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iShares iBonds Dec 2029 Term Corporate ETF

120 hedge funds and large institutions have $548M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
59
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.21M 55,116 +39,417 +251%
LHC
52
Little House Capital
Massachusetts
$1.17M 53,636 +5,404 +11%
AWM
53
AE Wealth Management
Kansas
$1.09M 49,879 +49,879 New
KNW
54
Kesler Norman & Wride
Utah
$956K 43,675 -21,801 -33%
CPIA
55
Cornell Pochily Investment Advisors
New York
$901K 41,149 +41,149 New
BPA
56
Beacon Pointe Advisors
California
$880K 40,172 +15,409 +62%
NA
57
Navellier & Associates
Nevada
$850K 38,828 +38,828 New
ABC
58
Associated Banc-Corp
Wisconsin
$844K 38,552 -5,415 -12%
NA
59
NewEdge Advisors
Louisiana
$827K 37,768 -20,150 -35%
KAS
60
Kestra Advisory Services
Texas
$749K 34,218 +34,218 New
FNB
61
Farmers National Bank
Kentucky
$743K 33,914 +2,090 +7%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$706K 32,255 -332 -1%
MSRI
63
Michael S. Ryan Inc
New York
$704K 32,594 +32,594 New
HFRG
64
Houlihan Financial Resource Group
Virginia
$699K 32,279 +32,279 New
MML Investors Services
65
MML Investors Services
Massachusetts
$640K 29,229 -4,344 -13%
CWM
66
Cabot Wealth Management
Massachusetts
$588K 26,834 +26,834 New
BEI
67
Benjamin Edwards Inc
Missouri
$579K 26,452 -302 -1%
DWT
68
Dorsey & Whitney Trust
South Dakota
$569K 26,000
RBC
69
Roble Belko & Company
Pennsylvania
$513K 23,408 +1,330 +6%
PSIWM
70
Paradigm Strategies in Wealth Management
Minnesota
$480K 21,907 +21,907 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$471K 21,523 -19,463 -47%
BCPWM
72
Bradley & Co Private Wealth Management
Florida
$454K 20,728
OMC
73
Old Mission Capital
Illinois
$454K 20,709 +7,679 +59%
CTC
74
Central Trust Company
Missouri
$420K 19,177 +2,535 +15%
FBB
75
Fulton Breakefield Broenniman
Maryland
$418K 19,065 +5,905 +45%