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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

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.

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
2.97%
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
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$28.1M
2
ACA
2
Aptus Capital Advisors
Alabama
$52.2M
3
OMC
3
Old Mission Capital
Illinois
$11.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
CFS
5
Commonwealth Financial Services
West Virginia
$8.51M

Top Sellers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$0
2
SL
2
Summitry LLC
California
$0
3
US Bancorp
3
US Bancorp
Minnesota
$18.8M
4
SHA
4
Seneca House Advisors
Virginia
$2.06M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFRG
51
Houlihan Financial Resource Group
Virginia
$3.56M 157,219 +10,940 +7%
4FG
52
4Thought Financial Group
New York
$3.54M 156,335 +10,036 +7%
LFASL
53
Lugano Financial Advisors SA (LFA)
Switzerland
$3.49M 154,098 +19,554 +15%
SCA
54
Snowden Capital Advisors
New York
$3.45M 151,970 -654 -0.4%
MA
55
MCF Advisors
Kentucky
$3.34M 147,180 +1,364 +0.9%
Stifel Financial
56
Stifel Financial
Missouri
$3.25M 143,290 +14,692 +11%
MGIA
57
Matthew Goff Investment Advisor
Texas
$3.23M 142,517 -2,075 -1%
NDSI
58
Newman Dignan & Sheerar Inc
Rhode Island
$3.13M 138,274 +138,274 New
MW
59
Members Wealth
Pennsylvania
$3.02M 130,566 +130,566 New
BPA
60
Beacon Pointe Advisors
California
$2.91M 128,554 +36,030 +39%
WI
61
WrapManager Inc
California
$2.91M 128,465 +16,096 +14%
PA
62
Parallel Advisors
California
$2.89M 127,476 +3,531 +3%
CTWM
63
Cherry Tree Wealth Management
Minnesota
$2.85M 125,600 +25,683 +26%
PWP
64
Precedent Wealth Partners
Texas
$2.83M 124,708 +16,318 +15%
CA
65
CGN Advisors
Kansas
$2.82M 124,176 +9,275 +8%
CTC
66
Central Trust Company
Missouri
$2.66M 117,547 +49,408 +73%
MSRI
67
Michael S. Ryan Inc
New York
$2.55M 112,504 +1,835 +2%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$2.49M 109,646 +12,135 +12%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$2.28M 100,708 +30,205 +43%
IA
70
IFP Advisors
Florida
$2.23M 98,430 +1,630 +2%
GRP
71
Global Retirement Partners
California
$2.22M 97,780 +25,987 +36%
SHA
72
Seneca House Advisors
Virginia
$2.06M 90,914 -52,706 -37%
MIH
73
Meitav Investment House
Israel
$2.04M 89,990 +9,971 +12%
LF
74
LifePlan Financial
Minnesota
$2.02M 88,900 +22,465 +34%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$1.89M 83,296 +816 +1%
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