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iShares iBonds Dec 2029 Term Corporate ETF

120 hedge funds and large institutions have $548M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
59
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$382K 17,457 +17,457 New
IWC
77
Integrated Wealth Concepts
Massachusetts
$382K 17,450 +1,513 +9%
MIH
78
Meitav Investment House
Israel
$370K 16,911 -778 -4%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$369K 16,852 +16,852 New
AGP
80
Autumn Glory Partners
Texas
$361K 16,492 +5,163 +46%
RW
81
RVW Wealth
California
$346K 15,777 +976 +7%
RWM
82
Ritholtz Wealth Management
New York
$344K 15,725 +5,725 +57%
Osaic Holdings
83
Osaic Holdings
Arizona
$338K 15,428 -5,784 -27%
MSWM
84
McGlone Suttner Wealth Management
Wisconsin
$321K 14,680
LF
85
Lee Financial
Texas
$319K 14,550
GHA
86
Granite Harbor Advisors
Texas
$304K 13,889
SWM
87
Segment Wealth Management
Texas
$302K 13,775 +13,775 New
LNC
88
Lincoln National Corp
Pennsylvania
$273K 12,454 +12,454 New
BSSFA
89
Baron Silver Stevens Financial Advisors
Florida
$270K 12,336 +137 +1%
CCM
90
Coldstream Capital Management
Washington
$253K 11,565 +11,565 New
RSWM
91
Robertson Stephens Wealth Management
California
$252K 11,500
SFO
92
Stokes Family Office
Louisiana
$243K 11,110 +11,110 New
FCA
93
FinTrust Capital Advisors
South Carolina
$227K 10,350 +2,951 +40%
RW
94
REDW Wealth
New Mexico
$212K 9,664 +9,664 New
CFS
95
Commonwealth Financial Services
West Virginia
$201K 9,186 +9,186 New
PA
96
Parallel Advisors
California
$160K 7,327 +3,827 +109%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$134K 6,099 -2,331 -28%
BONH
98
Bank of New Hampshire
New Hampshire
$114K 5,200 +500 +11%
AA
99
Addison Advisors
Vermont
$105K 4,785 +3,675 +331%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$104K 4,728 -83 -2%