iShares iBonds Dec 2029 Term Corporate ETF
IBDU
36 hedge funds and large institutions have $55.2M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 4 closing their positions.
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $46.3M → $55.2M (+$8.87M)
6% more funds holding
Funds holding: 34 → 36 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.77% less ownership
Funds ownership: 76.96% → 74.2% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$8.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.26M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.35M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 3 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$432K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$320K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$151K |
IBDU Hedge Fund Activity: Q3 2020 in Review
36 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2020, worth a combined $55.2M — up 19% from $46.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBDU positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Confluence Investment Management, opening a new position worth an estimated $8.8M. The largest seller was Jane Street, cutting an estimated $9.11M.
- 36 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2020, up from 34 in Q2 2020.
- Funds reported $55.2M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2020, up 19% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2020 and 4 closed out, a net change of +2 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2020 was Confluence Investment Management, an estimated $8.8M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2020 was Jane Street, an estimated $9.11M sold.
Based on aggregated 13F filings for Q3 2020.