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iShares iBonds Dec 2029 Term Corporate ETF

55 hedge funds and large institutions have $116M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $102M → $116M (+$14.7M)

10% more funds holding

Funds holding: 5055 (+5)

5.47% more ownership

Funds ownership: 72.82%78.29% (+5.5%)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.09M +$283K +10,700 +35%
BCPWM
27
Bradley & Co Private Wealth Management
Florida
$1.09M -$123K -4,666 -10%
CA
28
CGN Advisors
Kansas
$1.08M +$189K +7,152 +21%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$889K +$892K +33,772 New
RJA
30
Raymond James & Associates
Florida
$829K +$65.2K +2,467 +8%
LHC
31
Little House Capital
Massachusetts
$741K -$12.6K -478 -2%
ACS
32
Archford Capital Strategies
Illinois
$657K +$18.1K +685 +3%
ABC
33
Associated Banc-Corp
Wisconsin
$578K -$13.7K -520 -2%
AF
34
Arrow Financial
New York
$577K +$97.9K +3,707 +20%
Stifel Financial
35
Stifel Financial
Missouri
$556K +$10.4K +392 +2%
AC
36
Avestar Capital
New York
$550K -$118K -4,486 -18%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$530K -$28.2K -1,067 -5%
SIC
38
Sigma Investment Counselors
Michigan
$526K +$528K +19,977 New
FNB
39
Farmers National Bank
Kentucky
$498K +$290K +10,991 +138%
Truist Financial
40
Truist Financial
North Carolina
$478K -$238 -9 -0%
NA
41
Navellier & Associates
Nevada
$363K
BEI
42
Benjamin Edwards Inc
Missouri
$242K +$13.8K +521 +6%
Osaic Holdings
43
Osaic Holdings
Arizona
$140K +$660 +25 +0.5%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$127K +$370 +14 +0.3%
FCA
45
FinTrust Capital Advisors
South Carolina
$106K
CTC
46
Central Trust Company
Missouri
$51K
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$49K
EIP
48
Ellis Investment Partners
Pennsylvania
$42K +$106 +4 +0.2%
KOCAA
49
Knights of Columbus Asset Advisors
Connecticut
$33K
FNBOSM
50
First National Bank of South Miami
Florida
$26K +$10.4K +395 +65%