iShares iBonds Dec 2029 Term Corporate ETF
IBDU
258 hedge funds and large institutions have $1.73B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 153 increasing their positions, 28 reducing their positions, and 9 closing their positions.
845% more capital inflows, than outflows
Capital inflows: $482M | Capital outflows: $51M
446% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 28
433% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 9
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
14% more funds holding
Funds holding: 226 → 258 (+32)
3.54% more ownership
Funds ownership: 75.3% → 78.85% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$47.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$45.1M |
| 3 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$33.4M |
| 4 |
SL
Summitry LLC
Foster City,
California
|
+$33M |
| 5 |
GWA
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
+$28.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.2M |
| 2 |
JP Morgan Chase
New York
|
-$5.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.03M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$4.61M |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$3.95M |
IBDU Hedge Fund Activity: Q4 2024 in Review
258 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2024, worth a combined $1.73B — up 23% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IBDU positions and 9 closed out — a net gain of 39 holders — while 153 added to existing stakes and 28 trimmed.
The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $47.6M. The largest seller was Ameriprise, cutting an estimated $23.2M.
- 258 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2024, up from 226 in Q3 2024.
- Funds reported $1.73B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2024, up 23% quarter-over-quarter.
- 48 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2024 and 9 closed out, a net change of +39 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $47.6M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2024 was Ameriprise, an estimated $23.2M sold.
Based on aggregated 13F filings for Q4 2024.