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iShares iBonds Dec 2029 Term Corporate ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFO
176
Stokes Family Office
Louisiana
$402K
AGP
177
Autumn Glory Partners
Texas
$396K +$2.94K +129 +0.7%
SG
178
Strid Group
Pennsylvania
$394K +$3.56K +156 +0.9%
EWA
179
EP Wealth Advisors
California
$394K +$101K +4,409 +34%
BCPWM
180
Bradley & Co Private Wealth Management
Florida
$394K +$394K +17,273 New
RWM
181
Ritholtz Wealth Management
New York
$393K
GCA
182
Gradient Capital Advisors
California
$389K +$54K +2,368 +16%
DWM
183
Dakota Wealth Management
Florida
$385K +$385K +16,900 New
AA
184
Ancora Advisors
Ohio
$378K +$39.5K +1,731 +12%
RFN
185
Redwood Financial Network
Ohio
$353K +$68.4K +2,998 +24%
SPWM
186
Straight Path Wealth Management
Michigan
$352K +$26.7K +1,170 +8%
JBA
187
Johnson Bixby & Associates
Washington
$351K +$5.54K +243 +2%
NGA
188
Naples Global Advisors
Florida
$348K +$86.6K +3,800 +33%
4WM
189
4J Wealth Management
Virginia
$342K +$10.7K +470 +3%
FWMM
190
Foundation Wealth Management (Missouri)
Missouri
$340K +$34.9K +1,529 +11%
SWP
191
Summit Wealth Partners
Florida
$338K -$30.5K -1,336 -8%
LF
192
Lee Financial
Texas
$332K
PWA
193
Provenance Wealth Advisors
Florida
$329K +$50.7K +2,222 +18%
KC
194
Kades & Cheifetz
Pennsylvania
$329K +$329K +14,441 New
BAM
195
Belpointe Asset Management
Nevada
$326K +$41.5K +1,780 +15%
PP
196
Prosperity Planning
Missouri
$325K -$335K
RSWA
197
Robinson Smith Wealth Advisors
Maine
$322K
RW
198
REDW Wealth
New Mexico
$306K -$116K -5,084 -27%
APW
199
Austin Private Wealth
Texas
$304K +$304K +13,319 New
PPP
200
Private Portfolio Partners
New Jersey
$301K