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iShares iBonds Dec 2029 Term Corporate ETF

120 hedge funds and large institutions have $548M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
59
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PPWM
26
PFG Private Wealth Management
Florida
$5.45M 249,055 -78,306 -24%
PWS
27
Peloton Wealth Strategists
Indiana
$4.65M 212,400 +35,300 +20%
MGIA
28
Matthew Goff Investment Advisor
Texas
$4.5M 205,401 -728 -0.4%
GPA
29
Guidance Point Advisors
Massachusetts
$4.18M 191,003 +16,515 +9%
SSB
30
Sandy Spring Bank
Maryland
$4.15M 189,352 +10,887 +6%
Jane Street
31
Jane Street
New York
$3.87M 176,603 +131,772 +294%
Wells Fargo
32
Wells Fargo
California
$3.71M 169,488 -6,202 -4%
SHA
33
Seneca House Advisors
Virginia
$3.64M 166,385 +24,765 +17%
LWM
34
Lyell Wealth Management
California
$3.58M 163,350 +11,255 +7%
CA
35
CGN Advisors
Kansas
$3.52M 160,675 +6,730 +4%
KF
36
Krilogy Financial
Missouri
$3.51M 160,301 +2,422 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.8M 127,859 +51,677 +68%
4FG
38
4Thought Financial Group
New York
$2.8M 127,805 +1,527 +1%
MA
39
MCF Advisors
Kentucky
$2.74M 125,142 +111,819 +839%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.51M 114,815 +7,687 +7%
WI
41
WrapManager Inc
California
$2.16M 98,554 +8,722 +10%
HighTower Advisors
42
HighTower Advisors
Illinois
$2.16M 98,346 +98,346 New
HCM
43
Howland Capital Management
Massachusetts
$2.04M 93,312 +69,244 +288%
PWM
44
Praetorian Wealth Management
California
$1.93M 88,198 +59,377 +206%
MA
45
Mutual Advisors
Nebraska
$1.9M 86,772 +86,772 New
SCA
46
Snowden Capital Advisors
New York
$1.78M 81,061 +5,791 +8%
Stifel Financial
47
Stifel Financial
Missouri
$1.72M 78,397 +78,397 New
ACS
48
Archford Capital Strategies
Illinois
$1.61M 73,491 +4,647 +7%
RJA
49
Raymond James & Associates
Florida
$1.44M 65,601 +27,626 +73%
UCFA
50
United Capital Financial Advisors
Texas
$1.38M 63,150 -776 -1%