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iShares iBonds Dec 2029 Term Corporate ETF

99 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 11

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $404M → $493M (+$89M)

21% more funds holding

Funds holding: 8299 (+17)

3.9% more ownership

Funds ownership: 79.98%83.88% (+3.9%)

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
53
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGP
76
Autumn Glory Partners
Texas
$254K +$257K +11,329 New
VCM
77
Vigilant Capital Management
Maine
$245K +$1.02K +45 +0.4%
RWM
78
Ritholtz Wealth Management
New York
$225K +$227K +10,000 New
AMM
79
American Money Management
California
$205K
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$189K -$26K -1,147 -12%
FCA
81
FinTrust Capital Advisors
South Carolina
$164K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$108K +$50K +2,206 +85%
BONH
83
Bank of New Hampshire
New Hampshire
$106K
HI
84
Harbour Investments
Wisconsin
$92.9K +$975 +43 +1%
WFA
85
Wells Financial Advisors
Massachusetts
$89.8K
PA
86
Parallel Advisors
California
$78.6K
IA
87
IFP Advisors
Florida
$65.8K +$4.87K +215 +8%
PFM
88
Phillips Financial Management
Indiana
$55.8K
EW
89
Element Wealth
Mississippi
$49.1K +$49.5K +2,185 New
PA
90
PSI Advisors
Florida
$29.9K
KOCAA
91
Knights of Columbus Asset Advisors
Connecticut
$27.8K
BFEC
92
Benjamin F. Edwards & Company
Missouri
$27K -$11.6K -512 -30%
AA
93
Addison Advisors
Vermont
$24.9K +$25.2K +1,110 New
SPIA
94
Steward Partners Investment Advisory
New York
$18.3K +$18.5K +814 New
BCWM
95
Bartlett & Co Wealth Management
Ohio
$13.5K +$13.6K +600 New
BC
96
Bartlett & Co
Ohio
$13K +$13.6K +600 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$12.5K +$12.6K +554 New
SF
98
Safeguard Financial
Wisconsin
$11K +$12K +531 New
BlackRock
99
BlackRock
New York
$1.12K
NA
100
Navellier & Associates
Nevada
-$888K -38,828 Closed