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iShares iBonds Dec 2029 Term Corporate ETF

43 hedge funds and large institutions have $86.4M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 4

25% more capital invested

Capital invested by funds: $68.8M → $86.4M (+$17.5M)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.15% less ownership

Funds ownership: 72.15%70% (-2.2%)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
25
Reduced
4
Closed
4
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
$14.4M +$2M +75,507 +16%
CIA
2
Capital Investment Advisors
Georgia
$9.59M +$3.77M +142,292 +66%
CIM
3
Confluence Investment Management
Missouri
$9.22M +$262K +9,889 +3%
PPWM
4
PFG Private Wealth Management
Florida
$6.15M +$289K +10,921 +5%
Morgan Stanley
5
Morgan Stanley
New York
$4.44M +$2.94M +111,170 +205%
KF
6
Krilogy Financial
Missouri
$3.98M -$133K -5,023 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.89M +$150K +5,681 +4%
Wells Fargo
8
Wells Fargo
California
$3.66M +$1.27M +47,823 +54%
US Bancorp
9
US Bancorp
Minnesota
$3.04M -$13.1K -496 -0.4%
4FG
10
4Thought Financial Group
New York
$3.01M +$126K +4,747 +4%
Jane Street
11
Jane Street
New York
$2.56M +$336K +12,690 +15%
SWMG
12
Signature Wealth Management Group
Georgia
$2.54M +$215K +8,120 +9%
SSB
13
Sandy Spring Bank
Maryland
$2.48M +$171K +6,445 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.87M +$117K +4,425 +7%
Ameriprise
15
Ameriprise
Minnesota
$1.36M +$98.4K +3,719 +8%
LPL Financial
16
LPL Financial
California
$1.24M +$808K +30,549 +194%
BCPWM
17
Bradley & Co Private Wealth Management
Florida
$1.23M
ISB
18
Iowa State Bank
Iowa
$1.2M +$643K +24,304 +118%
PWS
19
Peloton Wealth Strategists
Indiana
$1.14M +$582K +22,000 +107%
UBS Group
20
UBS Group
Switzerland
$1.01M +$157K +5,918 +19%
CA
21
CGN Advisors
Kansas
$861K +$146K +5,521 +21%
LHC
22
Little House Capital
Massachusetts
$784K +$773K +29,220 New
RJA
23
Raymond James & Associates
Florida
$769K
RJFSA
24
Raymond James Financial Services Advisors
Florida
$757K +$291K +10,980 +64%
ACS
25
Archford Capital Strategies
Illinois
$605K +$43.8K +1,655 +8%