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iShares iBonds Dec 2029 Term Corporate ETF

204 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

641% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 17

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $970M → $1.1B (+$134M)

12% more funds holding

Funds holding: 182204 (+22)

0.16% more ownership

Funds ownership: 77.33%77.49% (+0.16%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
30
Increased
126
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
51
Houlihan Financial Resource Group
Virginia
$3.56M +$247K +10,940 +7%
4FG
52
4Thought Financial Group
New York
$3.54M +$226K +10,036 +7%
LFASL
53
Lugano Financial Advisors SA (LFA)
Switzerland
$3.49M +$441K +19,554 +15%
SCA
54
Snowden Capital Advisors
New York
$3.45M -$14.8K -654 -0.4%
MA
55
MCF Advisors
Kentucky
$3.34M +$30.8K +1,364 +0.9%
Stifel Financial
56
Stifel Financial
Missouri
$3.25M +$331K +14,692 +11%
MGIA
57
Matthew Goff Investment Advisor
Texas
$3.23M -$46.8K -2,075 -1%
NDSI
58
Newman Dignan & Sheerar Inc
Rhode Island
$3.13M +$3.12M +138,274 New
MW
59
Members Wealth
Pennsylvania
$3.02M +$2.95M +130,566 New
BPA
60
Beacon Pointe Advisors
California
$2.91M +$813K +36,030 +39%
WI
61
WrapManager Inc
California
$2.91M +$363K +16,096 +14%
PA
62
Parallel Advisors
California
$2.89M +$79.7K +3,531 +3%
CTWM
63
Cherry Tree Wealth Management
Minnesota
$2.85M +$579K +25,683 +26%
PWP
64
Precedent Wealth Partners
Texas
$2.83M +$368K +16,318 +15%
CA
65
CGN Advisors
Kansas
$2.82M +$209K +9,275 +8%
CTC
66
Central Trust Company
Missouri
$2.66M +$1.11M +49,408 +73%
MSRI
67
Michael S. Ryan Inc
New York
$2.55M +$41.4K +1,835 +2%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$2.49M +$274K +12,135 +12%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$2.28M +$681K +30,205 +43%
IA
70
IFP Advisors
Florida
$2.23M +$36.8K +1,630 +2%
GRP
71
Global Retirement Partners
California
$2.22M +$586K +25,987 +36%
SHA
72
Seneca House Advisors
Virginia
$2.06M -$1.19M -52,706 -37%
MIH
73
Meitav Investment House
Israel
$2.04M +$225K +9,971 +12%
LF
74
LifePlan Financial
Minnesota
$2.02M +$507K +22,465 +34%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$1.89M +$18.4K +816 +1%