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iShares iBonds Dec 2029 Term Corporate ETF

182 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
35
Increased
103
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EFP
26
Envision Financial Planning
Tennessee
$10M 440,152 +27,450 +7%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$9.96M 436,591 +117,868 +37%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$6.57M 287,674 +14,723 +5%
KTM
29
Keeler Thomas Management
Utah
$6.56M 287,512 +12,706 +5%
PPWM
30
PFG Private Wealth Management
Florida
$6.33M 277,579 -313 -0.1%
GPA
31
Guidance Point Advisors
Massachusetts
$5.91M 259,094 +23,354 +10%
PWS
32
Peloton Wealth Strategists
Indiana
$5.83M 255,500 +24,300 +11%
IF
33
Ironwood Financial
Arizona
$5.58M 244,544 +146,645 +150%
PRWA
34
Platte River Wealth Advisors
Colorado
$5.38M 235,822 +34,803 +17%
SWMG
35
Signature Wealth Management Group
Georgia
$5.17M 231,365 +14,836 +7%
LWM
36
Lyell Wealth Management
California
$4.92M 215,780 +36,285 +20%
SSB
37
Sandy Spring Bank
Maryland
$4.7M 205,772 +8,220 +4%
RJA
38
Raymond James & Associates
Florida
$4.21M 184,631 +52,440 +40%
HCM
39
Howland Capital Management
Massachusetts
$4.21M 184,333 +57,982 +46%
PA
40
Probity Advisors
Texas
$4M 175,151 +80,237 +85%
PWM
41
Praetorian Wealth Management
California
$3.97M 173,825 +38,644 +29%
KF
42
Krilogy Financial
Missouri
$3.92M 171,655 +4,357 +3%
KAS
43
Kestra Advisory Services
Texas
$3.76M 164,673 +35,314 +27%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$3.58M 156,740 +24,546 +19%
SCA
45
Snowden Capital Advisors
New York
$3.48M 152,624 +63,463 +71%
JWCA
46
J.W. Cole Advisors
Florida
$3.39M 148,394 +148,394 New
4FG
47
4Thought Financial Group
New York
$3.34M 146,299 +23,512 +19%
HFRG
48
Houlihan Financial Resource Group
Virginia
$3.34M 146,279 +37,200 +34%
MA
49
MCF Advisors
Kentucky
$3.33M 145,816 +18,962 +15%
MGIA
50
Matthew Goff Investment Advisor
Texas
$3.3M 144,592 -457 -0.3%