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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
Holders
156
Holders Change
+36
Holders Change %
+30%
% of All Funds
2.29%
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
Shares
Change %
SPWM
126
Straight Path Wealth Management
Michigan
$246K +$246K +10,659 New
SC
127
Scotia Capital
Ontario, Canada
$245K +$245K +10,600 New
PS
128
Principal Securities
Iowa
$237K +$237K +10,255 New
SF
129
Safeguard Financial
Wisconsin
$234K +$234K +10,133 New
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$231K +$231K +10,000 New
FCA
131
FinTrust Capital Advisors
South Carolina
$230K -$8.33K -361 -3%
MA
132
MONECO Advisors
Connecticut
$226K +$226K +9,805 New
BWM
133
BCS Wealth Management
Tennessee
$216K +$216K +9,365 New
AA
134
Addison Advisors
Vermont
$154K +$43.7K +1,895 +40%
WFA
135
Wells Financial Advisors
Massachusetts
$144K +$51.9K +2,250 +56%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$143K +$79.2K +3,432 +123%
KHC
137
Koesten Hirschmann & Crabtree
Kansas
$126K +$126K +5,456 New
BWL
138
Bogart Wealth LLC
Virginia
$115K +$51.2K +2,219 +80%
AIA
139
Arcadia Investment Advisors
Idaho
$99.6K +$99.6K +4,318 New
HI
140
Harbour Investments
Wisconsin
$98K +$1.48K +64 +2%
FHA
141
First Horizon Advisors
Tennessee
$71.7K +$71.7K +3,107 New
EPW
142
Evergreen Private Wealth
Colorado
$61.4K +$61.4K +2,661 New
PFM
143
Phillips Financial Management
Indiana
$57.4K
EW
144
Element Wealth
Mississippi
$50.4K
SPIA
145
Steward Partners Investment Advisory
New York
$39.7K
PA
146
PSI Advisors
Florida
$30.7K
KOCAA
147
Knights of Columbus Asset Advisors
Connecticut
$28.6K
PTC
148
Private Trust Company
Ohio
$27.7K +$27.7K +1,202 New
ASN
149
Advisory Services Network
Georgia
$23.1K +$23.1K +1,000 New
AF
150
Allworth Financial
California
$21K +$21K +909 New