We are live on ! Find out more
IBDU icon

iShares iBonds Dec 2029 Term Corporate ETF

28 hedge funds and large institutions have $45.9M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

107% more capital invested

Capital invested by funds: $22.2M → $45.9M (+$23.8M)

100% more funds holding

Funds holding: 1428 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.15% less ownership

Funds ownership: 78.93%77.77% (-1.2%)

Holders
28
Holders Change
+14
Holders Change %
+100%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
6
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$15.1M +$15.9M +624,551 New
BlackRock
2
BlackRock
New York
$7.23M
Bank of America
3
Bank of America
North Carolina
$4.06M +$2.78M +109,064 +184%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$4.03M +$4.25M +167,028 New
PPWM
5
PFG Private Wealth Management
Florida
$3.95M +$14K +548 +0.3%
UCFA
6
United Capital Financial Advisors
Texas
$2.62M -$305K -11,983 -10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.59M -$337K -13,252 -11%
Stifel Financial
8
Stifel Financial
Missouri
$1.2M +$1.27M +49,731 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$950K +$1M +39,384 New
Citadel Advisors
10
Citadel Advisors
Florida
$637K +$672K +26,404 New
NA
11
Navellier & Associates
Nevada
$586K
SSB
12
Sandy Spring Bank
Maryland
$442K +$459K +18,040 +6,560%
Wolverine Trading
13
Wolverine Trading
Illinois
$409K +$434K +17,054 New
MA
14
MCF Advisors
Kentucky
$337K
AF
15
Arrow Financial
New York
$329K +$137K +5,389 +65%
BEI
16
Benjamin Edwards Inc
Missouri
$320K +$338K +13,286 New
Wells Fargo
17
Wells Fargo
California
$279K +$273K +10,709 +1,251%
Mariner
18
Mariner
Kansas
$270K +$285K +11,190 New
UBS Group
19
UBS Group
Switzerland
$191K +$201K +7,911 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$107K +$90.3K +3,546 +396%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$74K +$78.1K +3,067 New
Osaic Holdings
22
Osaic Holdings
Arizona
$70K +$73.6K +2,889 New
ASN
23
Advisory Services Network
Georgia
$52K
CTC
24
Central Trust Company
Missouri
$47K +$49.1K +1,930 New
EIP
25
Ellis Investment Partners
Pennsylvania
$38K +$40.8K +1,601 New