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iShares iBonds Dec 2029 Term Corporate ETF

120 hedge funds and large institutions have $548M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
120
Holders Change
+21
Holders Change %
+21.21%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
59
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$62.8M 2,865,609 +114,383 +4%
ACA
2
Aptus Capital Advisors
Alabama
$34.6M 1,578,292 -578,652 -27%
CIA
3
Capital Investment Advisors
Georgia
$32.8M 1,496,313 +200,803 +15%
Bank of America
4
Bank of America
North Carolina
$32.8M 1,496,295 +489,422 +49%
SL
5
Summitry LLC
California
$30.1M 1,374,434 +357,760 +35%
Morgan Stanley
6
Morgan Stanley
New York
$26M 1,187,459 +135,244 +13%
KA
7
Klingman & Associates
New York
$24.7M 1,128,664 +31,112 +3%
SIC
8
Sigma Investment Counselors
Michigan
$19.6M 897,232 -2,315 -0.3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$17.8M 814,384 +15,864 +2%
GA
10
Gateway Advisory
New Jersey
$16.9M 773,587 +9,852 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$16.1M 736,925 +207,993 +39%
UBS Group
12
UBS Group
Switzerland
$15.6M 713,654 +132,417 +23%
LPL Financial
13
LPL Financial
California
$15.1M 689,128 +338,807 +97%
AF
14
Arrow Financial
New York
$11.2M 511,615 +145,722 +40%
Ameriprise
15
Ameriprise
Minnesota
$10.8M 494,843 -24,355 -5%
MLA
16
MB, Levis & Associates
Pennsylvania
$10.6M 486,146 +7,389 +2%
US Bancorp
17
US Bancorp
Minnesota
$10.3M 470,394 +151,604 +48%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$9.34M 426,509 +82,313 +24%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$9.33M 425,833 +90,263 +27%
EFP
20
Envision Financial Planning
Tennessee
$8.7M 397,055 +397,055 New
MCM
21
MV Capital Management
Maryland
$8.44M 385,293 +348,067 +935%
VVP
22
Venture Visionary Partners
Ohio
$7.48M 341,715 +12,248 +4%
KTM
23
Keeler Thomas Management
Utah
$5.93M 264,463 +12,761 +5%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.85M 267,132 +17,636 +7%
PRWA
25
Platte River Wealth Advisors
Colorado
$5.72M 261,117 +735 +0.3%