iShares iBonds Dec 2029 Term Corporate ETF
IBDU
70 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 9 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
3% more funds holding
Funds holding: 68 → 70 (+2)
0.11% more ownership
Funds ownership: 86.74% → 86.84% (+0.11%)
4% less capital invested
Capital invested by funds: $287M → $277M (-$10.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.95M |
| 2 |
KA
Klingman & Associates
New York
|
+$7.33M |
| 3 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$7.02M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.59M |
| 5 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$6.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$29.1M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$18.6M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$18.1M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$10.5M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$1.79M |
IBDU Hedge Fund Activity: Q4 2022 in Review
70 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2022, worth a combined $277M — down 3.5% from $287M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IBDU positions and 9 closed out — a net gain of 4 holders — while 31 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.95M. The largest seller was Stifel Financial, exiting entirely with an estimated $29.1M sold.
- 70 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2022, up from 68 in Q3 2022.
- Funds reported $277M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2022, down 3.5% quarter-over-quarter.
- 13 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2022 and 9 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2022 was Morgan Stanley, an estimated $9.95M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2022 was Stifel Financial, an estimated $29.1M sold.
Based on aggregated 13F filings for Q4 2022.