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iShares iBonds Dec 2029 Term Corporate ETF

66 hedge funds and large institutions have $230M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

121% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 14

87% more capital invested

Capital invested by funds: $123M → $230M (+$107M)

22% more funds holding

Funds holding: 5466 (+12)

10.85% more ownership

Funds ownership: 78.56%89.41% (+11%)

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
31
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$54.1M +$55.1M +2,366,737 New
CIA
2
Capital Investment Advisors
Georgia
$14.6M +$1.49M +64,121 +11%
Bank of America
3
Bank of America
North Carolina
$14M -$1.62M -69,665 -10%
SIC
4
Sigma Investment Counselors
Michigan
$13.6M +$1.36M +58,345 +11%
Stifel Financial
5
Stifel Financial
Missouri
$12.7M +$12.5M +535,026 +2,390%
CIM
6
Confluence Investment Management
Missouri
$12.4M +$4.21M +180,905 +50%
SPF
7
Steven Patrick Farmer
$12.4M +$12.6M +542,644 New
KA
8
Klingman & Associates
New York
$11.9M +$12.1M +521,435 New
BFEC
9
Benjamin F. Edwards & Company
Missouri
$7.08M +$7.21M +309,659 New
MGIA
10
Matthew Goff Investment Advisor
Texas
$6.12M -$52.6K -2,260 -0.8%
PPWM
11
PFG Private Wealth Management
Florida
$4.84M +$467K +20,069 +10%
Jane Street
12
Jane Street
New York
$4.07M +$4.15M +178,175 New
LPL Financial
13
LPL Financial
California
$3.94M +$1.87M +80,323 +87%
SWMG
14
Signature Wealth Management Group
Georgia
$3.81M +$1.13M +48,615 +41%
US Bancorp
15
US Bancorp
Minnesota
$3.63M +$804K +34,513 +28%
SSB
16
Sandy Spring Bank
Maryland
$3.58M -$23.8K -1,020 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.47M +$63.8K +2,741 +2%
KF
18
Krilogy Financial
Missouri
$3.25M +$1.24M +53,067 +60%
4FG
19
4Thought Financial Group
New York
$2.96M +$45.1K +1,936 +2%
GPA
20
Guidance Point Advisors
Massachusetts
$2.65M +$1.52M +65,315 +128%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.05M +$62K +2,664 +3%
Wells Fargo
22
Wells Fargo
California
$2M -$300K -12,892 -13%
Morgan Stanley
23
Morgan Stanley
New York
$1.92M +$560K +24,063 +40%
KNW
24
Kesler Norman & Wride
Utah
$1.8M -$3.1K -133 -0.2%
Ameriprise
25
Ameriprise
Minnesota
$1.78M +$234K +10,036 +15%