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iShares iBonds Dec 2029 Term Corporate ETF

82 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 9

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $277M → $404M (+$127M)

17% more funds holding

Funds holding: 7082 (+12)

6.86% less ownership

Funds ownership: 86.84%79.98% (-6.9%)

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
46
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
26
Guidance Point Advisors
Massachusetts
$3.91M +$347K +15,372 +10%
KF
27
Krilogy Financial
Missouri
$3.6M +$2.14M +94,845 +152%
PWS
28
Peloton Wealth Strategists
Indiana
$3.42M +$563K +24,900 +20%
SSB
29
Sandy Spring Bank
Maryland
$3.34M +$237K +10,480 +8%
SHA
30
Seneca House Advisors
Virginia
$3.27M -$83.5K -3,697 -3%
CA
31
CGN Advisors
Kansas
$3.21M +$92K +4,070 +3%
4FG
32
4Thought Financial Group
New York
$2.97M -$47.5K -2,104 -2%
OMC
33
Old Mission Capital
Illinois
$2.79M +$2.75M +121,756 New
LWM
34
Lyell Wealth Management
California
$2.54M +$678K +30,020 +37%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.29M +$58.9K +2,607 +3%
WI
36
WrapManager Inc
California
$2.03M +$450K +19,930 +29%
SCA
37
Snowden Capital Advisors
New York
$1.73M +$1.4M +61,940 +452%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.68M +$125K +5,514 +8%
KNW
39
Kesler Norman & Wride
Utah
$1.56M -$30.1K -1,330 -2%
UCFA
40
United Capital Financial Advisors
Texas
$1.49M +$7.86K +348 +0.5%
ACS
41
Archford Capital Strategies
Illinois
$1.37M +$165K +7,299 +14%
NA
42
NewEdge Advisors
Louisiana
$1.32M -$60.6K -2,680 -4%
LHC
43
Little House Capital
Massachusetts
$1.06M +$39.7K +1,756 +4%
ABC
44
Associated Banc-Corp
Wisconsin
$1,000K +$151K +6,675 +18%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$915K +$904K +39,998 New
NA
46
Navellier & Associates
Nevada
$888K +$877K +38,828 New
RJA
47
Raymond James & Associates
Florida
$834K +$7.84K +347 +1%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$738K +$6.12K +271 +0.8%
FNB
49
Farmers National Bank
Kentucky
$659K +$41.1K +1,820 +7%
BEI
50
Benjamin Edwards Inc
Missouri
$602K +$36.3K +1,606 +6%