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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.

New
Increased
Maintained
Reduced
Closed

453% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 15

450% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

47% more capital invested

Capital invested by funds: $548M → $803M (+$256M)

30% more funds holding

Funds holding: 120156 (+36)

8.06% more ownership

Funds ownership: 79.77%87.83% (+8.1%)

Holders
156
Holders Change
+36
Holders Change %
+30%
% of All Funds
2.27%
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
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$517K +$123K +5,560 +33%
Comerica Bank
102
Comerica Bank
Texas
$517K +$110K +4,942 +28%
SWC
103
Spectrum Wealth Counsel
Indiana
$507K +$487K +21,956 New
BCPWM
104
Bradley & Co Private Wealth Management
Florida
$478K
MIH
105
Meitav Investment House
Israel
$462K +$69.4K +3,131 +19%
LNC
106
Lincoln National Corp
Pennsylvania
$434K +$141K +6,343 +51%
GWA
107
Gratus Wealth Advisors
Virginia
$410K +$394K +17,788 New
SFO
108
Stokes Family Office
Louisiana
$406K +$144K +6,500 +59%
IWC
109
Integrated Wealth Concepts
Massachusetts
$403K +$665 +30 +0.2%
AGP
110
Autumn Glory Partners
Texas
$396K +$16.4K +742 +4%
RW
111
RVW Wealth
California
$395K +$29.5K +1,333 +8%
MSWM
112
McGlone Suttner Wealth Management
Wisconsin
$379K +$38.3K +1,728 +12%
RWM
113
Ritholtz Wealth Management
New York
$363K
CFS
114
Commonwealth Financial Services
West Virginia
$358K +$141K +6,352 +69%
CCWA
115
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$339K +$325K +14,680 New
LF
116
Lee Financial
Texas
$336K
SWP
117
Summit Wealth Partners
Florida
$331K +$318K +14,365 New
GHA
118
Granite Harbor Advisors
Texas
$320K
PAG
119
Private Advisor Group
New Jersey
$320K +$308K +13,883 New
RSWM
120
Robertson Stephens Wealth Management
California
$317K +$50K +2,254 +20%
EWM
121
Executive Wealth Management
Michigan
$310K +$298K +13,431 New
RW
122
REDW Wealth
New Mexico
$298K +$72.6K +3,274 +34%
ATC
123
Adirondack Trust Company
New York
$286K +$280K +12,619 New
HFA
124
Highland Financial Advisors
New Jersey
$256K +$246K +11,110 New
BONH
125
Bank of New Hampshire
New Hampshire
$249K +$124K +5,590 +108%