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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

82 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
46
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$59.9M
2
SL
2
Summitry LLC
California
$23M
3
GA
3
Gateway Advisory
New Jersey
$8.07M
4
UBS Group
4
UBS Group
Switzerland
$9.12M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$7.15M

Top Sellers

1
CIA
1
Capital Investment Advisors
Georgia
$0
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$55.9M
5
BCPWM
5
Bradley & Co Private Wealth Management
Florida
$474K
Name Market Value Shares Shares
Change 		Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$59.9M 2,616,887 +2,616,887 New
ACA
2
Aptus Capital Advisors
Alabama
$55.9M 2,441,082 -23,290 -0.9%
KA
3
Klingman & Associates
New York
$24.7M 1,078,173 +56,563 +6%
SL
4
Summitry LLC
California
$23M 1,006,722 +1,006,722 New
Bank of America
5
Bank of America
North Carolina
$19.8M 865,992 +131,761 +18%
SIC
6
Sigma Investment Counselors
Michigan
$19.8M 863,337 +202,986 +31%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.9M 781,676 +12,334 +2%
Morgan Stanley
8
Morgan Stanley
New York
$15.3M 667,544 +119,343 +22%
Ameriprise
9
Ameriprise
Minnesota
$10.7M 467,600 +278,601 +147%
MLA
10
MB, Levis & Associates
Pennsylvania
$9.23M 403,487 +38,048 +10%
UBS Group
11
UBS Group
Switzerland
$9.12M 398,679 +332,994 +507%
GA
12
Gateway Advisory
New Jersey
$8.07M 352,792 +352,792 New
AF
13
Arrow Financial
New York
$7.76M 339,064 +48,686 +17%
PPWM
14
PFG Private Wealth Management
Florida
$7.18M 313,913 +1,642 +0.5%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$7.15M 312,337 +312,337 New
VVP
16
Venture Visionary Partners
Ohio
$7.12M 311,078 +13,157 +4%
LPL Financial
17
LPL Financial
California
$6.98M 305,091 +106,988 +54%
Jane Street
18
Jane Street
New York
$6.68M 292,163 +65,595 +29%
Wells Fargo
19
Wells Fargo
California
$5.7M 249,317 +132,095 +113%
MGIA
20
Matthew Goff Investment Advisor
Texas
$4.7M 205,624 -1,225 -0.6%
SWMG
21
Signature Wealth Management Group
Georgia
$4.62M 202,088 +17,616 +10%
PRWA
22
Platte River Wealth Advisors
Colorado
$4.62M 201,720 +201,720 New
KTM
23
Keeler Thomas Management
Utah
$4.42M 193,183 +153,233 +384%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.35M 190,177 +60,060 +46%
US Bancorp
25
US Bancorp
Minnesota
$4.2M 183,570 +6,975 +4%
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