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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

225 hedge funds and large institutions have $1.41B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

611% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 19

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

28% more capital invested

Capital invested by funds: $1.1B → $1.41B (+$308M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

10% more funds holding

Funds holding: 204 → 225 (+21)

2.2% less ownership

Funds ownership: 77.49% → 75.3% (-2.2%)

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIC
Woodmont Investment Counsel
Tennessee
+$32M
2
BEI
Benjamin Edwards Inc
Missouri
+$23.4M
3
Stifel Financial
Stifel Financial
Missouri
+$22.8M
4
KCM
Kathmere Capital Management
Pennsylvania
+$22.4M
5
ACA
Aptus Capital Advisors
Alabama
+$20.3M

Top Sellers

Rank Fund Capital Flow
1
MLA
MB, Levis & Associates
Pennsylvania
-$12.1M
2
OMC
Old Mission Capital
Illinois
-$11.6M
3
US Bancorp
US Bancorp
Minnesota
-$3.62M
4
LF
LifePlan Financial
Minnesota
-$2.02M
5
SA
Sanctuary Advisors
Indiana
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
KNW
126
Kesler Norman & Wride
Utah
$800K +$31.3K +1,349 +4%
BFG
127
Beacon Financial Group
Texas
$797K -$144K -6,232 -16%
IWC
128
Integrated Wealth Concepts
Massachusetts
$746K +$165K +7,107 +29%
Bank of New York Mellon
129
Bank of New York Mellon
New York
$726K +$342K +14,775 +92%
VWM
130
Valley Wealth Managers
New Jersey
$726K -$1.78K -77 -0.2%
PIM
131
Penobscot Investment Management
Massachusetts
$692K +$203K +8,750 +42%
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$680K +$253K +10,926 +61%
MWM
133
Meridian Wealth Management
Kentucky
$673K +$663K +28,617 New
JIR
134
James Investment Research
Ohio
$643K – – –
OC
135
Oppenheimer & Co
New York
$627K +$618K +26,672 New
MHIC
136
Marble Harbor Investment Counsel
Massachusetts
$625K +$617K +26,600 New
Comerica Bank
137
Comerica Bank
Texas
$618K +$19.3K +832 +3%
DWT
138
Dorsey & Whitney Trust
South Dakota
$611K – – –
MML Investors Services
139
MML Investors Services
Massachusetts
$610K +$45.2K +1,950 +8%
RWP
140
Reliant Wealth Planning
Kentucky
$581K +$573K +24,719 New
SWC
141
Spectrum Wealth Counsel
Indiana
$576K – – –
FFG
142
Foundry Financial Group
New Hampshire
$571K +$58.6K +2,528 +12%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$559K +$43.7K +1,887 +9%
FCM
144
Fortis Capital Management
Washington
$506K +$499K +21,531 New
MSWM
145
McGlone Suttner Wealth Management
Wisconsin
$481K +$94.1K +4,062 +25%
BWM
146
BCS Wealth Management
Tennessee
$476K – – –
GHA
147
Granite Harbor Advisors
Texas
$457K +$22K +949 +5%
GWA
148
Gratus Wealth Advisors
Virginia
$447K +$31.9K +1,375 +8%
RW
149
REDW Wealth
New Mexico
$435K +$8.6K +371 +2%
LIM
150
Leavell Investment Management
Alabama
$428K +$421K +18,185 New
4 5
6
7 8

IBDU Hedge Fund Activity: Q3 2024 in Review

225 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2024, worth a combined $1.41B — up 28% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IBDU positions and 14 closed out — a net gain of 25 holders — while 135 added to existing stakes and 19 trimmed.

The largest buyer was Woodmont Investment Counsel, opening a new position worth an estimated $32M. The largest seller was MB, Levis & Associates, exiting entirely with an estimated $12.1M sold.

  • 225 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2024, up from 204 in Q2 2024.
  • Funds reported $1.41B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2024, up 28% quarter-over-quarter.
  • 39 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2024 and 14 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2024 was Woodmont Investment Counsel, an estimated $32M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2024 was MB, Levis & Associates, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2024.