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iShares iBonds Dec 2029 Term Corporate ETF

43 hedge funds and large institutions have $68.8M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

7% more capital invested

Capital invested by funds: $64.1M → $68.8M (+$4.72M)

0.4% more ownership

Funds ownership: 71.76%72.15% (+0.4%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 4443 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
21
Reduced
4
Closed
11
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
$12.1M +$2.3M +86,016 +23%
CIM
2
Confluence Investment Management
Missouri
$8.72M +$283K +10,578 +3%
PPWM
3
PFG Private Wealth Management
Florida
$5.71M +$581K +21,745 +11%
CIA
4
Capital Investment Advisors
Georgia
$5.63M +$3M +112,165 +109%
KF
5
Krilogy Financial
Missouri
$4.01M +$4.1M +153,371 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.64M +$385K +14,405 +12%
US Bancorp
7
US Bancorp
Minnesota
$2.98M +$19.4K +724 +0.6%
4FG
8
4Thought Financial Group
New York
$2.81M +$2.87M +107,363 New
Wells Fargo
9
Wells Fargo
California
$2.32M +$95.9K +3,586 +4%
SWMG
10
Signature Wealth Management Group
Georgia
$2.27M +$976K +36,512 +73%
SSB
11
Sandy Spring Bank
Maryland
$2.25M +$2.67K +100 +0.1%
Jane Street
12
Jane Street
New York
$2.17M +$1.35M +50,453 +156%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.7M +$358K +13,406 +26%
Morgan Stanley
14
Morgan Stanley
New York
$1.42M +$1.37M +51,309 +1,764%
Ameriprise
15
Ameriprise
Minnesota
$1.23M +$1.26M +47,047 New
BCPWM
16
Bradley & Co Private Wealth Management
Florida
$1.2M +$1.23M +46,021 New
UBS Group
17
UBS Group
Switzerland
$829K +$55.7K +2,083 +7%
RJA
18
Raymond James & Associates
Florida
$749K
CA
19
CGN Advisors
Kansas
$694K -$34.8K -1,300 -5%
ACS
20
Archford Capital Strategies
Illinois
$553K +$559K +20,900 New
ISB
21
Iowa State Bank
Iowa
$538K +$550K +20,586 New
PWS
22
Peloton Wealth Strategists
Indiana
$536K +$548K +20,500 New
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$522K
AF
24
Arrow Financial
New York
$488K +$6.42K +240 +1%
Stifel Financial
25
Stifel Financial
Missouri
$484K -$1.35M -50,654 -73%