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iShares iBonds Dec 2029 Term Corporate ETF

82 hedge funds and large institutions have $404M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 9

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $277M → $404M (+$127M)

17% more funds holding

Funds holding: 7082 (+12)

6.86% less ownership

Funds ownership: 86.84%79.98% (-6.9%)

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
46
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$59.9M +$59.1M +2,616,887 New
ACA
2
Aptus Capital Advisors
Alabama
$55.9M -$526K -23,290 -0.9%
KA
3
Klingman & Associates
New York
$24.7M +$1.28M +56,563 +6%
SL
4
Summitry LLC
California
$23M +$22.8M +1,006,722 New
Bank of America
5
Bank of America
North Carolina
$19.8M +$2.98M +131,761 +18%
SIC
6
Sigma Investment Counselors
Michigan
$19.8M +$4.59M +202,986 +31%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.9M +$279K +12,334 +2%
Morgan Stanley
8
Morgan Stanley
New York
$15.3M +$2.7M +119,343 +22%
Ameriprise
9
Ameriprise
Minnesota
$10.7M +$6.3M +278,601 +147%
MLA
10
MB, Levis & Associates
Pennsylvania
$9.23M +$860K +38,048 +10%
UBS Group
11
UBS Group
Switzerland
$9.12M +$7.53M +332,994 +507%
GA
12
Gateway Advisory
New Jersey
$8.07M +$7.97M +352,792 New
AF
13
Arrow Financial
New York
$7.76M +$1.1M +48,686 +17%
PPWM
14
PFG Private Wealth Management
Florida
$7.18M +$37.1K +1,642 +0.5%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$7.15M +$7.06M +312,337 New
VVP
16
Venture Visionary Partners
Ohio
$7.12M +$297K +13,157 +4%
LPL Financial
17
LPL Financial
California
$6.98M +$2.42M +106,988 +54%
Jane Street
18
Jane Street
New York
$6.68M +$1.48M +65,595 +29%
Wells Fargo
19
Wells Fargo
California
$5.7M +$2.99M +132,095 +113%
MGIA
20
Matthew Goff Investment Advisor
Texas
$4.7M -$27.7K -1,225 -0.6%
SWMG
21
Signature Wealth Management Group
Georgia
$4.62M +$398K +17,616 +10%
PRWA
22
Platte River Wealth Advisors
Colorado
$4.62M +$4.56M +201,720 New
KTM
23
Keeler Thomas Management
Utah
$4.42M +$3.46M +153,233 +384%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.35M +$1.36M +60,060 +46%
US Bancorp
25
US Bancorp
Minnesota
$4.2M +$158K +6,975 +4%