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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 %
FCA
176
FinTrust Capital Advisors
South Carolina
$136K
BWL
177
Bogart Wealth LLC
Virginia
$128K
KHC
178
Koesten Hirschmann & Crabtree
Kansas
$125K
HI
179
Harbour Investments
Wisconsin
$101K +$4.04K +178 +4%
AIA
180
Arcadia Investment Advisors
Idaho
$97.9K
FHA
181
First Horizon Advisors
Tennessee
$70.4K
CAM
182
Creekmur Asset Management
Illinois
$70K +$70K +3,088 New
EPW
183
Evergreen Private Wealth
Colorado
$60.3K
EW
184
Element Wealth
Mississippi
$49.5K
TC
185
Trust Company
Kansas
$49.4K
Jones Financial Companies
186
Jones Financial Companies
Missouri
$40.4K +$30.7K +1,353 +316%
SPIA
187
Steward Partners Investment Advisory
New York
$39K
PWA
188
Provenance Wealth Advisors
Florida
$35.2K +$35.2K +1,554 New
JPMorgan Chase & Co
189
JPMorgan Chase & Co
New York
$32.6K +$32.6K +1,436 New
PTC
190
Private Trust Company
Ohio
$31.4K -$1.81K -80 -5%
PA
191
PSI Advisors
Florida
$30.2K
KOCAA
192
Knights of Columbus Asset Advisors
Connecticut
$28.1K
UCB
193
United Community Bank
South Carolina
$24.4K +$793 +35 +3%
BC
194
Barrett & Company
Rhode Island
$22.7K
S
195
SignatureFD
Georgia
$22.7K +$22.7K +1,000 New
AF
196
Advisornet Financial
Minnesota
$18.3K +$227 +10 +1%
HIA
197
Harbor Investment Advisory
Maryland
$18.1K +$18.1K +800 New
BCWM
198
Bartlett & Co Wealth Management
Ohio
$13.6K
PGAM
199
Princeton Global Asset Management
New Jersey
$10.2K
FPB
200
First PREMIER Bank
South Dakota
$7K +$7K +329 New