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iShares iBonds Dec 2029 Term Corporate ETF

182 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
35
Increased
103
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$626K 27,444 +12,764 +87%
JIR
102
James Investment Research
Ohio
$624K 27,340 +3,500 +15%
DWT
103
Dorsey & Whitney Trust
South Dakota
$593K 26,000
Comerica Bank
104
Comerica Bank
Texas
$580K 25,424 +3,025 +14%
PAG
105
Private Advisor Group
New Jersey
$567K 24,832 +10,949 +79%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$564K 24,718 +2,306 +10%
IWC
107
Integrated Wealth Concepts
Massachusetts
$555K 24,306 +6,826 +39%
MML Investors Services
108
MML Investors Services
Massachusetts
$548K 24,018 -599 -2%
LWL
109
Leo Wealth LLC
Texas
$546K 23,919 -7,904 -25%
BEI
110
Benjamin Edwards Inc
Missouri
$543K 23,792 -2,510 -10%
CTA
111
Chesley Taft & Associates
Illinois
$518K 22,700 +22,700 New
SWC
112
Spectrum Wealth Counsel
Indiana
$501K 21,956
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$474K 20,750 +20,750 New
BCPWM
114
Bradley & Co Private Wealth Management
Florida
$473K 20,728
VWM
115
Valley Wealth Managers
New Jersey
$468K 20,493 +20,493 New
SF
116
Safeguard Financial
Wisconsin
$468K 20,488 +10,355 +102%
RSWM
117
Robertson Stephens Wealth Management
California
$463K 20,287 +6,533 +47%
BWM
118
BCS Wealth Management
Tennessee
$462K 20,258 +10,893 +116%
ST
119
Spinnaker Trust
Maine
$458K 20,051 +20,051 New
GWA
120
Gratus Wealth Advisors
Virginia
$453K 20,287 +2,499 +14%
FNT
121
First National Trust
Pennsylvania
$441K 19,318 +19,318 New
FFG
122
Foundry Financial Group
New Hampshire
$416K 18,211 +18,211 New
SFO
123
Stokes Family Office
Louisiana
$402K 17,610
ATC
124
Adirondack Trust Company
New York
$399K 17,492 +4,873 +39%
AGP
125
Autumn Glory Partners
Texas
$393K 17,234