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iShares iBonds Dec 2029 Term Corporate ETF

43 hedge funds and large institutions have $68.8M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

7% more capital invested

Capital invested by funds: $64.1M → $68.8M (+$4.72M)

0.4% more ownership

Funds ownership: 71.76%72.15% (+0.4%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 4443 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
21
Reduced
4
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$475K +$55.4K +2,072 +13%
MA
27
MCF Advisors
Kentucky
$462K
RJFSA
28
Raymond James Financial Services Advisors
Florida
$451K +$461K +17,257 New
LPL Financial
29
LPL Financial
California
$412K +$18.1K +677 +4%
NA
30
Navellier & Associates
Nevada
$379K -$262K -9,800 -40%
FNB
31
Farmers National Bank
Kentucky
$296K +$90.5K +3,383 +43%
BEI
32
Benjamin Edwards Inc
Missouri
$209K +$35.3K +1,321 +20%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$149K +$187 +7 +0.1%
FCA
34
FinTrust Capital Advisors
South Carolina
$105K
RG
35
Retirement Group
California
$95K -$16.9K -633 -15%
Osaic Holdings
36
Osaic Holdings
Arizona
$91K +$615 +23 +0.7%
CTC
37
Central Trust Company
Missouri
$50K
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$48K
EIP
39
Ellis Investment Partners
Pennsylvania
$42K +$53 +2 +0.1%
KOCAA
40
Knights of Columbus Asset Advisors
Connecticut
$32K
SFS
41
Sowell Financial Services
Arkansas
$27K +$27.1K +1,013 New
FNBOSM
42
First National Bank of South Miami
Florida
$16K
AIC
43
Ameritas Investment Company
Nebraska
$810 +$829 +31 New
BlackRock
44
BlackRock
New York
-$8.25M -300,000 Closed
Invesco
45
Invesco
Georgia
-$2.07M -75,182 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$799K -29,079 Closed
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
-$629K -22,867 Closed
Wolverine Trading
48
Wolverine Trading
Illinois
-$434K -15,813 Closed
ABC
49
Associated Banc-Corp
Wisconsin
-$400K -14,537 Closed
1SB
50
1ST Source Bank
Indiana
-$241K -8,756 Closed