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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 Holding Trade Value Shares
Change
Shares
Change %
HI
101
Harbour Investments
Wisconsin
$91.6K +$1.01K +46 +1%
WFA
102
Wells Financial Advisors
Massachusetts
$87.6K
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$61.6K +$49.3K +2,227 +402%
BWL
104
Bogart Wealth LLC
Virginia
$60.8K +$60.8K +2,777 New
IA
105
IFP Advisors
Florida
$57.8K -$6.44K -294 -10%
PFM
106
Phillips Financial Management
Indiana
$54.4K
EW
107
Element Wealth
Mississippi
$47.9K
SPIA
108
Steward Partners Investment Advisory
New York
$37.7K +$19.9K +907 +111%
GRP
109
Global Retirement Partners
California
$34.7K +$34.7K +1,601 New
PA
110
PSI Advisors
Florida
$29.1K
KOCAA
111
Knights of Columbus Asset Advisors
Connecticut
$27.1K
BFEC
112
Benjamin F. Edwards & Company
Missouri
$26K
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$24.5K +$24.5K +1,119 New
ANBT
114
American National Bank & Trust
Texas
$14.9K +$14.9K +679 New
BCWM
115
Bartlett & Co Wealth Management
Ohio
$13.1K
BC
116
Bartlett & Co
Ohio
$13K
PWA
117
Provenance Wealth Advisors
Florida
$9.55K +$9.55K +436 New
HL
118
HeadInvest LLC
Maine
$6.73K +$6.73K +310 New
Creative Planning
119
Creative Planning
Kansas
$3.79K +$3.79K +173 New
BlackRock
120
BlackRock
New York
$1.1K
ACM
121
Advisors Capital Management
New Jersey
-$13.3M -593,416 Closed
AMM
122
American Money Management
California
-$205K -9,151 Closed
SF
123
Safeguard Financial
Wisconsin
-$11K -531 Closed