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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$47.1M
2
Bank of America
Bank of America
North Carolina
$128M
3
SIC
Sigma Investment Counselors
Michigan
$33.1M
4
SL
Summitry LLC
California
$32.7M
5
GWA
Gratus Wealth Advisors
Virginia
$28.8M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$81.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114K
3
Citadel Advisors
Citadel Advisors
Florida
$2.5M
4
NA
NewEdge Advisors
Louisiana
$16.2M
5
KCM
Kathmere Capital Management
Pennsylvania
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
151
Reliant Wealth Planning
Kentucky
$780K +$216K +9,473 +38%
FIB
152
First Interstate Bank
Montana
$760K +$562K +24,652 +284%
FFG
153
Foundry Financial Group
New Hampshire
$716K +$162K +7,111 +29%
VWM
154
Valley Wealth Managers
New Jersey
$705K +$1.35K +59 +0.2%
BlackRock
155
BlackRock
New York
$698K +$697K +30,574 +59,949%
IWC
156
Integrated Wealth Concepts
Massachusetts
$692K -$31.3K -1,374 -4%
BONH
157
Bank of New Hampshire
New Hampshire
$689K +$365K +16,015 +113%
BCM
158
Brookstone Capital Management
Illinois
$688K +$688K +30,180 New
MAS
159
Madden Advisory Services
Florida
$676K +$676K +29,640 New
JIR
160
James Investment Research
Ohio
$623K – – –
MML Investors Services
161
MML Investors Services
Massachusetts
$609K +$17.3K +757 +3%
DSC
162
Duncker Streett & Co
Missouri
$598K +$196K +8,600 +49%
MSWM
163
McGlone Suttner Wealth Management
Wisconsin
$596K +$129K +5,658 +28%
DWT
164
Dorsey & Whitney Trust
South Dakota
$593K – – –
SWC
165
Spectrum Wealth Counsel
Indiana
$562K +$2.8K +123 +0.5%
GHA
166
Granite Harbor Advisors
Texas
$553K +$110K +4,825 +25%
LIM
167
Leavell Investment Management
Alabama
$540K +$126K +5,517 +30%
JCM
168
Jacobi Capital Management
Pennsylvania
$528K +$204K +8,958 +63%
DP
169
Dearborn Partners
Illinois
$517K +$517K +22,655 New
Jones Financial Companies
170
Jones Financial Companies
Missouri
$511K +$294K +12,880 +135%
1WM
171
1900 Wealth Management
Texas
$494K +$494K +21,682 New
BWM
172
BCS Wealth Management
Tennessee
$462K – – –
RCA
173
Resonant Capital Advisors
Wisconsin
$433K +$433K +18,972 New
EWS
174
Evergreen Wealth Solutions
Pennsylvania
$424K +$126K +5,513 +42%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$416K +$71.2K +3,121 +21%
5 6
7
8 9