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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 %
CSPIA
151
Cary Street Partners Investment Advisory
Virginia
$231K 10,120 +10,120 New
GT
152
Glenview Trust
Kentucky
$230K 10,093 +10,093 New
Kovitz Investment Group Partners
153
Kovitz Investment Group Partners
Illinois
$228K 10,000
Bank of New York Mellon
154
Bank of New York Mellon
New York
$224K 9,816 +9,816 New
PJSIMP
155
P.J. Schmidt Investment Management (PJS)
Wisconsin
$219K 9,617 +9,617 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$219K 9,594 +3,381 +54%
EWS
157
Evergreen Wealth Solutions
Pennsylvania
$213K 9,316 +9,316 New
AA
158
Addison Advisors
Vermont
$183K 8,030 +1,350 +20%
WFA
159
Wells Financial Advisors
Massachusetts
$143K 6,250
FCA
160
FinTrust Capital Advisors
South Carolina
$137K 5,994 -3,995 -40%
BWL
161
Bogart Wealth LLC
Virginia
$129K 5,650 +654 +13%
PFM
162
Phillips Financial Management
Indiana
$126K 5,538 +3,052 +123%
KHC
163
Koesten Hirschmann & Crabtree
Kansas
$125K 5,456
AIA
164
Arcadia Investment Advisors
Idaho
$98.5K 4,318
HI
165
Harbour Investments
Wisconsin
$97.7K 4,279 +32 +0.8%
FHA
166
First Horizon Advisors
Tennessee
$70.9K 3,107
EPW
167
Evergreen Private Wealth
Colorado
$60.7K 2,661
EW
168
Element Wealth
Mississippi
$49.9K 2,185
TC
169
Trust Company
Kansas
$49.8K 2,181 +2,181 New
SPIA
170
Steward Partners Investment Advisory
New York
$39.3K 1,721
PTC
171
Private Trust Company
Ohio
$33.5K 1,466 +264 +22%
PA
172
PSI Advisors
Florida
$30.4K 1,330
BlackRock
173
BlackRock
New York
$29.5K 1,294 +1,244 +2,488%
KOCAA
174
Knights of Columbus Asset Advisors
Connecticut
$28.3K 1,239
UCB
175
United Community Bank
South Carolina
$23.7K 1,040 +1,040 New