iShares iBonds Dec 2029 Term Corporate ETF
IBDU
66 hedge funds and large institutions have $230M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
121% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 14
87% more capital invested
Capital invested by funds: $123M → $230M (+$107M)
22% more funds holding
Funds holding: 54 → 66 (+12)
10.85% more ownership
Funds ownership: 78.56% → 89.41% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$55.1M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$12.5M |
| 3 |
KA
Klingman & Associates
New York
|
+$12.1M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$7.21M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$4.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Legacy CG
Plano,
Texas
|
-$3.04M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.62M |
| 3 |
AC
Avestar Capital
New York
|
-$1.48M |
| 4 |
ISB
Iowa State Bank
Urbandale,
Iowa
|
-$332K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$300K |
IBDU Hedge Fund Activity: Q2 2022 in Review
66 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q2 2022, worth a combined $230M — up 87% from $123M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBDU positions and 3 closed out — a net gain of 12 holders — while 31 added to existing stakes and 14 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $55.1M. The largest seller was Legacy CG, cutting an estimated $3.04M.
- 66 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q2 2022, up from 54 in Q1 2022.
- Funds reported $230M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q2 2022, up 87% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q2 2022 and 3 closed out, a net change of +12 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q2 2022 was Aptus Capital Advisors, an estimated $55.1M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q2 2022 was Legacy CG, an estimated $3.04M sold.
Based on aggregated 13F filings for Q2 2022.