iShares iBonds Dec 2029 Term Corporate ETF
IBDU
204 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 17 reducing their positions, and 7 closing their positions.
641% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 17
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
14% more capital invested
Capital invested by funds: $970M → $1.1B (+$134M)
12% more funds holding
Funds holding: 182 → 204 (+22)
0.16% more ownership
Funds ownership: 77.33% → 77.49% (+0.16%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$28M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$10.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.37M |
| 5 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$8.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
-$21.6M |
| 2 |
SL
Summitry LLC
Foster City,
California
|
-$21.5M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.28M |
| 4 |
SHA
Seneca House Advisors
Richmond,
Virginia
|
-$1.19M |
| 5 |
Jane Street
New York
|
-$1.01M |
IBDU Hedge Fund Activity: Q2 2024 in Review
204 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q2 2024, worth a combined $1.1B — up 14% from $970M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IBDU positions and 7 closed out — a net gain of 23 holders — while 126 added to existing stakes and 17 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $28M. The largest seller was Woodmont Investment Counsel, exiting entirely with an estimated $21.6M sold.
- 204 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q2 2024, up from 182 in Q1 2024.
- Funds reported $1.1B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 30 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q2 2024 and 7 closed out, a net change of +23 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q2 2024 was HighTower Advisors, an estimated $28M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q2 2024 was Woodmont Investment Counsel, an estimated $21.6M sold.
Based on aggregated 13F filings for Q2 2024.