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iShares iBonds Dec 2029 Term Corporate ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 6870 (+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)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
31
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$54.6M -$10.5M -475,116 -16%
KA
2
Klingman & Associates
New York
$22.6M +$7.33M +332,952 +48%
CIA
3
Capital Investment Advisors
Georgia
$19.9M +$3.17M +143,763 +19%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.1M +$6.59M +299,323 +64%
Bank of America
5
Bank of America
North Carolina
$16.3M +$2.27M +103,023 +16%
SIC
6
Sigma Investment Counselors
Michigan
$14.6M +$437K +19,820 +3%
Morgan Stanley
7
Morgan Stanley
New York
$12.2M +$9.95M +451,577 +467%
MLA
8
MB, Levis & Associates
Pennsylvania
$8.1M +$8.05M +365,439 New
SVWAG
9
Sound View Wealth Advisors Group
Georgia
$7.35M +$7.02M +318,723 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.06M -$114K -5,158 -2%
PPWM
11
PFG Private Wealth Management
Florida
$6.92M +$345K +15,671 +5%
VVP
12
Venture Visionary Partners
Ohio
$6.6M +$6.56M +297,921 New
AF
13
Arrow Financial
New York
$6.44M +$4.28M +194,513 +203%
Jane Street
14
Jane Street
New York
$5.02M +$2.57M +116,735 +106%
MGIA
15
Matthew Goff Investment Advisor
Texas
$4.59M -$1.3M -59,111 -22%
LPL Financial
16
LPL Financial
California
$4.39M +$57.7K +2,618 +1%
Ameriprise
17
Ameriprise
Minnesota
$4.19M +$330K +14,994 +9%
SWMG
18
Signature Wealth Management Group
Georgia
$4.09M +$239K +10,830 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.01M +$3.99M +181,078 New
US Bancorp
20
US Bancorp
Minnesota
$3.92M +$3K +136 +0.1%
GPA
21
Guidance Point Advisors
Massachusetts
$3.45M +$448K +20,328 +15%
SHA
22
Seneca House Advisors
Virginia
$3.25M +$1.53M +69,240 +90%
CA
23
CGN Advisors
Kansas
$3.02M +$1.03M +46,615 +52%
SSB
24
Sandy Spring Bank
Maryland
$3M -$301K -13,670 -9%
4FG
25
4Thought Financial Group
New York
$2.93M +$49.1K +2,227 +2%

IBDU Hedge Fund Activity: Q4 2022 in Review

70 of the 6,221 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.