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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

70 hedge funds and large institutions have $277M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
31
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.2M
2
MLA
2
MB, Levis & Associates
Pennsylvania
$8.1M
3
KA
3
Klingman & Associates
New York
$22.6M
4
SVWAG
4
Sound View Wealth Advisors Group
Georgia
$7.35M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.1M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$11K
3
CIM
3
Confluence Investment Management
Missouri
$0
4
ACA
4
Aptus Capital Advisors
Alabama
$54.6M
5
KF
5
Krilogy Financial
Missouri
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$54.6M 2,464,372 -475,116 -16%
KA
2
Klingman & Associates
New York
$22.6M 1,021,610 +332,952 +48%
CIA
3
Capital Investment Advisors
Georgia
$19.9M 897,222 +143,763 +19%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.1M 769,342 +299,323 +64%
Bank of America
5
Bank of America
North Carolina
$16.3M 734,231 +103,023 +16%
SIC
6
Sigma Investment Counselors
Michigan
$14.6M 660,351 +19,820 +3%
Morgan Stanley
7
Morgan Stanley
New York
$12.2M 548,201 +451,577 +467%
MLA
8
MB, Levis & Associates
Pennsylvania
$8.1M 365,439 +365,439 New
SVWAG
9
Sound View Wealth Advisors Group
Georgia
$7.35M 318,723 +318,723 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.06M 318,303 -5,158 -2%
PPWM
11
PFG Private Wealth Management
Florida
$6.92M 312,271 +15,671 +5%
VVP
12
Venture Visionary Partners
Ohio
$6.6M 297,921 +297,921 New
AF
13
Arrow Financial
New York
$6.44M 290,378 +194,513 +203%
Jane Street
14
Jane Street
New York
$5.02M 226,568 +116,735 +106%
MGIA
15
Matthew Goff Investment Advisor
Texas
$4.59M 206,849 -59,111 -22%
LPL Financial
16
LPL Financial
California
$4.39M 198,103 +2,618 +1%
Ameriprise
17
Ameriprise
Minnesota
$4.19M 188,999 +14,994 +9%
SWMG
18
Signature Wealth Management Group
Georgia
$4.09M 184,472 +10,830 +6%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.01M 181,078 +181,078 New
US Bancorp
20
US Bancorp
Minnesota
$3.92M 176,595 +136 +0.1%
GPA
21
Guidance Point Advisors
Massachusetts
$3.45M 155,452 +20,328 +15%
SHA
22
Seneca House Advisors
Virginia
$3.25M 146,538 +69,240 +90%
CA
23
CGN Advisors
Kansas
$3.02M 136,100 +46,615 +52%
SSB
24
Sandy Spring Bank
Maryland
$3M 135,330 -13,670 -9%
4FG
25
4Thought Financial Group
New York
$2.93M 132,108 +2,227 +2%
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