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iShares iBonds Dec 2029 Term Corporate ETF

54 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $116M → $123M (+$6.42M)

0.27% more ownership

Funds ownership: 78.29%78.56% (+0.27%)

2% less funds holding

Funds holding: 5554 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.3M +$71.9K +2,849 +6%
PWS
27
Peloton Wealth Strategists
Indiana
$1.3M +$214K +8,500 +19%
AF
28
Arrow Financial
New York
$1.27M +$754K +29,874 +136%
BCPWM
29
Bradley & Co Private Wealth Management
Florida
$1.16M +$148K +5,880 +14%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.1M +$81.3K +3,223 +8%
CA
31
CGN Advisors
Kansas
$984K -$21.4K -848 -2%
ACS
32
Archford Capital Strategies
Illinois
$885K +$293K +11,627 +47%
RJA
33
Raymond James & Associates
Florida
$784K +$12.2K +483 +2%
LHC
34
Little House Capital
Massachusetts
$592K -$101K -4,012 -14%
ABC
35
Associated Banc-Corp
Wisconsin
$573K +$35.5K +1,409 +6%
Stifel Financial
36
Stifel Financial
Missouri
$549K +$31.7K +1,258 +6%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$540K +$48.3K +1,916 +10%
FNB
38
Farmers National Bank
Kentucky
$493K +$30.2K +1,197 +6%
BEI
39
Benjamin Edwards Inc
Missouri
$483K +$265K +10,523 +115%
MA
40
MCF Advisors
Kentucky
$433K +$446K +17,675 New
LF
41
Lee Financial
Texas
$357K +$367K +14,550 New
Truist Financial
42
Truist Financial
North Carolina
$279K -$172K -6,805 -37%
Mariner
43
Mariner
Kansas
$256K +$264K +10,458 New
AMM
44
American Money Management
California
$217K +$224K +8,865 New
Osaic Holdings
45
Osaic Holdings
Arizona
$134K +$3.08K +122 +2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$118K +$227 +9 +0.2%
BONH
47
Bank of New Hampshire
New Hampshire
$115K +$119K +4,700 New
FCA
48
FinTrust Capital Advisors
South Carolina
$100K
CTC
49
Central Trust Company
Missouri
$47K
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$46.7K +$1.11K +44 +2%