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iShares iBonds Dec 2029 Term Corporate ETF

256 hedge funds and large institutions have $1.73B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
256
Holders Change
+31
Holders Change %
+13.78%
% of All Funds
3.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
47
Increased
152
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWANC
101
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.11M +$528K +23,150 +33%
FBB
102
Fulton Breakefield Broenniman
Maryland
$2.05M +$397K +17,417 +24%
ATC
103
Adirondack Trust Company
New York
$1.93M +$955K +41,898 +98%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$1.9M
Mariner
105
Mariner
Kansas
$1.89M +$67.6K +2,963 +4%
PSIWM
106
Paradigm Strategies in Wealth Management
Minnesota
$1.83M -$188K -8,253 -9%
CCWA
107
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.72M +$1.72M +75,433 New
CCM
108
Coldstream Capital Management
Washington
$1.71M +$5.38K +236 +0.3%
UCFA
109
United Capital Financial Advisors
Texas
$1.71M +$491K +21,542 +40%
CTA
110
Chesley Taft & Associates
Illinois
$1.69M +$470K +20,600 +38%
CWM
111
Centricity Wealth Management
Ohio
$1.68M +$1.68M +73,547 New
ABC
112
Associated Banc-Corp
Wisconsin
$1.67M +$369K +16,186 +28%
Jane Street
113
Jane Street
New York
$1.63M -$47.9K -2,100 -3%
CWM
114
Cabot Wealth Management
Massachusetts
$1.62M +$16K +700 +1%
CP
115
Cornerstone Planning
North Carolina
$1.59M +$1.59M +69,598 New
SWM
116
Segment Wealth Management
Texas
$1.57M +$179K +7,835 +13%
SHA
117
Seneca House Advisors
Virginia
$1.56M -$224K -9,829 -13%
VA
118
Valmark Advisers
Ohio
$1.51M +$322K +14,131 +27%
KNW
119
Kesler Norman & Wride
Utah
$1.49M +$713K +31,288 +92%
HAC
120
Harbor Advisory Corp
New Hampshire
$1.47M +$1.27M +55,799 +630%
AF
121
Allworth Financial
California
$1.47M +$1.08M +47,323 +280%
SFG
122
Snider Financial Group
Washington
$1.44M +$1.44M +62,984 New
SF
123
Safeguard Financial
Wisconsin
$1.4M +$305K +13,391 +28%
EC
124
Estate Counselors
Wisconsin
$1.4M +$2.69K +118 +0.2%
PAG
125
Private Advisor Group
New Jersey
$1.35M +$224K +9,840 +20%