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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 %
TWC
201
TD Waterhouse Canada
Ontario, Canada
$292K +$281K +12,307 +2,532%
HPC
202
HM Payson & Co
Maine
$288K – – –
SWA
203
Sightline Wealth Advisors
Connecticut
$286K +$286K +12,557 New
EW
204
Element Wealth
Mississippi
$277K +$51K +2,239 +23%
RFC
205
Regions Financial Corp
Alabama
$273K +$36K +1,581 +15%
PJSIMP
206
P.J. Schmidt Investment Management (PJS)
Wisconsin
$273K +$4.13K +181 +2%
DWM
207
DecisionMap Wealth Management
Virginia
$271K +$271K +11,878 New
FCM
208
Fortis Capital Management
Washington
$270K -$221K -9,696 -45%
TFS
209
Thoroughbred Financial Services
Tennessee
$259K +$2.69K +118 +1%
PS
210
Principal Securities
Iowa
$258K +$46 +2 +0%
HFA
211
Highland Financial Advisors
New Jersey
$253K – – –
AA
212
Addison Advisors
Vermont
$249K -$10.3K -450 -4%
SC
213
Scotia Capital
Ontario, Canada
$242K +$242K +10,600 New
FTUS
214
Flow Traders U.S.
New York
$235K +$235K +10,309 New
YWM
215
Yoder Wealth Management
California
$223K – – –
CA
216
Clearstead Advisors
Ohio
$219K – – –
BFS
217
BridgePort Financial Solutions
Iowa
$212K +$212K +9,198 New
PFM
218
Phillips Financial Management
Indiana
$211K – – –
GS
219
GTS Securities
New York
$208K +$208K +9,133 New
1L
220
10Elms LLP
Oklahoma
$178K +$178K +7,800 New
KHC
221
Koesten Hirschmann & Crabtree
Kansas
$172K +$47.2K +2,070 +38%
WSFS
222
Wilmington Savings Fund Society
Delaware
$150K +$150K +6,600 New
BWL
223
Bogart Wealth LLC
Virginia
$148K – – –
HI
224
Harbour Investments
Wisconsin
$126K +$26.4K +1,156 +26%
JPMorgan Chase & Co
225
JPMorgan Chase & Co
New York
$114K -$5.41M -237,375 -98%
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9
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