We are live on ! Find out more
IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+1)

21% more funds holding

Funds holding: 99120 (+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%)

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
59
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$62.8M +$2.54M +114,383 +4%
ACA
2
Aptus Capital Advisors
Alabama
$34.6M -$12.9M -578,652 -27%
CIA
3
Capital Investment Advisors
Georgia
$32.8M +$4.46M +200,803 +15%
Bank of America
4
Bank of America
North Carolina
$32.8M +$10.9M +489,422 +49%
SL
5
Summitry LLC
California
$30.1M +$7.95M +357,760 +35%
Morgan Stanley
6
Morgan Stanley
New York
$26M +$3.01M +135,244 +13%
KA
7
Klingman & Associates
New York
$24.7M +$692K +31,112 +3%
SIC
8
Sigma Investment Counselors
Michigan
$19.6M -$51.5K -2,315 -0.3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$17.8M +$353K +15,864 +2%
GA
10
Gateway Advisory
New Jersey
$16.9M +$219K +9,852 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.1M +$4.62M +207,993 +39%
UBS Group
12
UBS Group
Switzerland
$15.6M +$2.94M +132,417 +23%
LPL Financial
13
LPL Financial
California
$15.1M +$7.53M +338,807 +97%
AF
14
Arrow Financial
New York
$11.2M +$3.24M +145,722 +40%
Ameriprise
15
Ameriprise
Minnesota
$10.8M -$542K -24,355 -5%
MLA
16
MB, Levis & Associates
Pennsylvania
$10.6M +$164K +7,389 +2%
US Bancorp
17
US Bancorp
Minnesota
$10.3M +$3.37M +151,604 +48%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$9.34M +$1.83M +82,313 +24%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.33M +$2.01M +90,263 +27%
EFP
20
Envision Financial Planning
Tennessee
$8.7M +$8.83M +397,055 New
MCM
21
MV Capital Management
Maryland
$8.44M +$7.74M +348,067 +935%
VVP
22
Venture Visionary Partners
Ohio
$7.48M +$272K +12,248 +4%
KTM
23
Keeler Thomas Management
Utah
$5.93M +$284K +12,761 +5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.85M +$392K +17,636 +7%
PRWA
25
Platte River Wealth Advisors
Colorado
$5.72M +$16.3K +735 +0.3%

IBDU Hedge Fund Activity: Q3 2023 in Review

120 of the 6,301 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.