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iShares iBonds Dec 2029 Term Corporate ETF

66 hedge funds and large institutions have $230M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

87% more capital invested

Capital invested by funds: $123M → $230M (+$107M)

22% more funds holding

Funds holding: 5466 (+12)

10.85% more ownership

Funds ownership: 78.56%89.41% (+11%)

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HLOC
51
H.L. Ormond & Company
North Carolina
$309K +$315K +13,526 New
Mariner
52
Mariner
Kansas
$239K +$140 +6 +0.1%
AMM
53
American Money Management
California
$215K +$12.8K +550 +6%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$111K +$279 +12 +0.2%
BONH
55
Bank of New Hampshire
New Hampshire
$107K
FCA
56
FinTrust Capital Advisors
South Carolina
$94K
HI
57
Harbour Investments
Wisconsin
$91K +$92.7K +3,980 New
Osaic Holdings
58
Osaic Holdings
Arizona
$86K -$40K -1,720 -31%
LC
59
Legacy CG
Texas
$72K -$3.04M -130,611 -98%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$46K +$47.1K +2,021 New
CTC
61
Central Trust Company
Missouri
$44K
EIP
62
Ellis Investment Partners
Pennsylvania
$37K +$93 +4 +0.2%
KOCAA
63
Knights of Columbus Asset Advisors
Connecticut
$28K
FNBOSM
64
First National Bank of South Miami
Florida
$15K -$8.15K -350 -35%
VCM
65
Vigilant Capital Management
Maine
$13K +$13.4K +575 New
HNB
66
Huntington National Bank
Ohio
$9K
BlackRock
67
BlackRock
New York
$1K +$23 +1 +2%
AC
68
Avestar Capital
New York
-$1.48M -60,337 Closed
Truist Financial
69
Truist Financial
North Carolina
-$279K -11,367 Closed
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
-$46.7K -1,904 Closed