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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$32.5M
2
BEI
2
Benjamin Edwards Inc
Missouri
$24.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$26.5M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$22.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$74.7M

Top Sellers

1
MLA
1
MB, Levis & Associates
Pennsylvania
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
US Bancorp
3
US Bancorp
Minnesota
$15.8M
4
LF
4
LifePlan Financial
Minnesota
$0
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWMG
51
Signature Wealth Management Group
Georgia
$5.58M 237,141 +3,099 +1%
KAS
52
Kestra Advisory Services
Texas
$5.44M 231,581 +43,043 +23%
SSB
53
Sandy Spring Bank
Maryland
$5.39M 229,310 +13,406 +6%
SWP
54
Stratos Wealth Partners
Ohio
$5.35M 227,411 +152,135 +202%
HA
55
Hamel Associates
New Jersey
$5.31M 225,768 +31,275 +16%
SCM
56
Spreng Capital Management
Ohio
$5.13M 218,174 +218,174 New
PRWA
57
Platte River Wealth Advisors
Colorado
$4.98M 211,792 -10,377 -5%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$4.53M 192,782 +92,074 +91%
PA
59
Parallel Advisors
California
$4.53M 192,654 +65,178 +51%
PWM
60
Praetorian Wealth Management
California
$4.45M 189,348 +1,770 +0.9%
HFRG
61
Houlihan Financial Resource Group
Virginia
$4.43M 188,494 +31,275 +20%
DSA
62
Droms Strauss Advisors
Missouri
$4.4M 186,997 +186,997 New
KF
63
Krilogy Financial
Missouri
$4.06M 172,728 +81 +0%
SCA
64
Snowden Capital Advisors
New York
$3.96M 168,282 +16,312 +11%
LFASL
65
Lugano Financial Advisors SA (LFA)
Switzerland
$3.78M 160,979 +6,881 +4%
CTC
66
Central Trust Company
Missouri
$3.75M 159,711 +42,164 +36%
4FG
67
4Thought Financial Group
New York
$3.73M 158,637 +2,302 +1%
PWP
68
Precedent Wealth Partners
Texas
$3.41M 145,022 +20,314 +16%
CTWM
69
Cherry Tree Wealth Management
Minnesota
$3.39M 144,301 +18,701 +15%
MGIA
70
Matthew Goff Investment Advisor
Texas
$3.35M 142,473 -44 -0%
NDSI
71
Newman Dignan & Sheerar Inc
Rhode Island
$3.29M 142,702 +4,428 +3%
BPA
72
Beacon Pointe Advisors
California
$3.25M 138,406 +9,852 +8%
WI
73
WrapManager Inc
California
$3.19M 135,861 +7,396 +6%
ST
74
Sabal Trust
Florida
$3.14M 133,556 +57,097 +75%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$3.11M 132,348 +22,702 +21%
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