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iShares iBonds Dec 2029 Term Corporate ETF

50 hedge funds and large institutions have $102M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

383% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 6

18% more capital invested

Capital invested by funds: $86.4M → $102M (+$15.4M)

16% more funds holding

Funds holding: 4350 (+7)

2.82% more ownership

Funds ownership: 70%72.82% (+2.8%)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
6
Closed
1
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
$15.1M +$869K +32,262 +6%
CIA
2
Capital Investment Advisors
Georgia
$11.5M +$2.05M +75,937 +21%
CIM
3
Confluence Investment Management
Missouri
$9.2M +$52K +1,931 +0.6%
PPWM
4
PFG Private Wealth Management
Florida
$6.55M +$455K +16,886 +7%
MGIA
5
Matthew Goff Investment Advisor
Texas
$5.95M +$6.02M +223,392 New
Morgan Stanley
6
Morgan Stanley
New York
$4.85M +$456K +16,924 +10%
KF
7
Krilogy Financial
Missouri
$4.02M +$76.9K +2,854 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.94M +$86K +3,192 +2%
Wells Fargo
9
Wells Fargo
California
$3.81M +$175K +6,480 +5%
US Bancorp
10
US Bancorp
Minnesota
$3.27M +$258K +9,561 +8%
4FG
11
4Thought Financial Group
New York
$3.19M +$208K +7,729 +7%
SSB
12
Sandy Spring Bank
Maryland
$3.03M +$575K +21,355 +23%
SWMG
13
Signature Wealth Management Group
Georgia
$2.54M +$13.7K +508 +0.5%
LPL Financial
14
LPL Financial
California
$2.1M +$879K +32,622 +70%
KNW
15
Kesler Norman & Wride
Utah
$2.06M +$2.09M +77,406 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.88M +$23.6K +877 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$1.7M +$1.72M +63,709 New
Ameriprise
18
Ameriprise
Minnesota
$1.41M +$56.2K +2,086 +4%
ISB
19
Iowa State Bank
Iowa
$1.35M +$161K +5,959 +13%
UBS Group
20
UBS Group
Switzerland
$1.3M +$305K +11,321 +30%
BCPWM
21
Bradley & Co Private Wealth Management
Florida
$1.23M
PWS
22
Peloton Wealth Strategists
Indiana
$1.13M
CA
23
CGN Advisors
Kansas
$901K +$47K +1,745 +5%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$823K +$72.1K +2,675 +9%
RJA
25
Raymond James & Associates
Florida
$773K +$9.62K +357 +1%