iShares iBonds Dec 2029 Term Corporate ETF
IBDU
54 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 7 closing their positions.
230% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 10
6% more capital invested
Capital invested by funds: $116M → $123M (+$6.42M)
0.27% more ownership
Funds ownership: 78.29% → 78.56% (+0.27%)
2% less funds holding
Funds holding: 55 → 54 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$13M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.74M |
| 3 |
GPA
Guidance Point Advisors
Wellesley,
Massachusetts
|
+$1.28M |
| 4 |
AC
Avestar Capital
New York
|
+$995K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$992K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.83M |
| 2 |
Jane Street
New York
|
-$1.86M |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$1.58M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$889K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$529K |
IBDU Hedge Fund Activity: Q1 2022 in Review
54 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q1 2022, worth a combined $123M — up 5.5% from $116M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IBDU and 6 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 33 added.
The largest buyer was Sigma Investment Counselors, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $3.83M.
- 54 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q1 2022, down from 55 in Q4 2021.
- Funds reported $123M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q1 2022, up 5.5% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q1 2022 and 7 closed out, a net change of -1 holder.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q1 2022 was Sigma Investment Counselors, an estimated $13M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q1 2022 was Morgan Stanley, an estimated $3.83M sold.
Based on aggregated 13F filings for Q1 2022.