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iShares iBonds Dec 2029 Term Corporate ETF

43 hedge funds and large institutions have $86.4M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 4

25% more capital invested

Capital invested by funds: $68.8M → $86.4M (+$17.5M)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.15% less ownership

Funds ownership: 72.15%70% (-2.2%)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
25
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
26
Associated Banc-Corp
Wisconsin
$587K +$579K +21,885 New
Stifel Financial
27
Stifel Financial
Missouri
$566K +$67.5K +2,552 +14%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$541K +$5K +189 +0.9%
Truist Financial
29
Truist Financial
North Carolina
$488K
MA
30
MCF Advisors
Kentucky
$474K
AF
31
Arrow Financial
New York
$464K -$36.3K -1,370 -7%
NA
32
Navellier & Associates
Nevada
$389K
AC
33
Avestar Capital
New York
$247K +$244K +9,214 New
BEI
34
Benjamin Edwards Inc
Missouri
$215K -$185 -7 -0.1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$154K +$318 +12 +0.2%
Osaic Holdings
36
Osaic Holdings
Arizona
$138K +$43.7K +1,650 +47%
FCA
37
FinTrust Capital Advisors
South Carolina
$107K
CTC
38
Central Trust Company
Missouri
$52K
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$49K
EIP
40
Ellis Investment Partners
Pennsylvania
$43K +$79 +3 +0.2%
KOCAA
41
Knights of Columbus Asset Advisors
Connecticut
$33K
FNBOSM
42
First National Bank of South Miami
Florida
$16K
ASN
43
Advisory Services Network
Georgia
$8K +$8.12K +307 New
FNB
44
Farmers National Bank
Kentucky
-$296K -11,328 Closed
RG
45
Retirement Group
California
-$95K -3,635 Closed
SFS
46
Sowell Financial Services
Arkansas
-$27K -1,013 Closed
AIC
47
Ameritas Investment Company
Nebraska
-$810 -31 Closed