iShares iBonds Dec 2029 Term Corporate ETF
IBDU
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.
525% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 4
25% more capital invested
Capital invested by funds: $68.8M → $86.4M (+$17.5M)
0% more funds holding
Funds holding: 43 → 43 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2.15% less ownership
Funds ownership: 72.15% → 70% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$3.77M |
| 2 |
Morgan Stanley
New York
|
+$2.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.27M |
| 5 |
LPL Financial
San Diego,
California
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$133K |
| 2 |
RG
Retirement Group
San Diego,
California
|
-$95K |
| 3 |
AF
Arrow Financial
Glens Falls,
New York
|
-$36.3K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$27K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$13.1K |
IBDU Hedge Fund Activity: Q2 2021 in Review
43 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q2 2021, worth a combined $86.4M — up 25% from $68.8M a quarter earlier.
Fund positioning in IBDU was balanced in Q2 2021: 4 funds opened new positions, 4 closed out, 25 added to existing stakes and 4 trimmed.
The largest buyer was Capital Investment Advisors, adding an estimated $3.77M. The largest seller was Krilogy Financial, cutting an estimated $133K.
- 43 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $86.4M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q2 2021, up 25% quarter-over-quarter.
- 4 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q2 2021 and 4 closed out, a net change of 0 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q2 2021 was Capital Investment Advisors, an estimated $3.77M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q2 2021 was Krilogy Financial, an estimated $133K sold.
Based on aggregated 13F filings for Q2 2021.