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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

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.

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
2.97%
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
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$28.1M
2
ACA
2
Aptus Capital Advisors
Alabama
$52.2M
3
OMC
3
Old Mission Capital
Illinois
$11.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
CFS
5
Commonwealth Financial Services
West Virginia
$8.51M

Top Sellers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$0
2
SL
2
Summitry LLC
California
$0
3
US Bancorp
3
US Bancorp
Minnesota
$18.8M
4
SHA
4
Seneca House Advisors
Virginia
$2.06M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$11.4M 502,849 +66,258 +15%
EFP
27
Envision Financial Planning
Tennessee
$10.4M 457,091 +16,939 +4%
NA
28
NewEdge Advisors
Louisiana
$8.93M 394,068 +356,321 +944%
CFS
29
Commonwealth Financial Services
West Virginia
$8.51M 374,090 +358,552 +2,308%
HCM
30
Howland Capital Management
Massachusetts
$7.11M 313,628 +129,295 +70%
GPA
31
Guidance Point Advisors
Massachusetts
$6.97M 307,256 +48,162 +19%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$6.82M 300,825 +13,151 +5%
PPWM
33
PFG Private Wealth Management
Florida
$6.63M 292,327 +14,748 +5%
KTM
34
Keeler Thomas Management
Utah
$6.53M 287,878 +366 +0.1%
IF
35
Ironwood Financial
Arizona
$6.19M 273,190 +28,646 +12%
Lido Advisors
36
Lido Advisors
California
$6.04M 266,620 +130,582 +96%
PWS
37
Peloton Wealth Strategists
Indiana
$6.01M 265,000 +9,500 +4%
RSWM
38
Robertson Stephens Wealth Management
California
$5.74M 253,221 +232,934 +1,148%
LWM
39
Lyell Wealth Management
California
$5.63M 248,200 +32,420 +15%
PA
40
Probity Advisors
Texas
$5.39M 237,539 +62,388 +36%
SWMG
41
Signature Wealth Management Group
Georgia
$5.31M 234,042 +2,677 +1%
PRWA
42
Platte River Wealth Advisors
Colorado
$5.04M 222,169 -13,653 -6%
SSB
43
Sandy Spring Bank
Maryland
$4.89M 215,904 +10,132 +5%
RJA
44
Raymond James & Associates
Florida
$4.77M 210,436 +25,805 +14%
HA
45
Hamel Associates
New Jersey
$4.41M 194,493 +127,613 +191%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$4.29M 189,083 +32,343 +21%
JWCA
47
J.W. Cole Advisors
Florida
$4.28M 188,681 +40,287 +27%
KAS
48
Kestra Advisory Services
Texas
$4.27M 188,538 +23,865 +14%
PWM
49
Praetorian Wealth Management
California
$4.25M 187,578 +13,753 +8%
KF
50
Krilogy Financial
Missouri
$3.91M 172,647 +992 +0.6%
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