IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

36 hedge funds and large institutions have $55.1M 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.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
18
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
1
Confluence Investment Management
Missouri
$8.76M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.57M
3
US Bancorp
3
US Bancorp
Minnesota
$2.71M
4
Bank of America
4
Bank of America
North Carolina
$7.67M
5
Wells Fargo
5
Wells Fargo
California
$1.62M

Top Sellers

1
Jane Street
1
Jane Street
New York
$679K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
AFM
3
Andesa Financial Management
Pennsylvania
$0
4
Mariner
4
Mariner
Kansas
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$2.36M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$8.76M 323,945 +323,945 New
BlackRock
2
BlackRock
New York
$8.12M 300,045 – –
Bank of America
3
Bank of America
North Carolina
$7.67M 283,431 +49,555 +21%
PPWM
4
PFG Private Wealth Management
Florida
$4.93M 182,274 +14,369 +9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.73M 101,106 -175 -0.2%
US Bancorp
6
US Bancorp
Minnesota
$2.71M 100,006 +59,000 +144%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.57M 95,145 +83,082 +689%
UCFA
8
United Capital Financial Advisors
Texas
$2.36M 87,412 -5,545 -6%
SSB
9
Sandy Spring Bank
Maryland
$2.06M 76,065 +36,545 +92%
Stifel Financial
10
Stifel Financial
Missouri
$1.75M 64,731 +14,266 +28%
Wells Fargo
11
Wells Fargo
California
$1.62M 60,035 +46,255 +336%
SWMG
12
Signature Wealth Management Group
Georgia
$1.37M 50,642 -221 -0.4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.36M 50,178 +6,834 +16%
CIA
14
Capital Investment Advisors
Georgia
$870K 32,179 +32,179 New
UBS Group
15
UBS Group
Switzerland
$687K 25,418 +9,814 +63%
Jane Street
16
Jane Street
New York
$679K 25,106 -335,151 -93%
Wolverine Trading
17
Wolverine Trading
Illinois
$666K 24,576 +12,994 +112%
NA
18
Navellier & Associates
Nevada
$657K 24,300 – –
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$629K 23,250 +51 +0.2%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$519K 19,204 +19,204 New
AF
21
Arrow Financial
New York
$486K 17,961 +2,742 +18%
MA
22
MCF Advisors
Kentucky
$378K 13,987 – –
Truist Financial
23
Truist Financial
North Carolina
$359K 13,289 +1,001 +8%
NB
24
Northwest Bancshares
Pennsylvania
$237K 8,756 – –
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$154K 5,700 +12 +0.2%
1
2