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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.

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.56%
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 Market Value Shares Shares
Change
Shares
Change %
AGP
76
Autumn Glory Partners
Texas
$254K 11,329 +11,329 New
VCM
77
Vigilant Capital Management
Maine
$245K 10,920 +45 +0.4%
RWM
78
Ritholtz Wealth Management
New York
$225K 10,000 +10,000 New
AMM
79
American Money Management
California
$205K 9,151
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$189K 8,430 -1,147 -12%
FCA
81
FinTrust Capital Advisors
South Carolina
$164K 7,399
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$108K 4,811 +2,206 +85%
BONH
83
Bank of New Hampshire
New Hampshire
$106K 4,700
HI
84
Harbour Investments
Wisconsin
$92.9K 4,137 +43 +1%
WFA
85
Wells Financial Advisors
Massachusetts
$89.8K 4,000
PA
86
Parallel Advisors
California
$78.6K 3,500
IA
87
IFP Advisors
Florida
$65.8K 2,932 +215 +8%
PFM
88
Phillips Financial Management
Indiana
$55.8K 2,486
EW
89
Element Wealth
Mississippi
$49.1K 2,185 +2,185 New
PA
90
PSI Advisors
Florida
$29.9K 1,330
KOCAA
91
Knights of Columbus Asset Advisors
Connecticut
$27.8K 1,239
BFEC
92
Benjamin F. Edwards & Company
Missouri
$27K 1,200 -512 -30%
AA
93
Addison Advisors
Vermont
$24.9K 1,110 +1,110 New
SPIA
94
Steward Partners Investment Advisory
New York
$18.3K 814 +814 New
BCWM
95
Bartlett & Co Wealth Management
Ohio
$13.5K 600 +600 New
BC
96
Bartlett & Co
Ohio
$13K 600 +600 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$12.5K 554 +554 New
SF
98
Safeguard Financial
Wisconsin
$11K 531 +531 New
BlackRock
99
BlackRock
New York
$1.12K 50
NA
100
Navellier & Associates
Nevada
-38,828 Closed