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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.

New
Increased
Maintained
Reduced
Closed
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 %
Bank of New York Mellon
151
Bank of New York Mellon
New York
$365K +$142K +6,283 +64%
RW
152
RVW Wealth
California
$351K -$38.6K -1,704 -10%
JBA
153
Johnson Bixby & Associates
Washington
$340K +$55.6K +2,454 +20%
LF
154
Lee Financial
Texas
$330K
PP
155
Prosperity Planning
Missouri
$323K +$323K +14,243 New
SPWM
156
Straight Path Wealth Management
Michigan
$310K +$67.9K +2,996 +28%
RSWA
157
Robinson Smith Wealth Advisors
Maine
$308K +$308K +13,602 New
4WM
158
4J Wealth Management
Virginia
$299K
GCA
159
Gradient Capital Advisors
California
$293K +$39.4K +1,740 +16%
EWA
160
EP Wealth Advisors
California
$292K
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$288K +$69.5K +3,056 +32%
TFS
162
Thoroughbred Financial Services
Tennessee
$286K +$286K +12,631 New
FWMM
163
Foundation Wealth Management (Missouri)
Missouri
$262K +$30.1K +1,326 +13%
PS
164
Principal Securities
Iowa
$254K
HFA
165
Highland Financial Advisors
New Jersey
$252K
EWS
166
Evergreen Wealth Solutions
Pennsylvania
$251K +$39.4K +1,738 +19%
AA
167
Addison Advisors
Vermont
$247K +$65.3K +2,880 +36%
SC
168
Scotia Capital
Ontario, Canada
$240K
NG
169
Northstar Group
New York
$238K +$238K +10,511 New
RFN
170
Redwood Financial Network
Ohio
$232K +$232K +10,236 New
PJSIMP
171
P.J. Schmidt Investment Management (PJS)
Wisconsin
$228K +$10.2K +448 +5%
Kovitz Investment Group Partners
172
Kovitz Investment Group Partners
Illinois
$227K
SG
173
Strid Group
Pennsylvania
$219K +$219K +9,679 New
PFM
174
Phillips Financial Management
Indiana
$210K +$84.2K +3,713 +67%
WFA
175
Wells Financial Advisors
Massachusetts
$142K