +19,837 New
GHA
137
Granite Harbor Advisors
Texas
$419K +$104K +4,596 +33%
MBT
138
Montecito Bank & Trust
California
$414K +$101K +4,456 +32%
RW
139
REDW Wealth
New Mexico
$411K +$33.2K +1,465 +9%
GWA
140
Gratus Wealth Advisors
Virginia
$410K -$53.9K -2,359 -12%
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$408K +$178K +7,861 +78%
HAC
142
Harbor Advisory Corp
New Hampshire
$405K +$405K +17,850 New
DSC
143
Duncker Streett & Co
Missouri
$400K +$400K +17,629 New
SFO
144
Stokes Family Office
Louisiana
$399K – – –
AGP
145
Autumn Glory Partners
Texas
$391K – – –
RWM
146
Ritholtz Wealth Management
New York
$390K – – –
AF
147
Allworth Financial
California
$387K +$366K +16,009 +1,761%
MSWM
148
McGlone Suttner Wealth Management
Wisconsin
$379K -$9.16K -397 -2%
BONH
149
Bank of New Hampshire
New Hampshire
$377K -$9.07K -400 -2%
SWP
150
Summit Wealth Partners
Florida
$366K +$40.8K +1,799 +13%
4 5
6
7 8