IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF

156 hedge funds and large institutions have $803M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
156
Holders Change
+36
Holders Change %
+30%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
44
Increased
83
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WI
51
WrapManager Inc
California
$2.44M 105,798 +7,244 +7%
OMC
52
Old Mission Capital
Illinois
$2.42M 104,747 +84,038 +406%
Stifel Financial
53
Stifel Financial
Missouri
$2.37M 102,752 +24,355 +31%
IF
54
Ironwood Financial
Arizona
$2.26M 97,899 +97,899 New
PA
55
Probity Advisors
Texas
$2.19M 94,914 +94,914 New
Goldman Sachs
56
Goldman Sachs
New York
$2.19M 94,846 +94,846 New
MA
57
Mutual Advisors
Nebraska
$2.13M 92,453 +5,681 +7%
PWP
58
Precedent Wealth Partners
Texas
$2.13M 92,293 +92,293 New
SCA
59
Snowden Capital Advisors
New York
$2.06M 89,161 +8,100 +10%
IA
60
IFP Advisors
Florida
$2.03M 88,047 +85,409 +3,238%
Lido Advisors
61
Lido Advisors
California
$1.81M 78,526 +78,526 New
PA
62
Parallel Advisors
California
$1.73M 74,955 +67,628 +923%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$1.63M 70,798 +66,070 +1,397%
LFASL
64
Lugano Financial Advisors SA (LFA)
Switzerland
$1.59M 68,901 +68,901 New
ACS
65
Archford Capital Strategies
Illinois
$1.32M 57,383 -16,108 -22%
CTWM
66
Cherry Tree Wealth Management
Minnesota
$1.32M 57,171 +57,171 New
BPA
67
Beacon Pointe Advisors
California
$1.32M 57,120 +16,948 +42%
Citadel Advisors
68
Citadel Advisors
Florida
$1.31M 56,799 +1,683 +3%
LHC
69
Little House Capital
Massachusetts
$1.26M 54,500 +864 +2%
UCFA
70
United Capital Financial Advisors
Texas
$1.16M 50,211 -12,939 -20%
SWP
71
Stratos Wealth Partners
Ohio
$1.14M 49,209 +49,209 New
Neuberger Berman Group
72
Neuberger Berman Group
New York
$1.12M 48,710 +48,710 New
CTC
73
Central Trust Company
Missouri
$1.1M 47,742 +28,565 +149%
CPIA
74
Cornell Pochily Investment Advisors
New York
$974K 42,239 +1,090 +3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$973K 42,156 +9,901 +31%