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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

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.

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$54.1M
2
SPF
2
Steven Patrick Farmer
$12.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$12.7M
4
KA
4
Klingman & Associates
New York
$11.9M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$7.08M

Top Sellers

1
LC
1
Legacy CG
Texas
$72K
2
Bank of America
2
Bank of America
North Carolina
$14M
3
AC
3
Avestar Capital
New York
$0
4
ISB
4
Iowa State Bank
Iowa
$1.1M
5
Wells Fargo
5
Wells Fargo
California
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$54.1M 2,366,737 +2,366,737 New
CIA
2
Capital Investment Advisors
Georgia
$14.6M 638,226 +64,121 +11%
Bank of America
3
Bank of America
North Carolina
$14M 613,677 -69,665 -10%
SIC
4
Sigma Investment Counselors
Michigan
$13.6M 593,361 +58,345 +11%
Stifel Financial
5
Stifel Financial
Missouri
$12.7M 557,412 +535,026 +2,390%
CIM
6
Confluence Investment Management
Missouri
$12.4M 542,644 +180,905 +50%
SPF
7
Steven Patrick Farmer
$12.4M 542,644 +542,644 New
KA
8
Klingman & Associates
New York
$11.9M 521,435 +521,435 New
BFEC
9
Benjamin F. Edwards & Company
Missouri
$7.08M 309,659 +309,659 New
MGIA
10
Matthew Goff Investment Advisor
Texas
$6.12M 267,838 -2,260 -0.8%
PPWM
11
PFG Private Wealth Management
Florida
$4.84M 211,838 +20,069 +10%
Jane Street
12
Jane Street
New York
$4.07M 178,175 +178,175 New
LPL Financial
13
LPL Financial
California
$3.94M 172,319 +80,323 +87%
SWMG
14
Signature Wealth Management Group
Georgia
$3.81M 166,586 +48,615 +41%
US Bancorp
15
US Bancorp
Minnesota
$3.64M 159,044 +34,513 +28%
SSB
16
Sandy Spring Bank
Maryland
$3.58M 156,805 -1,020 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.47M 151,920 +2,741 +2%
KF
18
Krilogy Financial
Missouri
$3.25M 142,010 +53,067 +60%
4FG
19
4Thought Financial Group
New York
$2.96M 129,515 +1,936 +2%
GPA
20
Guidance Point Advisors
Massachusetts
$2.65M 116,159 +65,315 +128%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.05M 89,644 +2,664 +3%
Wells Fargo
22
Wells Fargo
California
$2M 87,359 -12,892 -13%
Morgan Stanley
23
Morgan Stanley
New York
$1.92M 84,224 +24,063 +40%
KNW
24
Kesler Norman & Wride
Utah
$1.81M 78,977 -133 -0.2%
Ameriprise
25
Ameriprise
Minnesota
$1.78M 77,769 +10,036 +15%
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