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iShares iBonds Dec 2029 Term Corporate ETF

55 hedge funds and large institutions have $116M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 10

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $102M → $116M (+$14.7M)

10% more funds holding

Funds holding: 5055 (+5)

5.47% more ownership

Funds ownership: 72.82%78.29% (+5.5%)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
10
Closed
5
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
$17M +$1.98M +75,079 +13%
CIA
2
Capital Investment Advisors
Georgia
$13.3M +$1.89M +71,580 +17%
CIM
3
Confluence Investment Management
Missouri
$9.19M +$92.8K +3,515 +1%
MGIA
4
Matthew Goff Investment Advisor
Texas
$7.06M +$1.18M +44,830 +20%
Morgan Stanley
5
Morgan Stanley
New York
$5.58M +$784K +29,694 +16%
PPWM
6
PFG Private Wealth Management
Florida
$4.72M -$1.77M -66,978 -27%
KF
7
Krilogy Financial
Missouri
$3.99M +$6.55K +248 +0.2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.97M +$63.4K +2,401 +2%
SSB
9
Sandy Spring Bank
Maryland
$3.62M +$628K +23,780 +21%
LC
10
Legacy CG
Texas
$3.6M +$3.61M +136,648 New
4FG
11
4Thought Financial Group
New York
$3.31M +$159K +6,018 +5%
US Bancorp
12
US Bancorp
Minnesota
$3.23M -$1.98K -75 -0.1%
Wells Fargo
13
Wells Fargo
California
$3.19M -$578K -21,893 -15%
SWMG
14
Signature Wealth Management Group
Georgia
$2.59M +$77.5K +2,934 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.51M +$2.52M +95,217 New
UCFA
16
United Capital Financial Advisors
Texas
$2.4M +$2.41M +91,235 New
LPL Financial
17
LPL Financial
California
$2.24M +$163K +6,166 +8%
KNW
18
Kesler Norman & Wride
Utah
$2.08M +$40K +1,513 +2%
WI
19
WrapManager Inc
California
$1.98M +$1.98M +75,096 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.97M +$111K +4,205 +6%
Jane Street
21
Jane Street
New York
$1.86M +$1.27M +48,158 +215%
Ameriprise
22
Ameriprise
Minnesota
$1.45M +$62.8K +2,377 +4%
UBS Group
23
UBS Group
Switzerland
$1.32M +$34.1K +1,292 +3%
ISB
24
Iowa State Bank
Iowa
$1.29M -$46.9K -1,776 -3%
PWS
25
Peloton Wealth Strategists
Indiana
$1.17M +$52.8K +2,000 +5%