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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

14 hedge funds and large institutions have $22.2M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

600% more funds holding

Funds holding: 2 → 14 (+12)

172% more capital invested

Capital invested by funds: $8.15M → $22.2M (+$14M)

1.25% less ownership

Funds ownership: 80.18% → 78.93% (-1.3%)

Holders
14
Holders Change
+12
Holders Change %
+600%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$3.07M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.07M
3
Bank of America
Bank of America
North Carolina
+$1.51M
4
SWMG
Signature Wealth Management Group
Georgia
+$1.3M
5
NA
Navellier & Associates
Nevada
+$618K

Top Sellers

1
Jane Street
Jane Street
New York
-$526K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$7.66M +$1.15K +45 +0%
PPWM
2
PFG Private Wealth Management
Florida
$4.17M +$4.16M +163,435 New
UCFA
3
United Capital Financial Advisors
Texas
$3.08M +$3.07M +120,619 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.08M +$3.07M +120,584 New
Bank of America
5
Bank of America
North Carolina
$1.52M +$1.51M +59,393 New
SWMG
6
Signature Wealth Management Group
Georgia
$1.3M +$1.3M +50,991 New
NA
7
Navellier & Associates
Nevada
$621K +$618K +24,300 New
MA
8
MCF Advisors
Kentucky
$357K +$356K +13,987 New
AF
9
Arrow Financial
New York
$210K +$210K +8,242 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$61K +$61K +2,400 New
ASN
11
Advisory Services Network
Georgia
$55K +$55.2K +2,170 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$23K +$22.8K +896 New
Wells Fargo
13
Wells Fargo
California
$22K +$21.8K +856 New
SSB
14
Sandy Spring Bank
Maryland
$7K +$6.99K +275 New
Jane Street
15
Jane Street
New York
– -$526K -20,720 Closed

IBDU Hedge Fund Activity: Q4 2019 in Review

14 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2019, worth a combined $22.2M — up 172% from $8.15M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IBDU positions and 1 closed out — a net gain of 12 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $3.07M. The largest seller was Jane Street, exiting entirely with an estimated $526K sold.

  • 14 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2019, up from 2 in Q3 2019.
  • Funds reported $22.2M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2019, up 172% quarter-over-quarter.
  • 13 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2019 and 1 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2019 was United Capital Financial Advisors, an estimated $3.07M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2019 was Jane Street, an estimated $526K sold.

Based on aggregated 13F filings for Q4 2019.