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iShares iBonds Dec 2029 Term Corporate ETF

256 hedge funds and large institutions have $1.73B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
256
Holders Change
+31
Holders Change %
+13.78%
% of All Funds
3.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
47
Increased
152
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
76
Beacon Pointe Advisors
California
$3.69M +$536K +23,518 +17%
LFASL
77
Lugano Financial Advisors SA (LFA)
Switzerland
$3.59M -$77.1K -3,380 -2%
VWMG
78
Virginia Wealth Management Group
Virginia
$3.52M +$3.52M +154,505 New
R
79
Rebalance
California
$3.45M +$3.45M +151,380 New
NDSI
80
Newman Dignan & Sheerar Inc
Rhode Island
$3.42M +$163K +7,147 +5%
CA
81
CGN Advisors
Kansas
$3.39M +$391K +17,158 +13%
SFS
82
Sowell Financial Services
Arkansas
$3.32M +$3.32M +145,652 New
WI
83
WrapManager Inc
California
$3.23M +$133K +5,834 +4%
MGIA
84
Matthew Goff Investment Advisor
Texas
$3.23M -$20.1K -881 -0.6%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$3.18M +$161K +7,043 +5%
ST
86
Spinnaker Trust
Maine
$3.05M +$1.84M +80,623 +151%
PWP
87
Precedent Wealth Partners
Texas
$2.99M -$319K -13,983 -10%
CL
88
COWA LLC
Oklahoma
$2.88M +$1.06M +46,647 +59%
GRP
89
Global Retirement Partners
California
$2.82M +$234K +10,253 +9%
SP
90
Stonebrook Private
Michigan
$2.77M +$948K +41,588 +52%
MSRI
91
Michael S. Ryan Inc
New York
$2.76M +$93K +4,078 +3%
MW
92
Members Wealth
Pennsylvania
$2.75M +$2.75M +120,613 New
SFB
93
STAR Financial Bank
Indiana
$2.7M +$66.7K +2,925 +3%
LWL
94
Leo Wealth LLC
Texas
$2.5M +$1.61M +70,459 +180%
LF
95
LifePlan Financial
Minnesota
$2.5M +$2.5M +109,647 New
Citadel Advisors
96
Citadel Advisors
Florida
$2.5M -$4.98M -218,501 -67%
Osaic Holdings
97
Osaic Holdings
Arizona
$2.36M +$259K +11,373 +12%
MA
98
MONECO Advisors
Connecticut
$2.22M +$103K +4,512 +5%
MIH
99
Meitav Investment House
Israel
$2.19M -$57.5K -2,524 -3%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$2.15M +$168K +7,380 +9%