IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF

156 hedge funds and large institutions have $803M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
156
Holders Change
+36
Holders Change %
+30%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
44
Increased
83
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
76
Coldstream Capital Management
Washington
$966K +$699K +30,300 +262%
LF
77
LifePlan Financial
Minnesota
$966K +$966K +41,862 New
PSIWM
78
Paradigm Strategies in Wealth Management
Minnesota
$949K +$443K +19,207 +88%
NA
79
Navellier & Associates
Nevada
$937K +$41.5K +1,800 +5%
RBC
80
Roble Belko & Company
Pennsylvania
$888K +$348K +15,091 +64%
ABC
81
Associated Banc-Corp
Wisconsin
$872K -$17.3K -752 -2%
FNB
82
Farmers National Bank
Kentucky
$786K +$3.18K +138 +0.4%
KNW
83
Kesler Norman & Wride
Utah
$774K -$234K -10,143 -23%
Osaic Holdings
84
Osaic Holdings
Arizona
$768K +$412K +17,858 +116%
Mariner
85
Mariner
Kansas
$740K +$740K +32,074 New
LWL
86
Leo Wealth LLC
Texas
$734K +$734K +31,823 New
GRP
87
Global Retirement Partners
California
$720K +$683K +29,714 +1,856%
MTWM
88
Masso Torrence Wealth Management
New Jersey
$675K +$675K +29,260 New
CWM
89
Cabot Wealth Management
Massachusetts
$663K +$43.8K +1,897 +7%
FBB
90
Fulton Breakefield Broenniman
Maryland
$634K +$194K +8,429 +44%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$618K +$477K +20,695 +339%
BEI
92
Benjamin Edwards Inc
Missouri
$607K -$3.46K -150 -0.6%
SWM
93
Segment Wealth Management
Texas
$602K +$284K +12,300 +89%
DWT
94
Dorsey & Whitney Trust
South Dakota
$600K
SP
95
Stonebrook Private
Michigan
$572K +$572K +24,801 New
MML Investors Services
96
MML Investors Services
Massachusetts
$568K -$106K -4,612 -16%
MFG
97
Mendota Financial Group
Wisconsin
$566K +$566K +24,521 New
JIR
98
James Investment Research
Ohio
$550K +$550K +23,840 New
BFG
99
Beacon Financial Group
Texas
$549K +$549K +23,778 New
AWM
100
AE Wealth Management
Kansas
$528K -$614K -26,805 -54%