iShares iBonds Dec 2029 Term Corporate ETF
IBDU
99 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 11 reducing their positions, and 5 closing their positions.
382% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 11
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more funds holding
Funds holding: 82 → 99 (+17)
20% more capital invested
Capital invested by funds: $412M → $493M (+$81.7M)
3.9% more ownership
Funds ownership: 79.98% → 83.88% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$29.4M |
| 2 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$13.5M |
| 3 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$9.32M |
| 4 |
Morgan Stanley
New York
|
+$8.72M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$6.44M |
| 2 |
Jane Street
New York
|
-$5.61M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.46M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.67M |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
-$888K |
IBDU Hedge Fund Activity: Q2 2023 in Review
99 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q2 2023, worth a combined $493M — up 20% from $412M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IBDU positions and 5 closed out — a net gain of 17 holders — while 53 added to existing stakes and 11 trimmed.
The largest buyer was Capital Investment Advisors, opening a new position worth an estimated $29.4M. The largest seller was Aptus Capital Advisors, cutting an estimated $6.44M.
- 99 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q2 2023, up from 82 in Q1 2023.
- Funds reported $493M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q2 2023, up 20% quarter-over-quarter.
- 22 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q2 2023 and 5 closed out, a net change of +17 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q2 2023 was Capital Investment Advisors, an estimated $29.4M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q2 2023 was Aptus Capital Advisors, an estimated $6.44M sold.
Based on aggregated 13F filings for Q2 2023.