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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$32.5M
2
BEI
2
Benjamin Edwards Inc
Missouri
$24.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$26.5M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$22.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$74.7M

Top Sellers

1
MLA
1
MB, Levis & Associates
Pennsylvania
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
US Bancorp
3
US Bancorp
Minnesota
$15.8M
4
LF
4
LifePlan Financial
Minnesota
$0
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SSWG
26
Seven Springs Wealth Group
Tennessee
$15.1M 644,228 +12,444 +2%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$14.2M 602,855 +602,855 New
AF
28
Arrow Financial
New York
$14.1M 598,293 +8,789 +1%
MCM
29
MV Capital Management
Maryland
$13.2M 561,568 +25,179 +5%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$13.1M 556,388 +43,747 +9%
EFP
31
Envision Financial Planning
Tennessee
$11.1M 472,925 +15,834 +3%
HCM
32
Howland Capital Management
Massachusetts
$10.9M 461,512 +147,884 +47%
CFS
33
Commonwealth Financial Services
West Virginia
$9.29M 396,090 +22,000 +6%
Lido Advisors
34
Lido Advisors
California
$8.69M 369,696 +103,076 +39%
MA
35
MCF Advisors
Kentucky
$8.5M 361,541 +214,361 +146%
IF
36
Ironwood Financial
Arizona
$8.1M 344,461 +71,271 +26%
Citadel Advisors
37
Citadel Advisors
Florida
$7.71M 328,067 +291,360 +794%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$7.57M 321,808 +20,983 +7%
LWM
39
Lyell Wealth Management
California
$7.19M 305,924 +57,724 +23%
PPWM
40
PFG Private Wealth Management
Florida
$7.02M 298,436 +6,109 +2%
JWCA
41
J.W. Cole Advisors
Florida
$7.01M 298,051 +109,370 +58%
WCM
42
Windsor Capital Management
Arizona
$6.95M 295,557 +295,557 New
GPA
43
Guidance Point Advisors
Massachusetts
$6.86M 291,943 -15,313 -5%
KTM
44
Keeler Thomas Management
Utah
$6.73M 286,271 -1,607 -0.6%
PA
45
Probity Advisors
Texas
$6.43M 273,459 +35,920 +15%
RSWM
46
Robertson Stephens Wealth Management
California
$6.43M 273,347 +20,126 +8%
PWS
47
Peloton Wealth Strategists
Indiana
$6.42M 272,895 +7,895 +3%
RJA
48
Raymond James & Associates
Florida
$6.01M 255,468 +45,032 +21%
CIM
49
Confluence Investment Management
Missouri
$5.8M 246,605 +246,605 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$5.7M 242,371 +240,935 +16,778%
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