iShares iBonds Dec 2029 Term Corporate ETF
IBDU
28 hedge funds and large institutions have $45.9M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
107% more capital invested
Capital invested by funds: $22.2M → $45.9M (+$23.8M)
100% more funds holding
Funds holding: 14 → 28 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.15% less ownership
Funds ownership: 78.93% → 77.77% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$15.9M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$4.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.78M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.27M |
| 5 |
Bank of New York Mellon
New York
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWMG
Signature Wealth Management Group
Atlanta,
Georgia
|
-$1.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$337K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$305K |
IBDU Hedge Fund Activity: Q1 2020 in Review
28 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q1 2020, worth a combined $45.9M — up 107% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IBDU positions and 1 closed out — a net gain of 15 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $15.9M. The largest seller was Signature Wealth Management Group, exiting entirely with an estimated $1.3M sold.
- 28 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q1 2020, up from 14 in Q4 2019.
- Funds reported $45.9M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q1 2020, up 107% quarter-over-quarter.
- 16 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q1 2020 and 1 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q1 2020 was Jane Street, an estimated $15.9M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q1 2020 was Signature Wealth Management Group, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2020.