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iShares iBonds Dec 2029 Term Corporate ETF

54 hedge funds and large institutions have $123M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $116M → $123M (+$6.42M)

0.27% more ownership

Funds ownership: 78.29%78.56% (+0.27%)

2% less funds holding

Funds holding: 5554 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
33
Reduced
10
Closed
7
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
$16.7M +$992K +39,326 +6%
CIA
2
Capital Investment Advisors
Georgia
$14.1M +$1.74M +68,927 +14%
SIC
3
Sigma Investment Counselors
Michigan
$13.1M +$13M +515,039 +2,578%
CIM
4
Confluence Investment Management
Missouri
$8.87M +$317K +12,573 +4%
MGIA
5
Matthew Goff Investment Advisor
Texas
$6.62M +$47.3K +1,876 +0.7%
PPWM
6
PFG Private Wealth Management
Florida
$4.7M +$316K +12,544 +7%
SSB
7
Sandy Spring Bank
Maryland
$3.87M +$511K +20,270 +15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.66M -$36.9K -1,463 -1%
LC
9
Legacy CG
Texas
$3.28M -$73.1K -2,898 -2%
4FG
10
4Thought Financial Group
New York
$3.13M +$43.4K +1,722 +1%
US Bancorp
11
US Bancorp
Minnesota
$3.05M +$42.2K +1,671 +1%
SWMG
12
Signature Wealth Management Group
Georgia
$2.89M +$497K +19,690 +20%
Wells Fargo
13
Wells Fargo
California
$2.46M -$529K -20,968 -17%
LPL Financial
14
LPL Financial
California
$2.25M +$173K +6,877 +8%
KF
15
Krilogy Financial
Missouri
$2.18M -$1.58M -62,507 -41%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.13M +$310K +12,290 +16%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.97M -$380K -15,053 -16%
KNW
18
Kesler Norman & Wride
Utah
$1.94M +$4.82K +191 +0.2%
UCFA
19
United Capital Financial Advisors
Texas
$1.89M -$358K -14,197 -16%
WI
20
WrapManager Inc
California
$1.84M +$3.25K +129 +0.2%
GPA
21
Guidance Point Advisors
Massachusetts
$1.84M +$1.28M +50,844 New
Ameriprise
22
Ameriprise
Minnesota
$1.66M +$315K +12,504 +23%
ISB
23
Iowa State Bank
Iowa
$1.53M +$341K +13,521 +28%
AC
24
Avestar Capital
New York
$1.48M +$995K +39,452 +189%
Morgan Stanley
25
Morgan Stanley
New York
$1.48M -$3.83M -151,844 -72%