IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

256 hedge funds and large institutions have $1.73B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+31
Holders Change %
+13.78%
% of All Funds
3.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
47
Increased
152
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$47.1M
2
Bank of America
Bank of America
North Carolina
$128M
3
SIC
Sigma Investment Counselors
Michigan
$33.1M
4
SL
Summitry LLC
California
$32.7M
5
GWA
Gratus Wealth Advisors
Virginia
$28.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$81.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114K
3
Citadel Advisors
Citadel Advisors
Florida
$2.5M
4
NA
NewEdge Advisors
Louisiana
$16.2M
5
KCM
Kathmere Capital Management
Pennsylvania
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
126
Mutual Advisors
Nebraska
$1.29M -$54K -2,367 -4%
CBT
127
Crews Bank & Trust
Florida
$1.28M +$1.28M +55,925 New
ACS
128
Archford Capital Strategies
Illinois
$1.26M -$37.1K -1,629 -3%
Creative Planning
129
Creative Planning
Kansas
$1.17M +$254K +11,129 +28%
JAG
130
Journey Advisory Group
Kentucky
$1.11M – – –
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$1.11M +$564K +24,739 +104%
LHC
132
Little House Capital
Massachusetts
$1.1M -$137K -6,024 -11%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$1.1M +$398K +17,446 +57%
CPIA
134
Cornell Pochily Investment Advisors
New York
$1.1M +$24K +1,054 +2%
MWM
135
Meridian Wealth Management
Kentucky
$1.09M +$440K +19,295 +67%
MTWM
136
Masso Torrence Wealth Management
New Jersey
$1.07M +$205K +8,986 +24%
BFG
137
Beacon Financial Group
Texas
$977K +$204K +8,944 +26%
CSP
138
Cary Street Partners
Virginia
$970K +$970K +42,536 New
RBC
139
Roble Belko & Company
Pennsylvania
$967K +$89.4K +3,921 +10%
BSAM
140
Blue Square Asset Management
New York
$931K +$931K +40,819 New
FFIC
141
First Fiduciary Investment Counsel
Ohio
$928K +$928K +40,690 New
MBT
142
Montecito Bank & Trust
California
$925K +$131K +5,734 +16%
I
143
InvesTrust
Oklahoma
$905K +$905K +39,658 New
CP
144
Camelot Portfolios
Ohio
$886K +$886K +38,843 New
FNB
145
Farmers National Bank
Kentucky
$881K +$881K +38,649 New
PIM
146
Penobscot Investment Management
Massachusetts
$880K +$209K +9,150 +31%
Comerica Bank
147
Comerica Bank
Texas
$826K +$227K +9,941 +38%
OC
148
Oppenheimer & Co
New York
$818K +$210K +9,207 +35%
Truist Financial
149
Truist Financial
North Carolina
$801K +$15.4K +674 +2%
MFG
150
Mendota Financial Group
Wisconsin
$796K -$167K -7,327 -17%
4 5
6
7 8