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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

225 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 39 funds opening new positions, 135 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

611% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 19

179% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 14

28% more capital invested

Capital invested by funds: $1.1B → $1.41B (+$308M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

10% more funds holding

Funds holding: 204 → 225 (+21)

2.2% less ownership

Funds ownership: 77.49% → 75.3% (-2.2%)

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIC
Woodmont Investment Counsel
Tennessee
+$32M
2
BEI
Benjamin Edwards Inc
Missouri
+$23.4M
3
Stifel Financial
Stifel Financial
Missouri
+$22.8M
4
KCM
Kathmere Capital Management
Pennsylvania
+$22.4M
5
ACA
Aptus Capital Advisors
Alabama
+$20.3M

Top Sellers

1
MLA
MB, Levis & Associates
Pennsylvania
-$12.1M
2
OMC
Old Mission Capital
Illinois
-$11.6M
3
US Bancorp
US Bancorp
Minnesota
-$3.62M
4
LF
LifePlan Financial
Minnesota
-$2.02M
5
SA
Sanctuary Advisors
Indiana
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$108M +$2.49M +107,633 +2%
CAI
2
Capital Advisors Inc
Oklahoma
$85.9M +$4.31M +185,926 +5%
Bank of America
3
Bank of America
North Carolina
$85.6M +$6.89M +297,121 +9%
ACA
4
Aptus Capital Advisors
Alabama
$74.7M +$20.3M +874,993 +38%
Morgan Stanley
5
Morgan Stanley
New York
$64.8M +$4.11M +177,501 +7%
CIA
6
Capital Investment Advisors
Georgia
$55.9M +$6.21M +267,920 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$48.7M +$4.39M +189,479 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$35.6M +$915K +39,486 +3%
WIC
9
Woodmont Investment Counsel
Tennessee
$32.5M +$32M +1,382,320 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30.2M +$5.84M +251,959 +24%
HighTower Advisors
11
HighTower Advisors
Illinois
$29.8M +$695K +29,964 +2%
VVP
12
Venture Visionary Partners
Ohio
$29.2M +$4.6M +198,563 +19%
KA
13
Klingman & Associates
New York
$28.5M +$598K +25,806 +2%
Wells Fargo
14
Wells Fargo
California
$27.6M +$5.56M +239,960 +26%
UBS Group
15
UBS Group
Switzerland
$27.4M +$3.67M +158,262 +16%
Stifel Financial
16
Stifel Financial
Missouri
$26.5M +$22.8M +984,047 +687%
LPL Financial
17
LPL Financial
California
$24.4M +$2.58M +111,366 +12%
BEI
18
Benjamin Edwards Inc
Missouri
$24.4M +$23.4M +1,007,757 +3,561%
KCM
19
Kathmere Capital Management
Pennsylvania
$22.7M +$22.4M +967,083 New
GA
20
Gateway Advisory
New Jersey
$22.2M +$806K +34,763 +4%
NA
21
NewEdge Advisors
Louisiana
$21.4M +$12M +517,998 +131%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$20.9M +$1.73M +74,779 +9%
ACM
23
Advisors Capital Management
New Jersey
$17.9M +$584K +25,195 +3%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$15.9M +$4.02M +173,588 +35%
US Bancorp
25
US Bancorp
Minnesota
$15.8M -$3.62M -156,344 -19%
1
2 3 4 5

IBDU Hedge Fund Activity: Q3 2024 in Review

225 of the 6,964 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: 39 funds opened new IBDU positions and 14 closed out — a net gain of 25 holders — while 135 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.

  • 225 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2024, up from 204 in Q2 2024.
  • Funds reported $1.41B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2024, up 28% quarter-over-quarter.
  • 39 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2024 and 14 closed out, a net change of +25 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.