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iShares iBonds Dec 2029 Term Corporate ETF

99 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 11

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $404M → $493M (+$89M)

21% more funds holding

Funds holding: 8299 (+17)

3.9% more ownership

Funds ownership: 79.98%83.88% (+3.9%)

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
53
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
26
Signature Wealth Management Group
Georgia
$4.64M +$108K +4,762 +2%
MGIA
27
Matthew Goff Investment Advisor
Texas
$4.63M +$11.4K +505 +0.2%
SSB
28
Sandy Spring Bank
Maryland
$4.01M +$740K +32,655 +22%
PWS
29
Peloton Wealth Strategists
Indiana
$3.98M +$623K +27,500 +18%
Wells Fargo
30
Wells Fargo
California
$3.94M -$1.67M -73,627 -30%
GPA
31
Guidance Point Advisors
Massachusetts
$3.92M +$83.1K +3,664 +2%
KF
32
Krilogy Financial
Missouri
$3.54M +$16.5K +727 +0.5%
CA
33
CGN Advisors
Kansas
$3.46M +$312K +13,775 +10%
LWM
34
Lyell Wealth Management
California
$3.41M +$936K +41,275 +37%
SHA
35
Seneca House Advisors
Virginia
$3.18M -$27.7K -1,221 -0.9%
4FG
36
4Thought Financial Group
New York
$2.83M -$84.5K -3,726 -3%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.41M +$164K +7,256 +7%
WI
38
WrapManager Inc
California
$2.02M +$29.5K +1,301 +1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.71M +$67K +2,954 +4%
SCA
40
Snowden Capital Advisors
New York
$1.69M -$8.55K -377 -0.5%
ACS
41
Archford Capital Strategies
Illinois
$1.55M +$209K +9,213 +15%
KNW
42
Kesler Norman & Wride
Utah
$1.47M -$60.7K -2,679 -4%
UCFA
43
United Capital Financial Advisors
Texas
$1.44M -$28.4K -1,255 -2%
NA
44
NewEdge Advisors
Louisiana
$1.3M +$8.84K +390 +0.7%
LHC
45
Little House Capital
Massachusetts
$1.08M +$48.1K +2,121 +5%
Jane Street
46
Jane Street
New York
$1.01M -$5.61M -247,332 -85%
ABC
47
Associated Banc-Corp
Wisconsin
$987K +$6.35K +280 +0.6%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$920K +$22.4K +988 +2%
RJA
49
Raymond James & Associates
Florida
$853K +$34.6K +1,526 +4%
MCM
50
MV Capital Management
Maryland
$836K +$844K +37,226 New