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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

50 hedge funds and large institutions have $102M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MGIA
1
Matthew Goff Investment Advisor
Texas
$5.95M
2
KNW
2
Kesler Norman & Wride
Utah
$2.06M
3
CIA
3
Capital Investment Advisors
Georgia
$11.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.7M
5
LPL Financial
5
LPL Financial
California
$2.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$597K
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$478K
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$128K
4
NA
4
Navellier & Associates
Nevada
$367K
5
LHC
5
Little House Capital
Massachusetts
$762K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$15.1M 568,937 +32,262 +6%
CIA
2
Capital Investment Advisors
Georgia
$11.5M 433,598 +75,937 +21%
CIM
3
Confluence Investment Management
Missouri
$9.2M 345,651 +1,931 +0.6%
PPWM
4
PFG Private Wealth Management
Florida
$6.55M 246,203 +16,886 +7%
MGIA
5
Matthew Goff Investment Advisor
Texas
$5.95M 223,392 +223,392 New
Morgan Stanley
6
Morgan Stanley
New York
$4.85M 182,311 +16,924 +10%
KF
7
Krilogy Financial
Missouri
$4.02M 151,202 +2,854 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.95M 148,241 +3,192 +2%
Wells Fargo
9
Wells Fargo
California
$3.81M 143,112 +6,480 +5%
US Bancorp
10
US Bancorp
Minnesota
$3.27M 122,935 +9,561 +8%
4FG
11
4Thought Financial Group
New York
$3.19M 119,839 +7,729 +7%
SSB
12
Sandy Spring Bank
Maryland
$3.03M 113,775 +21,355 +23%
SWMG
13
Signature Wealth Management Group
Georgia
$2.54M 95,347 +508 +0.5%
LPL Financial
14
LPL Financial
California
$2.1M 78,953 +32,622 +70%
KNW
15
Kesler Norman & Wride
Utah
$2.06M 77,406 +77,406 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.88M 70,485 +877 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$1.7M 63,709 +63,709 New
Ameriprise
18
Ameriprise
Minnesota
$1.41M 52,852 +2,086 +4%
ISB
19
Iowa State Bank
Iowa
$1.35M 50,849 +5,959 +13%
UBS Group
20
UBS Group
Switzerland
$1.3M 48,965 +11,321 +30%
BCPWM
21
Bradley & Co Private Wealth Management
Florida
$1.23M 46,021 – –
PWS
22
Peloton Wealth Strategists
Indiana
$1.13M 42,500 – –
CA
23
CGN Advisors
Kansas
$901K 33,835 +1,745 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$823K 30,912 +2,675 +9%
RJA
25
Raymond James & Associates
Florida
$773K 29,032 +357 +1%
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