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iShares iBonds Dec 2029 Term Corporate ETF

66 hedge funds and large institutions have $230M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

87% more capital invested

Capital invested by funds: $123M → $230M (+$107M)

22% more funds holding

Funds holding: 5466 (+12)

10.85% more ownership

Funds ownership: 78.56%89.41% (+11%)

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.77M -$60.8K -2,613 -3%
WI
27
WrapManager Inc
California
$1.69M -$30.4K -1,306 -2%
UCFA
28
United Capital Financial Advisors
Texas
$1.64M -$122K -5,236 -7%
SHA
29
Seneca House Advisors
Virginia
$1.63M +$1.67M +71,522 New
PWS
30
Peloton Wealth Strategists
Indiana
$1.39M +$186K +8,000 +15%
UBS Group
31
UBS Group
Switzerland
$1.26M +$51.7K +2,222 +4%
BCPWM
32
Bradley & Co Private Wealth Management
Florida
$1.11M +$33.8K +1,452 +3%
ISB
33
Iowa State Bank
Iowa
$1.1M -$332K -14,273 -23%
AF
34
Arrow Financial
New York
$1.09M -$95.8K -4,115 -8%
CA
35
CGN Advisors
Kansas
$1.09M +$174K +7,468 +19%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.02M -$6.52K -280 -0.6%
NA
37
Navellier & Associates
Nevada
$887K +$904K +38,828 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$880K +$384K +16,486 +75%
ACS
39
Archford Capital Strategies
Illinois
$860K +$24.7K +1,060 +3%
LHC
40
Little House Capital
Massachusetts
$844K +$298K +12,799 +53%
RJA
41
Raymond James & Associates
Florida
$824K +$95.1K +4,086 +13%
ABC
42
Associated Banc-Corp
Wisconsin
$755K +$226K +9,685 +41%
BEI
43
Benjamin Edwards Inc
Missouri
$750K +$305K +13,114 +67%
DWT
44
Dorsey & Whitney Trust
South Dakota
$594K +$605K +26,000 New
FNB
45
Farmers National Bank
Kentucky
$509K +$49.9K +2,142 +11%
SCA
46
Snowden Capital Advisors
New York
$483K +$493K +21,177 New
MA
47
MCF Advisors
Kentucky
$404K
OMC
48
Old Mission Capital
Illinois
$386K +$393K +16,893 New
VWA
49
Visionary Wealth Advisors
Illinois
$379K +$386K +16,598 New
LF
50
Lee Financial
Texas
$332K