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iShares iBonds Dec 2029 Term Corporate ETF

204 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

641% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 17

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $970M → $1.1B (+$134M)

12% more funds holding

Funds holding: 182204 (+22)

0.16% more ownership

Funds ownership: 77.33%77.49% (+0.16%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
30
Increased
126
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$11.4M +$1.49M +66,258 +15%
EFP
27
Envision Financial Planning
Tennessee
$10.4M +$382K +16,939 +4%
NA
28
NewEdge Advisors
Louisiana
$8.93M +$8.04M +356,321 +944%
CFS
29
Commonwealth Financial Services
West Virginia
$8.51M +$8.09M +358,552 +2,308%
HCM
30
Howland Capital Management
Massachusetts
$7.11M +$2.92M +129,295 +70%
GPA
31
Guidance Point Advisors
Massachusetts
$6.97M +$1.09M +48,162 +19%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$6.82M +$297K +13,151 +5%
PPWM
33
PFG Private Wealth Management
Florida
$6.63M +$333K +14,748 +5%
KTM
34
Keeler Thomas Management
Utah
$6.53M +$8.26K +366 +0.1%
IF
35
Ironwood Financial
Arizona
$6.19M +$646K +28,646 +12%
Lido Advisors
36
Lido Advisors
California
$6.04M +$2.95M +130,582 +96%
PWS
37
Peloton Wealth Strategists
Indiana
$6.01M +$214K +9,500 +4%
RSWM
38
Robertson Stephens Wealth Management
California
$5.74M +$5.25M +232,934 +1,148%
LWM
39
Lyell Wealth Management
California
$5.63M +$731K +32,420 +15%
PA
40
Probity Advisors
Texas
$5.39M +$1.41M +62,388 +36%
SWMG
41
Signature Wealth Management Group
Georgia
$5.31M +$60.4K +2,677 +1%
PRWA
42
Platte River Wealth Advisors
Colorado
$5.04M -$308K -13,653 -6%
SSB
43
Sandy Spring Bank
Maryland
$4.89M +$229K +10,132 +5%
RJA
44
Raymond James & Associates
Florida
$4.77M +$582K +25,805 +14%
HA
45
Hamel Associates
New Jersey
$4.41M +$2.88M +127,613 +191%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$4.29M +$730K +32,343 +21%
JWCA
47
J.W. Cole Advisors
Florida
$4.28M +$909K +40,287 +27%
KAS
48
Kestra Advisory Services
Texas
$4.27M +$538K +23,865 +14%
PWM
49
Praetorian Wealth Management
California
$4.25M +$310K +13,753 +8%
KF
50
Krilogy Financial
Missouri
$3.91M +$22.4K +992 +0.6%