iShares iBonds Dec 2029 Term Corporate ETF
IBDU
55 hedge funds and large institutions have $116M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 10
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $102M → $116M (+$14.7M)
10% more funds holding
Funds holding: 50 → 55 (+5)
5.47% more ownership
Funds ownership: 72.82% → 78.29% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.52M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$2.41M |
| 3 |
WI
WrapManager Inc
Mill Valley,
California
|
+$1.98M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.98M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$1.77M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$578K |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$478K |
| 5 |
MA
MCF Advisors
Covington,
Kentucky
|
-$470K |
IBDU Hedge Fund Activity: Q4 2021 in Review
55 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2021, worth a combined $116M — up 14% from $102M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBDU positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 10 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.52M. The largest seller was PFG Private Wealth Management, cutting an estimated $1.77M.
- 55 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2021, up from 50 in Q3 2021.
- Funds reported $116M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2021, up 14% quarter-over-quarter.
- 10 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2021 and 5 closed out, a net change of +5 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $2.52M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2021 was PFG Private Wealth Management, an estimated $1.77M sold.
Based on aggregated 13F filings for Q4 2021.