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iShares iBonds Dec 2029 Term Corporate ETF

182 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
35
Increased
103
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SHA
51
Seneca House Advisors
Virginia
$3.28M 143,620 -36,331 -20%
Lido Advisors
52
Lido Advisors
California
$3.1M 136,038 +57,512 +73%
LFASL
53
Lugano Financial Advisors SA (LFA)
Switzerland
$3.07M 134,544 +65,643 +95%
Stifel Financial
54
Stifel Financial
Missouri
$2.93M 128,598 +25,846 +25%
PA
55
Parallel Advisors
California
$2.83M 123,945 +48,990 +65%
CA
56
CGN Advisors
Kansas
$2.62M 114,901 -19,384 -14%
WI
57
WrapManager Inc
California
$2.56M 112,369 +6,571 +6%
MSRI
58
Michael S. Ryan Inc
New York
$2.53M 110,669 +2,448 +2%
PWP
59
Precedent Wealth Partners
Texas
$2.47M 108,390 +16,097 +17%
CTWM
60
Cherry Tree Wealth Management
Minnesota
$2.28M 99,917 +42,746 +75%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2.23M 97,511 +26,713 +38%
IA
62
IFP Advisors
Florida
$2.21M 96,800 +8,753 +10%
MA
63
Mutual Advisors
Nebraska
$2.13M 93,201 +748 +0.8%
BPA
64
Beacon Pointe Advisors
California
$2.11M 92,524 +35,404 +62%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$1.88M 82,480 +33,770 +69%
PSIWM
66
Paradigm Strategies in Wealth Management
Minnesota
$1.88M 82,429 +41,315 +100%
MIH
67
Meitav Investment House
Israel
$1.83M 80,019 +59,977 +299%
GRP
68
Global Retirement Partners
California
$1.64M 71,793 +40,478 +129%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$1.61M 70,503 +43,709 +163%
CTC
70
Central Trust Company
Missouri
$1.55M 68,139 +20,397 +43%
HA
71
Hamel Associates
New Jersey
$1.53M 66,880 +66,880 New
LF
72
LifePlan Financial
Minnesota
$1.52M 66,435 +24,573 +59%
Mariner
73
Mariner
Kansas
$1.5M 65,843 +33,769 +105%
CCM
74
Coldstream Capital Management
Washington
$1.37M 59,817 +17,952 +43%
ACS
75
Archford Capital Strategies
Illinois
$1.3M 56,942 -441 -0.8%