iShares iBonds Dec 2029 Term Corporate ETF
IBDU
82 hedge funds and large institutions have $412M 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.
411% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 9
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
49% more capital invested
Capital invested by funds: $277M → $412M (+$135M)
17% more funds holding
Funds holding: 70 → 82 (+12)
6.86% less ownership
Funds ownership: 86.84% → 79.98% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$59.1M |
| 2 |
SL
Summitry LLC
Foster City,
California
|
+$22.8M |
| 3 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$7.97M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.53M |
| 5 |
Rockefeller Capital Management
New York
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$19.9M |
| 2 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$7.35M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.01M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$526K |
| 5 |
BCPWM
Bradley & Co Private Wealth Management
Miami,
Florida
|
-$256K |
IBDU Hedge Fund Activity: Q1 2023 in Review
82 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q1 2023, worth a combined $412M — up 49% from $277M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBDU positions and 4 closed out — a net gain of 13 holders — while 46 added to existing stakes and 9 trimmed.
The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $59.1M. The largest seller was Capital Investment Advisors, exiting entirely with an estimated $19.9M sold.
- 82 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q1 2023, up from 70 in Q4 2022.
- Funds reported $412M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q1 2023, up 49% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q1 2023 and 4 closed out, a net change of +13 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q1 2023 was Capital Advisors Inc, an estimated $59.1M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q1 2023 was Capital Investment Advisors, an estimated $19.9M sold.
Based on aggregated 13F filings for Q1 2023.