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iShares iBonds Dec 2029 Term Corporate ETF

99 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 11

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $404M → $493M (+$89M)

21% more funds holding

Funds holding: 8299 (+17)

3.9% more ownership

Funds ownership: 79.98%83.88% (+3.9%)

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
53
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$754K +$761K +33,573 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$732K +$7.68K +339 +1%
FNB
53
Farmers National Bank
Kentucky
$714K +$68K +3,001 +10%
PWM
54
Praetorian Wealth Management
California
$647K +$113K +4,973 +21%
BEI
55
Benjamin Edwards Inc
Missouri
$601K +$9.63K +425 +2%
DWT
56
Dorsey & Whitney Trust
South Dakota
$584K
BPA
57
Beacon Pointe Advisors
California
$556K +$63.6K +2,805 +13%
HCM
58
Howland Capital Management
Massachusetts
$540K +$546K +24,068 New
LB
59
Leo Brokerage
Texas
$505K +$510K +22,495 New
RBC
60
Roble Belko & Company
Pennsylvania
$496K +$329K +14,530 +193%
Osaic Holdings
61
Osaic Holdings
Arizona
$476K +$160K +7,037 +50%
BCPWM
62
Bradley & Co Private Wealth Management
Florida
$465K
MIH
63
Meitav Investment House
Israel
$397K +$401K +17,689 New
CTC
64
Central Trust Company
Missouri
$374K +$107K +4,733 +40%
IWC
65
Integrated Wealth Concepts
Massachusetts
$358K +$361K +15,937 New
Citadel Advisors
66
Citadel Advisors
Florida
$352K +$356K +15,699 New
RW
67
RVW Wealth
California
$332K +$114K +5,045 +52%
MSWM
68
McGlone Suttner Wealth Management
Wisconsin
$330K +$26.2K +1,157 +9%
LF
69
Lee Financial
Texas
$327K
GHA
70
Granite Harbor Advisors
Texas
$312K +$315K +13,889 New
MA
71
MCF Advisors
Kentucky
$299K
FBB
72
Fulton Breakefield Broenniman
Maryland
$295K +$298K +13,160 New
OMC
73
Old Mission Capital
Illinois
$293K -$2.46M -108,726 -89%
BSSFA
74
Baron Silver Stevens Financial Advisors
Florida
$274K +$997 +44 +0.4%
RSWM
75
Robertson Stephens Wealth Management
California
$258K +$261K +11,500 New