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iShares iBonds Dec 2029 Term Corporate ETF

68 hedge funds and large institutions have $287M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $230M → $287M (+$57.4M)

3% more funds holding

Funds holding: 6668 (+2)

2.68% less ownership

Funds ownership: 89.41%86.74% (-2.7%)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.06M +$112K +4,904 +5%
CA
27
CGN Advisors
Kansas
$1.95M +$960K +41,878 +88%
WI
28
WrapManager Inc
California
$1.74M +$131K +5,712 +8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.73M +$41.9K +1,830 +2%
PWS
30
Peloton Wealth Strategists
Indiana
$1.72M +$406K +17,700 +29%
SHA
31
Seneca House Advisors
Virginia
$1.68M +$132K +5,776 +8%
KNW
32
Kesler Norman & Wride
Utah
$1.63M -$92.7K -4,047 -5%
UCFA
33
United Capital Financial Advisors
Texas
$1.44M -$132K -5,778 -8%
UBS Group
34
UBS Group
Switzerland
$1.43M +$239K +10,429 +19%
Citadel Advisors
35
Citadel Advisors
Florida
$1.43M +$1.5M +65,518 New
BEI
36
Benjamin Edwards Inc
Missouri
$1.29M +$606K +26,452 +81%
VWA
37
Visionary Wealth Advisors
Illinois
$877K +$542K +23,654 +143%
LHC
38
Little House Capital
Massachusetts
$871K +$69K +3,013 +8%
NA
39
Navellier & Associates
Nevada
$846K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$832K -$8.02K -350 -0.9%
ACS
41
Archford Capital Strategies
Illinois
$820K -$871 -38 -0.1%
ABC
42
Associated Banc-Corp
Wisconsin
$819K +$104K +4,528 +14%
RJA
43
Raymond James & Associates
Florida
$789K +$2.98K +130 +0.4%
HLOC
44
H.L. Ormond & Company
North Carolina
$707K +$433K +18,906 +140%
BCPWM
45
Bradley & Co Private Wealth Management
Florida
$698K -$381K -16,647 -34%
DWT
46
Dorsey & Whitney Trust
South Dakota
$567K
FNB
47
Farmers National Bank
Kentucky
$542K +$59.7K +2,607 +12%
SCA
48
Snowden Capital Advisors
New York
$461K +$160 +7 +0%
MA
49
MCF Advisors
Kentucky
$385K
LF
50
Lee Financial
Texas
$317K