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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.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.25%
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 %
DSC
151
Duncker Streett & Co
Missouri
$414K – – –
SFO
152
Stokes Family Office
Louisiana
$414K – – –
AGP
153
Autumn Glory Partners
Texas
$405K – – –
RWM
154
Ritholtz Wealth Management
New York
$405K – – –
SG
155
Strid Group
Pennsylvania
$403K +$175K +7,456 +77%
AF
156
Allworth Financial
California
$398K – – –
SWP
157
Summit Wealth Partners
Florida
$380K – – –
JBA
158
Johnson Bixby & Associates
Washington
$356K +$4.21K +179 +1%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$356K +$58.3K +2,473 +20%
AA
160
Ancora Advisors
Ohio
$349K +$349K +14,834 New
GCA
161
Gradient Capital Advisors
California
$346K +$42.3K +1,798 +14%
LF
162
Lee Financial
Texas
$342K – – –
4WM
163
4J Wealth Management
Virginia
$342K +$31.8K +1,354 +10%
SPWM
164
Straight Path Wealth Management
Michigan
$336K +$14.6K +620 +5%
PP
165
Prosperity Planning
Missouri
$335K -$323K -14,243 Closed
BONH
166
Bank of New Hampshire
New Hampshire
$334K -$56.7K -2,410 -15%
JCM
167
Jacobi Capital Management
Pennsylvania
$333K +$333K +14,180 New
RSWA
168
Robinson Smith Wealth Advisors
Maine
$332K +$11.9K +507 +4%
FWMM
169
Foundation Wealth Management (Missouri)
Missouri
$314K +$43K +1,829 +16%
PPP
170
Private Portfolio Partners
New Jersey
$310K +$310K +13,200 New
EWS
171
Evergreen Wealth Solutions
Pennsylvania
$307K +$47.4K +2,018 +18%
EWA
172
EP Wealth Advisors
California
$303K – – –
HPC
173
HM Payson & Co
Maine
$297K +$297K +12,650 New
RFN
174
Redwood Financial Network
Ohio
$294K +$52.9K +2,251 +22%
PWA
175
Provenance Wealth Advisors
Florida
$287K +$251K +10,671 +687%
5 6
7
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