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iShares iBonds Dec 2029 Term Corporate ETF

256 hedge funds and large institutions have $1.73B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
256
Holders Change
+31
Holders Change %
+13.78%
% of All Funds
3.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
47
Increased
152
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
26
Advisors Capital Management
New Jersey
$18.2M +$782K +34,279 +4%
KCM
27
Kathmere Capital Management
Pennsylvania
$18.1M -$3.91M -171,610 -18%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$16.3M +$924K +40,521 +6%
NA
29
NewEdge Advisors
Louisiana
$16.2M -$4.56M -200,214 -22%
SSWG
30
Seven Springs Wealth Group
Tennessee
$15.9M +$1.23M +53,983 +8%
US Bancorp
31
US Bancorp
Minnesota
$15.3M -$40.7K -1,786 -0.3%
Lido Advisors
32
Lido Advisors
California
$15.1M +$6.66M +292,314 +79%
MCM
33
MV Capital Management
Maryland
$14.2M +$1.43M +62,835 +11%
AF
34
Arrow Financial
New York
$14.1M +$498K +21,850 +4%
HCM
35
Howland Capital Management
Massachusetts
$13.8M +$3.24M +142,160 +31%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$12.7M -$15.5K -678 -0.1%
EFP
37
Envision Financial Planning
Tennessee
$11M +$267K +11,710 +2%
KAS
38
Kestra Advisory Services
Texas
$9.34M +$4.06M +178,283 +77%
CFS
39
Commonwealth Financial Services
West Virginia
$9.18M +$148K +6,499 +2%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$8.95M +$1.61M +70,651 +22%
MA
41
MCF Advisors
Kentucky
$8.43M +$190K +8,333 +2%
PA
42
Probity Advisors
Texas
$8.36M +$2.13M +93,376 +34%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$8.11M +$6.98M +306,076 +619%
IF
44
Ironwood Financial
Arizona
$8.1M +$243K +10,673 +3%
RSWM
45
Robertson Stephens Wealth Management
California
$7.69M +$1.46M +63,827 +23%
LWM
46
Lyell Wealth Management
California
$7.47M +$494K +21,654 +7%
PPWM
47
PFG Private Wealth Management
Florida
$7.05M +$245K +10,741 +4%
PWS
48
Peloton Wealth Strategists
Indiana
$6.99M +$764K +33,505 +12%
WCM
49
Windsor Capital Management
Arizona
$6.93M +$190K +8,338 +3%
HA
50
Hamel Associates
New Jersey
$6.9M +$1.75M +76,654 +34%