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iShares iBonds Dec 2029 Term Corporate ETF

68 hedge funds and large institutions have $287M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $230M → $287M (+$57.4M)

3% more funds holding

Funds holding: 6668 (+2)

2.68% less ownership

Funds ownership: 89.41%86.74% (-2.7%)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
40
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$64.1M +$13.1M +572,751 +24%
Stifel Financial
2
Stifel Financial
Missouri
$29.1M +$17.8M +778,175 +140%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$18.4M +$12.3M +535,369 +173%
CIM
4
Confluence Investment Management
Missouri
$18.1M +$6.57M +286,746 +53%
CIA
5
Capital Investment Advisors
Georgia
$16.4M +$2.64M +115,233 +18%
KA
6
Klingman & Associates
New York
$15M +$3.83M +167,223 +32%
SIC
7
Sigma Investment Counselors
Michigan
$14M +$1.08M +47,170 +8%
Bank of America
8
Bank of America
North Carolina
$13.8M +$402K +17,531 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.2M +$9.75M +425,464 +955%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.05M +$7.41M +323,461 New
PPWM
11
PFG Private Wealth Management
Florida
$6.46M +$1.94M +84,762 +40%
MGIA
12
Matthew Goff Investment Advisor
Texas
$5.79M -$43K -1,878 -0.7%
LPL Financial
13
LPL Financial
California
$4.26M +$531K +23,166 +13%
US Bancorp
14
US Bancorp
Minnesota
$3.85M +$399K +17,415 +11%
Ameriprise
15
Ameriprise
Minnesota
$3.79M +$2.21M +96,236 +124%
SWMG
16
Signature Wealth Management Group
Georgia
$3.78M +$162K +7,056 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.26M -$53.5K -2,337 -2%
SSB
18
Sandy Spring Bank
Maryland
$3.25M -$179K -7,805 -5%
KF
19
Krilogy Financial
Missouri
$3.13M +$33.5K +1,461 +1%
GPA
20
Guidance Point Advisors
Massachusetts
$2.96M +$435K +18,965 +16%
4FG
21
4Thought Financial Group
New York
$2.83M +$8.39K +366 +0.3%
Jane Street
22
Jane Street
New York
$2.39M -$1.57M -68,342 -38%
Wells Fargo
23
Wells Fargo
California
$2.33M +$448K +19,562 +22%
Morgan Stanley
24
Morgan Stanley
New York
$2.1M +$284K +12,400 +15%
AF
25
Arrow Financial
New York
$2.09M +$1.1M +48,185 +101%