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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
BC
176
Barrett & Company
Rhode Island
$22.8K +$22.8K +1,000 New
AF
177
Allworth Financial
California
$20.7K – – –
AF
178
Advisornet Financial
Minnesota
$18.2K +$137 +6 +0.8%
BCWM
179
Bartlett & Co Wealth Management
Ohio
$13.7K – – –
PGAM
180
Princeton Global Asset Management
New Jersey
$10.3K – – –
Jones Financial Companies
181
Jones Financial Companies
Missouri
$9.77K +$9.77K +428 New
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$1.37K +$1.37K +60 New
SIC
183
Sigma Investment Counselors
Michigan
– -$23.8M -1,033,525 Closed
HighTower Advisors
184
HighTower Advisors
Illinois
– -$23.2M -1,004,852 Closed
Goldman Sachs
185
Goldman Sachs
New York
– -$2.19M -94,846 Closed
Citadel Advisors
186
Citadel Advisors
Florida
– -$1.31M -56,799 Closed
LHC
187
Little House Capital
Massachusetts
– -$1.26M -54,500 Closed
AWM
188
AE Wealth Management
Kansas
– -$528K -23,074 Closed
ASN
189
Advisory Services Network
Georgia
– -$23.1K -1,000 Closed
PWA
190
Provenance Wealth Advisors
Florida
– -$10.1K -436 Closed
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.