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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$32.5M
2
BEI
2
Benjamin Edwards Inc
Missouri
$24.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$26.5M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$22.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$74.7M

Top Sellers

1
MLA
1
MB, Levis & Associates
Pennsylvania
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
US Bancorp
3
US Bancorp
Minnesota
$15.8M
4
LF
4
LifePlan Financial
Minnesota
$0
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
101
Estate Counselors
Wisconsin
$1.44M +$2.14K +91 +0.1%
SWM
102
Segment Wealth Management
Texas
$1.43M +$106K +4,520 +8%
MA
103
Mutual Advisors
Nebraska
$1.36M -$420K -18,162 -24%
ABC
104
Associated Banc-Corp
Wisconsin
$1.34M +$5.41K +230 +0.4%
ACS
105
Archford Capital Strategies
Illinois
$1.32M -$37.2K -1,604 -3%
LHC
106
Little House Capital
Massachusetts
$1.28M +$53.2K +2,262 +4%
CTA
107
Chesley Taft & Associates
Illinois
$1.26M +$371K +15,800 +42%
UCFA
108
United Capital Financial Advisors
Texas
$1.26M +$44.6K +1,898 +4%
ST
109
Spinnaker Trust
Maine
$1.25M +$517K +21,971 +70%
VA
110
Valmark Advisers
Ohio
$1.22M +$470K +19,982 +62%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.16M +$189K +8,053 +19%
PAG
112
Private Advisor Group
New Jersey
$1.16M +$140K +5,963 +14%
SF
113
Safeguard Financial
Wisconsin
$1.13M +$377K +16,047 +50%
ADL
114
Asset Dedication LLC
California
$1.11M -$545K -23,189 -33%
JAG
115
Journey Advisory Group
Kentucky
$1.11M – – –
CPIA
116
Cornell Pochily Investment Advisors
New York
$1.11M +$75.5K +3,211 +7%
ATC
117
Adirondack Trust Company
New York
$1M +$523K +22,271 +109%
MFG
118
Mendota Financial Group
Wisconsin
$993K +$92.4K +3,929 +10%
Creative Planning
119
Creative Planning
Kansas
$946K +$52K +2,213 +6%
LWL
120
Leo Wealth LLC
Texas
$923K +$159K +6,745 +21%
RBC
121
Roble Belko & Company
Pennsylvania
$905K – – –
MTWM
122
Masso Torrence Wealth Management
New Jersey
$890K +$9.97K +424 +1%
MBT
123
Montecito Bank & Trust
California
$819K +$390K +16,581 +91%
CCM
124
Crew Capital Management
Ohio
$812K -$353 -15 -0%
Truist Financial
125
Truist Financial
North Carolina
$810K +$810K +34,470 New
3 4
5
6 7