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iShares iBonds Dec 2029 Term Corporate ETF

82 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 9

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $277M → $404M (+$127M)

17% more funds holding

Funds holding: 7082 (+12)

6.86% less ownership

Funds ownership: 86.84%79.98% (-6.9%)

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
46
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
51
Dorsey & Whitney Trust
South Dakota
$595K
PWM
52
Praetorian Wealth Management
California
$546K +$539K +23,848 New
BPA
53
Beacon Pointe Advisors
California
$502K +$496K +21,958 New
BCPWM
54
Bradley & Co Private Wealth Management
Florida
$474K -$256K -11,312 -35%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$430K +$425K +18,785 New
LF
56
Lee Financial
Texas
$333K +$329K +14,550 New
Osaic Holdings
57
Osaic Holdings
Arizona
$324K +$51.4K +2,273 +19%
MSWM
58
McGlone Suttner Wealth Management
Wisconsin
$309K +$306K +13,523 New
MA
59
MCF Advisors
Kentucky
$305K
BSSFA
60
Baron Silver Stevens Financial Advisors
Florida
$278K +$275K +12,155 New
CTC
61
Central Trust Company
Missouri
$272K +$203K +9,000 +309%
VCM
62
Vigilant Capital Management
Maine
$249K +$74K +3,275 +43%
RW
63
RVW Wealth
California
$223K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$219K +$107K +4,735 +98%
AMM
65
American Money Management
California
$209K -$5.97K -264 -3%
Truist Financial
66
Truist Financial
North Carolina
$202K +$199K +8,819 New
RBC
67
Roble Belko & Company
Pennsylvania
$173K +$76K +3,363 +80%
FCA
68
FinTrust Capital Advisors
South Carolina
$164K
BONH
69
Bank of New Hampshire
New Hampshire
$108K
HI
70
Harbour Investments
Wisconsin
$93.7K +$610 +27 +0.7%
WFA
71
Wells Financial Advisors
Massachusetts
$91.5K
PA
72
Parallel Advisors
California
$80.1K +$79.1K +3,500 New
IA
73
IFP Advisors
Florida
$68.3K +$1.27K +56 +2%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$60K +$13.2K +584 +29%
PFM
75
Phillips Financial Management
Indiana
$56.9K