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iShares iBonds Dec 2029 Term Corporate ETF

256 hedge funds and large institutions have $1.73B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 28

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

23% more capital invested

Capital invested by funds: $1.41B → $1.73B (+$322M)

14% more funds holding

Funds holding: 225256 (+31)

3.54% more ownership

Funds ownership: 75.3%78.83% (+3.5%)

Holders
256
Holders Change
+31
Holders Change %
+13.78%
% of All Funds
3.37%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
47
Increased
152
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
51
Guidance Point Advisors
Massachusetts
$6.79M +$138K +5,995 +2%
CTC
52
Central Trust Company
Missouri
$6.3M +$2.69M +116,699 +73%
JWCA
53
J.W. Cole Advisors
Florida
$6.17M -$637K -27,635 -9%
KTM
54
Keeler Thomas Management
Utah
$6.14M -$393K -17,057 -6%
CIM
55
Confluence Investment Management
Missouri
$5.81M +$187K +8,131 +3%
PA
56
Parallel Advisors
California
$5.51M +$1.13M +49,129 +26%
SWMG
57
Signature Wealth Management Group
Georgia
$5.45M +$44.2K +1,919 +0.8%
SSB
58
Sandy Spring Bank
Maryland
$5.43M +$202K +8,776 +4%
AIA
59
Arcadia Investment Advisors
Idaho
$5.39M +$5.24M +227,687 +2,658%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$5.36M +$972K +42,209 +22%
SWP
61
Stratos Wealth Partners
Ohio
$5.29M +$107K +4,627 +2%
SCM
62
Spreng Capital Management
Ohio
$5.28M +$313K +13,566 +6%
HFRG
63
Houlihan Financial Resource Group
Virginia
$4.65M +$358K +15,552 +8%
PWM
64
Praetorian Wealth Management
California
$4.57M +$257K +11,138 +6%
IA
65
IFP Advisors
Florida
$4.52M +$2.3M +99,770 +101%
DSA
66
Droms Strauss Advisors
Missouri
$4.5M +$238K +10,313 +6%
FNT
67
First National Trust
Pennsylvania
$4.39M +$2.84M +123,088 +177%
ST
68
Sabal Trust
Florida
$4.01M +$971K +42,138 +32%
WMWM
69
Wilkins Miller Wealth Management
Alabama
$4M +$4.04M +175,421 New
SCA
70
Snowden Capital Advisors
New York
$4M +$162K +7,023 +4%
CTWM
71
Cherry Tree Wealth Management
Minnesota
$3.94M +$661K +28,700 +20%
EWM
72
Executive Wealth Management
Michigan
$3.9M +$992K +43,085 +34%
4FG
73
4Thought Financial Group
New York
$3.81M +$197K +8,536 +5%
KF
74
Krilogy Financial
Missouri
$3.78M -$164K -7,108 -4%
GT
75
Glenview Trust
Kentucky
$3.7M +$1.62M +70,536 +77%