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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.

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% of All Funds
1.18%
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 Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$64.1M 2,939,488 +572,751 +24%
Stifel Financial
2
Stifel Financial
Missouri
$29.1M 1,335,587 +778,175 +140%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$18.4M 845,028 +535,369 +173%
CIM
4
Confluence Investment Management
Missouri
$18.1M 829,390 +286,746 +53%
CIA
5
Capital Investment Advisors
Georgia
$16.4M 753,459 +115,233 +18%
KA
6
Klingman & Associates
New York
$15M 688,658 +167,223 +32%
SIC
7
Sigma Investment Counselors
Michigan
$14M 640,531 +47,170 +8%
Bank of America
8
Bank of America
North Carolina
$13.8M 631,208 +17,531 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.2M 470,019 +425,464 +955%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.05M 323,461 +323,461 New
PPWM
11
PFG Private Wealth Management
Florida
$6.46M 296,600 +84,762 +40%
MGIA
12
Matthew Goff Investment Advisor
Texas
$5.8M 265,960 -1,878 -0.7%
LPL Financial
13
LPL Financial
California
$4.26M 195,485 +23,166 +13%
US Bancorp
14
US Bancorp
Minnesota
$3.85M 176,459 +17,415 +11%
Ameriprise
15
Ameriprise
Minnesota
$3.79M 174,005 +96,236 +124%
SWMG
16
Signature Wealth Management Group
Georgia
$3.78M 173,642 +7,056 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.26M 149,583 -2,337 -2%
SSB
18
Sandy Spring Bank
Maryland
$3.25M 149,000 -7,805 -5%
KF
19
Krilogy Financial
Missouri
$3.13M 143,471 +1,461 +1%
GPA
20
Guidance Point Advisors
Massachusetts
$2.96M 135,124 +18,965 +16%
4FG
21
4Thought Financial Group
New York
$2.83M 129,881 +366 +0.3%
Jane Street
22
Jane Street
New York
$2.39M 109,833 -68,342 -38%
Wells Fargo
23
Wells Fargo
California
$2.33M 106,921 +19,562 +22%
Morgan Stanley
24
Morgan Stanley
New York
$2.11M 96,624 +12,400 +15%
AF
25
Arrow Financial
New York
$2.09M 95,865 +48,185 +101%