iShares iBonds Dec 2029 Term Corporate ETF
IBDU
44 hedge funds and large institutions have $64.1M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
22% more funds holding
Funds holding: 36 → 44 (+8)
16% more capital invested
Capital invested by funds: $55.2M → $64.1M (+$8.92M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.44% less ownership
Funds ownership: 74.2% → 71.76% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.05M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.93M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$811K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$791K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.73M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.36M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$238K |
| 4 |
NB
Northwest Bancshares
Warren,
Pennsylvania
|
-$237K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$59K |
IBDU Hedge Fund Activity: Q4 2020 in Review
44 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2020, worth a combined $64.1M — up 16% from $55.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBDU positions and 3 closed out — a net gain of 8 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $2.5M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $2.73M sold.
- 44 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2020, up from 36 in Q3 2020.
- Funds reported $64.1M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2020, up 16% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2020 and 3 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2020 was Bank of America, an estimated $2.5M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $2.73M sold.
Based on aggregated 13F filings for Q4 2020.