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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

34 hedge funds and large institutions have $46.3M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

21% more funds holding

Funds holding: 28 → 34 (+6)

1% more capital invested

Capital invested by funds: $45.9M → $46.3M (+$381K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.81% less ownership

Funds ownership: 77.77% → 76.96% (-0.81%)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
13
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.68M
2
SWMG
Signature Wealth Management Group
Georgia
+$1.31M
3
US Bancorp
US Bancorp
Minnesota
+$1.06M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$999K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$597K

Top Sellers

1
Jane Street
Jane Street
New York
-$6.81M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$4.03M
3
Citadel Advisors
Citadel Advisors
Florida
-$637K
4
UCFA
United Capital Financial Advisors
Texas
-$404K
5
BEI
Benjamin Edwards Inc
Missouri
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$9.64M -$6.81M -264,294 -42%
BlackRock
2
BlackRock
New York
$8.03M – – –
Bank of America
3
Bank of America
North Carolina
$6.25M +$1.68M +65,419 +39%
PPWM
4
PFG Private Wealth Management
Florida
$4.49M +$101K +3,922 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.71M -$156K -6,051 -6%
UCFA
6
United Capital Financial Advisors
Texas
$2.49M -$404K -15,679 -14%
SWMG
7
Signature Wealth Management Group
Georgia
$1.36M +$1.31M +50,863 New
Stifel Financial
8
Stifel Financial
Missouri
$1.35M +$18.9K +734 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.16M +$102K +3,960 +10%
US Bancorp
10
US Bancorp
Minnesota
$1.1M +$1.06M +41,006 New
SSB
11
Sandy Spring Bank
Maryland
$1.06M +$546K +21,205 +116%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.04M +$999K +38,805 New
NA
13
Navellier & Associates
Nevada
$650K – – –
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$620K +$597K +23,199 New
AFM
15
Andesa Financial Management
Pennsylvania
$432K +$417K +16,205 New
UBS Group
16
UBS Group
Switzerland
$417K +$198K +7,693 +97%
AF
17
Arrow Financial
New York
$407K +$40.9K +1,588 +12%
MA
18
MCF Advisors
Kentucky
$374K – – –
Wells Fargo
19
Wells Fargo
California
$369K +$57K +2,215 +19%
Truist Financial
20
Truist Financial
North Carolina
$329K +$316K +12,288 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$323K +$196K +7,621 +172%
Mariner
22
Mariner
Kansas
$320K +$20.3K +790 +7%
Wolverine Trading
23
Wolverine Trading
Illinois
$309K -$141K -5,472 -32%
NB
24
Northwest Bancshares
Pennsylvania
$234K +$225K +8,756 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$152K +$67.5K +2,621 +85%
1
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IBDU Hedge Fund Activity: Q2 2020 in Review

34 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q2 2020, worth a combined $46.3M — up 0.83% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IBDU positions and 5 closed out — a net gain of 6 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Bank of America, adding an estimated $1.68M. The largest seller was Jane Street, cutting an estimated $6.81M.

  • 34 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q2 2020, up from 28 in Q1 2020.
  • Funds reported $46.3M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q2 2020, up 0.83% quarter-over-quarter.
  • 11 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q2 2020 and 5 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q2 2020 was Bank of America, an estimated $1.68M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q2 2020 was Jane Street, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2020.