iShares iBonds Dec 2029 Term Corporate ETF
IBDU
120 hedge funds and large institutions have $548M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 3 closing their positions.
800% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 3
211% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 19
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more funds holding
Funds holding: 99 → 120 (+21)
11% more capital invested
Capital invested by funds: $493M → $548M (+$54.4M)
4.12% less ownership
Funds ownership: 83.88% → 79.77% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$10.9M |
| 2 |
SL
Summitry LLC
Foster City,
California
|
+$7.95M |
| 3 |
MCM
MV Capital Management
Bethesda,
Maryland
|
+$7.74M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.53M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$13.3M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$12.9M |
| 3 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$1.74M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$542K |
| 5 |
KNW
Kesler Norman & Wride
Ogden,
Utah
|
-$485K |
IBDU Hedge Fund Activity: Q3 2023 in Review
120 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2023, worth a combined $548M — up 11% from $493M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IBDU positions and 3 closed out — a net gain of 24 holders — while 59 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $10.9M. The largest seller was Advisors Capital Management, exiting entirely with an estimated $13.3M sold.
- 120 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2023, up from 99 in Q2 2023.
- Funds reported $548M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 27 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2023 and 3 closed out, a net change of +24 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2023 was Bank of America, an estimated $10.9M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2023 was Advisors Capital Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q3 2023.