IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF

70 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
31
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RW
51
RVW Wealth
California
$216K 9,756 +9,756 New
AMM
52
American Money Management
California
$209K 9,415
VCM
53
Vigilant Capital Management
Maine
$168K 7,600 +4,035 +113%
FCA
54
FinTrust Capital Advisors
South Carolina
$164K 7,399
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$107K 4,842
BONH
56
Bank of New Hampshire
New Hampshire
$104K 4,700
RBC
57
Roble Belko & Company
Pennsylvania
$93K 4,185 +2,333 +126%
HI
58
Harbour Investments
Wisconsin
$90.2K 4,067 +87 +2%
WFA
59
Wells Financial Advisors
Massachusetts
$88.7K 4,000 +4,000 New
IA
60
IFP Advisors
Florida
$67K 2,661 +2,661 New
CTC
61
Central Trust Company
Missouri
$64.5K 2,909 +979 +51%
PFM
62
Phillips Financial Management
Indiana
$55.1K 2,486 +2,486 New
BAM
63
Belpointe Asset Management
Nevada
$48.8K 2,200 +2,200 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$45K 2,021
PA
65
PSI Advisors
Florida
$29.5K 1,330 +1,330 New
KOCAA
66
Knights of Columbus Asset Advisors
Connecticut
$27.5K 1,239
SBL
67
Sargent Bickham Lagudis
Colorado
$18.2K 820 +45 +6%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$11K 512 -844,516 -100%
NA
69
NewEdge Advisors
Louisiana
$1.34K 60,208 +60,208 New
BlackRock
70
BlackRock
New York
$1.11K 50 +3 +6%
Stifel Financial
71
Stifel Financial
Missouri
-1,335,587 Closed
CIM
72
Confluence Investment Management
Missouri
-829,390 Closed
Citadel Advisors
73
Citadel Advisors
Florida
-65,518 Closed
VWA
74
Visionary Wealth Advisors
Illinois
-40,252 Closed
NA
75
Navellier & Associates
Nevada
-38,828 Closed