iShares iBonds Dec 2029 Term Corporate ETF
IBDU
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.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
383% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 6
18% more capital invested
Capital invested by funds: $86.4M → $102M (+$15.4M)
16% more funds holding
Funds holding: 43 → 50 (+7)
2.82% more ownership
Funds ownership: 70% → 72.82% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$6.02M |
| 2 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
+$2.09M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.05M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.72M |
| 5 |
LPL Financial
San Diego,
California
|
+$879K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.97M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$59K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$25.1K |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$18.9K |
| 5 |
LHC
Little House Capital
Braintree,
Massachusetts
|
-$15.8K |
IBDU Hedge Fund Activity: Q3 2021 in Review
50 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2021, worth a combined $102M — up 18% from $86.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBDU positions and 1 closed out — a net gain of 7 holders — while 29 added to existing stakes and 6 trimmed.
The largest buyer was Matthew Goff Investment Advisor, opening a new position worth an estimated $6.02M. The largest seller was Jane Street, cutting an estimated $1.97M.
- 50 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2021, up from 43 in Q2 2021.
- Funds reported $102M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2021, up 18% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2021 and 1 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2021 was Matthew Goff Investment Advisor, an estimated $6.02M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2021 was Jane Street, an estimated $1.97M sold.
Based on aggregated 13F filings for Q3 2021.