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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$17M 644,016 +75,079 +13%
CIA
2
Capital Investment Advisors
Georgia
$13.3M 505,178 +71,580 +17%
CIM
3
Confluence Investment Management
Missouri
$9.19M 349,166 +3,515 +1%
MGIA
4
Matthew Goff Investment Advisor
Texas
$7.06M 268,222 +44,830 +20%
Morgan Stanley
5
Morgan Stanley
New York
$5.58M 212,005 +29,694 +16%
PPWM
6
PFG Private Wealth Management
Florida
$4.72M 179,225 -66,978 -27%
KF
7
Krilogy Financial
Missouri
$3.99M 151,450 +248 +0.2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.97M 150,642 +2,401 +2%
SSB
9
Sandy Spring Bank
Maryland
$3.62M 137,555 +23,780 +21%
LC
10
Legacy CG
Texas
$3.6M 136,648 +136,648 New
4FG
11
4Thought Financial Group
New York
$3.31M 125,857 +6,018 +5%
US Bancorp
12
US Bancorp
Minnesota
$3.23M 122,860 -75 -0.1%
Wells Fargo
13
Wells Fargo
California
$3.19M 121,219 -21,893 -15%
SWMG
14
Signature Wealth Management Group
Georgia
$2.59M 98,281 +2,934 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.51M 95,217 +95,217 New
UCFA
16
United Capital Financial Advisors
Texas
$2.4M 91,235 +91,235 New
LPL Financial
17
LPL Financial
California
$2.24M 85,119 +6,166 +8%
KNW
18
Kesler Norman & Wride
Utah
$2.08M 78,919 +1,513 +2%
WI
19
WrapManager Inc
California
$1.98M 75,096 +75,096 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.97M 74,690 +4,205 +6%
Jane Street
21
Jane Street
New York
$1.86M 70,593 +48,158 +215%
Ameriprise
22
Ameriprise
Minnesota
$1.45M 55,229 +2,377 +4%
UBS Group
23
UBS Group
Switzerland
$1.32M 50,257 +1,292 +3%
ISB
24
Iowa State Bank
Iowa
$1.29M 49,073 -1,776 -3%
PWS
25
Peloton Wealth Strategists
Indiana
$1.17M 44,500 +2,000 +5%