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iShares iBonds Dec 2029 Term Corporate ETF

99 hedge funds and large institutions have $493M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

382% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 11

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $404M → $493M (+$89M)

21% more funds holding

Funds holding: 8299 (+17)

3.9% more ownership

Funds ownership: 79.98%83.88% (+3.9%)

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
22
Increased
53
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$61.8M +$3.05M +134,339 +5%
ACA
2
Aptus Capital Advisors
Alabama
$48.4M -$6.44M -284,138 -12%
CIA
3
Capital Investment Advisors
Georgia
$29.1M +$29.4M +1,295,510 New
KA
4
Klingman & Associates
New York
$24.6M +$439K +19,379 +2%
Morgan Stanley
5
Morgan Stanley
New York
$23.6M +$8.72M +384,671 +58%
SL
6
Summitry LLC
California
$22.8M +$226K +9,952 +1%
Bank of America
7
Bank of America
North Carolina
$22.6M +$3.19M +140,881 +16%
SIC
8
Sigma Investment Counselors
Michigan
$20.2M +$821K +36,210 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$17.9M +$382K +16,844 +2%
GA
10
Gateway Advisory
New Jersey
$17.1M +$9.32M +410,943 +116%
ACM
11
Advisors Capital Management
New Jersey
$13.3M +$13.5M +593,416 New
UBS Group
12
UBS Group
Switzerland
$13M +$4.14M +182,558 +46%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11.9M +$7.68M +338,755 +178%
Ameriprise
14
Ameriprise
Minnesota
$11.7M +$1.17M +51,598 +11%
MLA
15
MB, Levis & Associates
Pennsylvania
$10.7M +$1.71M +75,270 +19%
AF
16
Arrow Financial
New York
$8.21M +$608K +26,829 +8%
LPL Financial
17
LPL Financial
California
$7.86M +$1.03M +45,230 +15%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$7.73M +$722K +31,859 +10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$7.53M +$337K +14,861 +5%
VVP
20
Venture Visionary Partners
Ohio
$7.4M +$417K +18,389 +6%
PPWM
21
PFG Private Wealth Management
Florida
$7.35M +$305K +13,448 +4%
US Bancorp
22
US Bancorp
Minnesota
$7.16M +$3.07M +135,220 +74%
PRWA
23
Platte River Wealth Advisors
Colorado
$5.85M +$1.33M +58,662 +29%
KTM
24
Keeler Thomas Management
Utah
$5.66M +$1.33M +58,519 +30%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.6M +$5.66M +249,496 New