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iShares iBonds Dec 2029 Term Corporate ETF

44 hedge funds and large institutions have $64.1M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

22% more funds holding

Funds holding: 3644 (+8)

16% more capital invested

Capital invested by funds: $55.1M → $64.1M (+$9.03M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.44% less ownership

Funds ownership: 74.2%71.76% (-2.4%)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$415K +$411K +15,105 New
ABC
27
Associated Banc-Corp
Wisconsin
$400K +$396K +14,537 New
1SB
28
1ST Source Bank
Indiana
$241K +$238K +8,756 New
FTUS
29
Flow Traders U.S.
New York
$233K +$230K +8,463 New
FNB
30
Farmers National Bank
Kentucky
$218K +$216K +7,945 New
BEI
31
Benjamin Edwards Inc
Missouri
$184K +$45.5K +1,672 +33%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$157K +$408 +15 +0.3%
VNA
33
Valley National Advisers
Pennsylvania
$150K
RG
34
Retirement Group
California
$117K +$871 +32 +0.8%
FCA
35
FinTrust Capital Advisors
South Carolina
$110K
Osaic Holdings
36
Osaic Holdings
Arizona
$96K +$5.99K +220 +7%
Morgan Stanley
37
Morgan Stanley
New York
$80K +$79.1K +2,908 New
CTC
38
Central Trust Company
Missouri
$53K
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$50K
EIP
40
Ellis Investment Partners
Pennsylvania
$44K +$136 +5 +0.3%
KOCAA
41
Knights of Columbus Asset Advisors
Connecticut
$34K
FNBOSM
42
First National Bank of South Miami
Florida
$17K
AIM
43
Anchor Investment Management
South Carolina
$14.7K +$14.5K +533 New
ASN
44
Advisory Services Network
Georgia
$8K -$59K -2,170 -88%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$2.73M -101,106 Closed
UCFA
46
United Capital Financial Advisors
Texas
-$2.36M -87,412 Closed
NB
47
Northwest Bancshares
Pennsylvania
-$237K -8,756 Closed