iShares iBonds Dec 2029 Term Corporate ETF
IBDU
68 hedge funds and large institutions have $287M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 9 reducing their positions, and 3 closing their positions.
344% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 9
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
25% more capital invested
Capital invested by funds: $230M → $287M (+$57.4M)
3% more funds holding
Funds holding: 66 → 68 (+2)
2.68% less ownership
Funds ownership: 89.41% → 86.74% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$17.8M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.1M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$12.3M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.75M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.57M |
| 2 |
ISB
Iowa State Bank
Urbandale,
Iowa
|
-$1.1M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$386K |
| 4 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
-$381K |
| 5 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$179K |
IBDU Hedge Fund Activity: Q3 2022 in Review
68 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2022, worth a combined $287M — up 25% from $230M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBDU positions and 3 closed out — a net gain of 3 holders — while 40 added to existing stakes and 9 trimmed.
The largest buyer was Stifel Financial, adding an estimated $17.8M. The largest seller was Jane Street, cutting an estimated $1.57M.
- 68 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2022, up from 66 in Q2 2022.
- Funds reported $287M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2022, up 25% quarter-over-quarter.
- 6 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2022 and 3 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2022 was Stifel Financial, an estimated $17.8M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2022 was Jane Street, an estimated $1.57M sold.
Based on aggregated 13F filings for Q3 2022.