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iShares iBonds Dec 2029 Term Corporate ETF

44 hedge funds and large institutions have $64.1M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

22% more funds holding

Funds holding: 3644 (+8)

16% more capital invested

Capital invested by funds: $55.1M → $64.1M (+$9.03M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.44% less ownership

Funds ownership: 74.2%71.76% (-2.4%)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.3M +$2.5M +91,721 +32%
CIM
2
Confluence Investment Management
Missouri
$8.89M -$18.8K -692 -0.2%
BlackRock
3
BlackRock
New York
$8.25M -$1.22K -45 -0%
PPWM
4
PFG Private Wealth Management
Florida
$5.41M +$391K +14,377 +8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.44M +$811K +29,818 +31%
US Bancorp
6
US Bancorp
Minnesota
$3.11M +$358K +13,140 +13%
CIA
7
Capital Investment Advisors
Georgia
$2.84M +$1.93M +71,025 +221%
SSB
8
Sandy Spring Bank
Maryland
$2.36M +$267K +9,810 +13%
Wells Fargo
9
Wells Fargo
California
$2.34M +$685K +25,188 +42%
Invesco
10
Invesco
Georgia
$2.07M +$2.05M +75,182 New
Stifel Financial
11
Stifel Financial
Missouri
$1.9M +$121K +4,458 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.42M +$43.5K +1,599 +3%
SWMG
13
Signature Wealth Management Group
Georgia
$1.38M -$11.8K -435 -0.9%
Jane Street
14
Jane Street
New York
$891K +$199K +7,313 +29%
UBS Group
15
UBS Group
Switzerland
$815K +$115K +4,225 +17%
Citadel Advisors
16
Citadel Advisors
Florida
$799K +$791K +29,079 New
RJA
17
Raymond James & Associates
Florida
$788K +$780K +28,675 New
CA
18
CGN Advisors
Kansas
$766K +$758K +27,869 New
NA
19
Navellier & Associates
Nevada
$668K
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$629K -$10.4K -383 -2%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$549K +$20.9K +769 +4%
AF
22
Arrow Financial
New York
$506K +$12.4K +457 +3%
MA
23
MCF Advisors
Kentucky
$486K +$100K +3,688 +26%
Truist Financial
24
Truist Financial
North Carolina
$443K +$76.7K +2,820 +21%
Wolverine Trading
25
Wolverine Trading
Illinois
$434K -$238K -8,763 -36%