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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12.1M 461,168 +86,016 +23%
CIM
2
Confluence Investment Management
Missouri
$8.72M 333,831 +10,578 +3%
PPWM
3
PFG Private Wealth Management
Florida
$5.71M 218,396 +21,745 +11%
CIA
4
Capital Investment Advisors
Georgia
$5.63M 215,369 +112,165 +109%
KF
5
Krilogy Financial
Missouri
$4.01M 153,371 +153,371 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.64M 139,368 +14,405 +12%
US Bancorp
7
US Bancorp
Minnesota
$2.98M 113,870 +724 +0.6%
4FG
8
4Thought Financial Group
New York
$2.81M 107,363 +107,363 New
Wells Fargo
9
Wells Fargo
California
$2.32M 88,809 +3,586 +4%
SWMG
10
Signature Wealth Management Group
Georgia
$2.27M 86,719 +36,512 +73%
SSB
11
Sandy Spring Bank
Maryland
$2.25M 85,975 +100 +0.1%
Jane Street
12
Jane Street
New York
$2.17M 82,872 +50,453 +156%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.7M 65,183 +13,406 +26%
Morgan Stanley
14
Morgan Stanley
New York
$1.42M 54,217 +51,309 +1,764%
Ameriprise
15
Ameriprise
Minnesota
$1.23M 47,047 +47,047 New
BCPWM
16
Bradley & Co Private Wealth Management
Florida
$1.2M 46,021 +46,021 New
UBS Group
17
UBS Group
Switzerland
$829K 31,726 +2,083 +7%
RJA
18
Raymond James & Associates
Florida
$749K 28,675
CA
19
CGN Advisors
Kansas
$694K 26,569 -1,300 -5%
ACS
20
Archford Capital Strategies
Illinois
$553K 20,900 +20,900 New
ISB
21
Iowa State Bank
Iowa
$538K 20,586 +20,586 New
PWS
22
Peloton Wealth Strategists
Indiana
$536K 20,500 +20,500 New
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$522K 19,973
AF
24
Arrow Financial
New York
$488K 18,658 +240 +1%
Stifel Financial
25
Stifel Financial
Missouri
$484K 18,535 -50,654 -73%