iShares iBonds Dec 2029 Term Corporate ETF
IBDU
227 hedge funds and large institutions have $1.41B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 136 increasing their positions, 19 reducing their positions, and 14 closing their positions.
730% more capital inflows, than outflows
Capital inflows: $311M | Capital outflows: $37.5M
616% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 19
186% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 14
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11% more funds holding
Funds holding: 205 → 227 (+22)
2.18% less ownership
Funds ownership: 77.5% → 75.32% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Woodmont Investment Counsel
Nashville,
Tennessee
|
+$32M |
| 2 |
Benjamin Edwards Inc
Clayton,
Missouri
|
+$23.4M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$22.8M |
| 4 |
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$22.4M |
| 5 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$12.1M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
-$11.6M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$3.62M |
| 4 |
LifePlan Financial
Mankato,
Minnesota
|
-$2.02M |
| 5 |
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.54M |
IBDU Hedge Fund Activity: Q3 2024 in Review
227 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2024, worth a combined $1.41B — up 28% from $1.1B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IBDU positions and 14 closed out — a net gain of 26 holders — while 136 added to existing stakes and 19 trimmed.
The largest buyer was Woodmont Investment Counsel, opening a new position worth an estimated $32M. The largest seller was MB, Levis & Associates, exiting entirely with an estimated $12.1M sold.
- 227 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2024, up from 205 in Q2 2024.
- Funds reported $1.41B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2024, up 28% quarter-over-quarter.
- 40 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2024 and 14 closed out, a net change of +26 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2024 was Woodmont Investment Counsel, an estimated $32M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2024 was MB, Levis & Associates, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2024.