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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

43 hedge funds and large institutions have $86.4M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
25
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$9.59M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.44M
3
Bank of America
3
Bank of America
North Carolina
$14.4M
4
Wells Fargo
4
Wells Fargo
California
$3.66M
5
LPL Financial
5
LPL Financial
California
$1.24M

Top Sellers

1
FNB
1
Farmers National Bank
Kentucky
$0
2
KF
2
Krilogy Financial
Missouri
$3.98M
3
RG
3
Retirement Group
California
$0
4
AF
4
Arrow Financial
New York
$464K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$14.4M 536,675 +75,507 +16%
CIA
2
Capital Investment Advisors
Georgia
$9.59M 357,661 +142,292 +66%
CIM
3
Confluence Investment Management
Missouri
$9.22M 343,720 +9,889 +3%
PPWM
4
PFG Private Wealth Management
Florida
$6.15M 229,317 +10,921 +5%
Morgan Stanley
5
Morgan Stanley
New York
$4.44M 165,387 +111,170 +205%
KF
6
Krilogy Financial
Missouri
$3.98M 148,348 -5,023 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.89M 145,049 +5,681 +4%
Wells Fargo
8
Wells Fargo
California
$3.66M 136,632 +47,823 +54%
US Bancorp
9
US Bancorp
Minnesota
$3.04M 113,374 -496 -0.4%
4FG
10
4Thought Financial Group
New York
$3.01M 112,110 +4,747 +4%
Jane Street
11
Jane Street
New York
$2.56M 95,562 +12,690 +15%
SWMG
12
Signature Wealth Management Group
Georgia
$2.54M 94,839 +8,120 +9%
SSB
13
Sandy Spring Bank
Maryland
$2.48M 92,420 +6,445 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.87M 69,608 +4,425 +7%
Ameriprise
15
Ameriprise
Minnesota
$1.36M 50,766 +3,719 +8%
LPL Financial
16
LPL Financial
California
$1.24M 46,331 +30,549 +194%
BCPWM
17
Bradley & Co Private Wealth Management
Florida
$1.23M 46,021 – –
ISB
18
Iowa State Bank
Iowa
$1.2M 44,890 +24,304 +118%
PWS
19
Peloton Wealth Strategists
Indiana
$1.14M 42,500 +22,000 +107%
UBS Group
20
UBS Group
Switzerland
$1.01M 37,644 +5,918 +19%
CA
21
CGN Advisors
Kansas
$861K 32,090 +5,521 +21%
LHC
22
Little House Capital
Massachusetts
$784K 29,220 +29,220 New
RJA
23
Raymond James & Associates
Florida
$769K 28,675 – –
RJFSA
24
Raymond James Financial Services Advisors
Florida
$757K 28,237 +10,980 +64%
ACS
25
Archford Capital Strategies
Illinois
$605K 22,555 +1,655 +8%
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