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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.

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
2.97%
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
Shares
Change %
CWM
101
Cabot Wealth Management
Massachusetts
$933K +$196K +8,664 +27%
BFG
102
Beacon Financial Group
Texas
$910K +$99K +4,365 +12%
RBC
103
Roble Belko & Company
Pennsylvania
$873K
MFG
104
Mendota Financial Group
Wisconsin
$869K +$10.2K +452 +1%
Creative Planning
105
Creative Planning
Kansas
$862K +$625K +27,564 +264%
FNB
106
Farmers National Bank
Kentucky
$859K +$71.9K +3,171 +9%
CTA
107
Chesley Taft & Associates
Illinois
$857K +$342K +15,100 +67%
MTWM
108
Masso Torrence Wealth Management
New Jersey
$849K +$41.4K +1,825 +5%
Citadel Advisors
109
Citadel Advisors
Florida
$832K +$832K +36,707 New
MA
110
MONECO Advisors
Connecticut
$817K +$72.6K +3,204 +10%
CCM
111
Crew Capital Management
Ohio
$783K +$783K +34,540 New
KNW
112
Kesler Norman & Wride
Utah
$741K -$11.6K -510 -2%
LWL
113
Leo Wealth LLC
Texas
$737K +$195K +8,580 +36%
BSSFA
114
Baron Silver Stevens Financial Advisors
Florida
$734K -$60.5K -2,667 -8%
FNT
115
First National Trust
Pennsylvania
$730K +$292K +12,868 +67%
VA
116
Valmark Advisers
Ohio
$726K +$418K +18,432 +135%
SF
117
Safeguard Financial
Wisconsin
$725K +$260K +11,479 +56%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$722K +$161K +7,110 +29%
ST
119
Spinnaker Trust
Maine
$710K +$255K +11,246 +56%
VWM
120
Valley Wealth Managers
New Jersey
$701K +$237K +10,450 +51%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$660K +$37.9K +1,671 +6%
BEI
122
Benjamin Edwards Inc
Missouri
$642K +$102K +4,508 +19%
JIR
123
James Investment Research
Ohio
$620K
DWT
124
Dorsey & Whitney Trust
South Dakota
$589K
Comerica Bank
125
Comerica Bank
Texas
$577K +$431 +19 +0.1%