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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
BAM
176
Belpointe Asset Management
Nevada
$286K +$282K +12,177 New
PJSIMP
177
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K +$40.3K +1,740 +17%
NGA
178
Naples Global Advisors
Florida
$269K +$265K +11,450 New
AA
179
Addison Advisors
Vermont
$267K +$10.4K +450 +4%
PS
180
Principal Securities
Iowa
$266K +$2.32K +100 +0.9%
TFS
181
Thoroughbred Financial Services
Tennessee
$264K -$32.1K -1,384 -11%
HFA
182
Highland Financial Advisors
New Jersey
$261K – – –
RFC
183
Regions Financial Corp
Alabama
$245K +$241K +10,414 New
TWA
184
Talisman Wealth Advisors
New Jersey
$241K +$238K +10,249 New
EW
185
Element Wealth
Mississippi
$233K +$179K +7,741 +354%
YWM
186
Yoder Wealth Management
California
$230K +$226K +9,765 New
RJT
187
Raymond James Trust
Florida
$226K +$223K +9,611 New
CA
188
Clearstead Advisors
Ohio
$226K +$223K +9,602 New
Jones Financial Companies
189
Jones Financial Companies
Missouri
$225K +$180K +7,756 +435%
PFM
190
Phillips Financial Management
Indiana
$217K – – –
HAC
191
Harbor Advisory Corp
New Hampshire
$208K -$209K -9,000 -50%
FIB
192
First Interstate Bank
Montana
$204K +$201K +8,671 New
AIA
193
Arcadia Investment Advisors
Idaho
$201K +$98.5K +4,248 +98%
NG
194
Northstar Group
New York
$200K -$46.4K -2,000 -19%
BWL
195
Bogart Wealth LLC
Virginia
$153K +$19.9K +857 +15%
FCA
196
FinTrust Capital Advisors
South Carolina
$141K – – –
SPIA
197
Steward Partners Investment Advisory
New York
$141K +$98.7K +4,260 +248%
BCV
198
Banque Cantonale Vaudoise
Switzerland
$137K +$135K +5,836 New
KHC
199
Koesten Hirschmann & Crabtree
Kansas
$128K – – –
HI
200
Harbour Investments
Wisconsin
$103K -$1.74K -75 -2%
6 7
8
9 10

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.