We are live on ! Find out more
IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF

204 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

641% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 17

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $970M → $1.1B (+$134M)

12% more funds holding

Funds holding: 182204 (+22)

0.16% more ownership

Funds ownership: 77.33%77.49% (+0.16%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
30
Increased
126
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$1.77M -$369K -16,339 -18%
Mariner
77
Mariner
Kansas
$1.76M +$265K +11,757 +18%
SFB
78
STAR Financial Bank
Indiana
$1.75M +$1.74M +77,353 New
ST
79
Sabal Trust
Florida
$1.73M +$1.72M +76,459 New
PSIWM
80
Paradigm Strategies in Wealth Management
Minnesota
$1.73M -$139K -6,175 -7%
SWP
81
Stratos Wealth Partners
Ohio
$1.71M +$479K +21,255 +39%
CCM
82
Coldstream Capital Management
Washington
$1.69M +$336K +14,890 +25%
ADL
83
Asset Dedication LLC
California
$1.6M +$1.59M +70,447 New
GT
84
Glenview Trust
Kentucky
$1.6M +$1.36M +60,320 +598%
SA
85
Sanctuary Advisors
Indiana
$1.54M +$1.56M +68,950 New
EC
86
Estate Counselors
Wisconsin
$1.39M +$1.38M +61,150 New
FBB
87
Fulton Breakefield Broenniman
Maryland
$1.38M +$114K +5,069 +9%
ACS
88
Archford Capital Strategies
Illinois
$1.33M +$38.7K +1,717 +3%
Osaic Holdings
89
Osaic Holdings
Arizona
$1.33M +$630K +27,911 +91%
ABC
90
Associated Banc-Corp
Wisconsin
$1.29M +$191K +8,445 +17%
SWM
91
Segment Wealth Management
Texas
$1.28M +$96K +4,255 +8%
SP
92
Stonebrook Private
Michigan
$1.26M +$304K +13,479 +32%
LHC
93
Little House Capital
Massachusetts
$1.18M +$1.18M +52,216 New
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M +$698K +30,950 +149%
UCFA
95
United Capital Financial Advisors
Texas
$1.17M +$34.4K +1,526 +3%
JAG
96
Journey Advisory Group
Kentucky
$1.11M +$1.1M +48,918 New
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$1.03M +$387K +17,156 +60%
CPIA
98
Cornell Pochily Investment Advisors
New York
$993K +$50.4K +2,236 +5%
PAG
99
Private Advisor Group
New Jersey
$984K +$419K +18,592 +75%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$938K +$3K +133 +0.3%