iShares iBonds Dec 2029 Term Corporate ETF
IBDU
183 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 17 reducing their positions, and 8 closing their positions.
512% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 17
347% more capital inflows, than outflows
Capital inflows: $285M | Capital outflows: $63.8M
338% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 8
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
17% more funds holding
Funds holding: 157 → 183 (+26)
27.2% less ownership
Funds ownership: 104.54% → 77.34% (-27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$79.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$36.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$23.1M |
| 4 |
Woodmont Investment Counsel
Nashville,
Tennessee
|
+$21.6M |
| 5 |
Seven Springs Wealth Group
Brentwood,
Tennessee
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sigma Investment Counselors
Northville,
Michigan
|
-$23.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$23.2M |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$7.95M |
| 4 |
Goldman Sachs
New York
|
-$2.19M |
| 5 |
Old Mission Capital
Chicago,
Illinois
|
-$1.47M |
IBDU Hedge Fund Activity: Q1 2024 in Review
183 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q1 2024, worth a combined $970M — up 28% from $756M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IBDU positions and 8 closed out — a net gain of 27 holders — while 104 added to existing stakes and 17 trimmed.
The largest buyer was Ameriprise, adding an estimated $79.6M. The largest seller was Sigma Investment Counselors, exiting entirely with an estimated $23.8M sold.
- 183 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q1 2024, up from 157 in Q4 2023.
- Funds reported $970M of iShares iBonds Dec 2029 Term Corporate ETF stock for Q1 2024, up 28% quarter-over-quarter.
- 35 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q1 2024 and 8 closed out, a net change of +27 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q1 2024 was Ameriprise, an estimated $79.6M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q1 2024 was Sigma Investment Counselors, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2024.