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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

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
Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$32.5M
2
BEI
2
Benjamin Edwards Inc
Missouri
$24.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$26.5M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$22.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$74.7M

Top Sellers

1
MLA
1
MB, Levis & Associates
Pennsylvania
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
US Bancorp
3
US Bancorp
Minnesota
$15.8M
4
LF
4
LifePlan Financial
Minnesota
$0
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
201
CVA Family Office
Colorado
$101K +$101K +4,300 New
WFA
202
Wells Financial Advisors
Massachusetts
$94K -$52.9K -2,250 -36%
FHA
203
First Horizon Advisors
Tennessee
$73K – – –
CAM
204
Creekmur Asset Management
Illinois
$72.6K – – –
EPW
205
Evergreen Private Wealth
Colorado
$62.6K – – –
FFA
206
Farther Finance Advisors
California
$57.1K +$56.3K +2,395 +6,843%
TC
207
Trust Company
Kansas
$51.3K – – –
PA
208
PSI Advisors
Florida
$31.3K – – –
PTC
209
Private Trust Company
Ohio
$31.2K -$1.41K -60 -4%
KOCAA
210
Knights of Columbus Asset Advisors
Connecticut
$29.1K – – –
HWM
211
Hemington Wealth Management
Virginia
$27K +$27K +1,210 New
UCB
212
United Community Bank
South Carolina
$25.3K – – –
BC
213
Barrett & Company
Rhode Island
$23.5K – – –
EB
214
Eastern Bank
Massachusetts
$20.6K +$20.6K +875 New
AF
215
Advisornet Financial
Minnesota
$19.2K +$212 +9 +1%
HIA
216
Harbor Investment Advisory
Maryland
$18.8K – – –
AWM
217
Abound Wealth Management
Tennessee
$15.2K +$15.2K +645 New
BCWM
218
Bartlett & Co Wealth Management
Ohio
$14.1K – – –
MIFH
219
Migdal Insurance & Financial Holdings
Israel
$12K +$12K +500 New
TWC
220
TD Waterhouse Canada
Ontario, Canada
$11.4K +$11.4K +486 New
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$10.9K +$9.44K +402 +670%
PGAM
222
Princeton Global Asset Management
New Jersey
$10.6K – – –
CAM
223
Costello Asset Management
Pennsylvania
$9.99K +$9.99K +425 New
FPB
224
First PREMIER Bank
South Dakota
$8K – – –
LCM
225
Logan Capital Management
Pennsylvania
$6.32K +$6.32K +269 New
6 7 8
9
10