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iShares iBonds Dec 2029 Term Corporate ETF

156 hedge funds and large institutions have $803M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 15

450% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

47% more capital invested

Capital invested by funds: $548M → $803M (+$256M)

30% more funds holding

Funds holding: 120156 (+36)

8.06% more ownership

Funds ownership: 79.77%87.83% (+8.1%)

Holders
156
Holders Change
+36
Holders Change %
+30%
% of All Funds
2.27%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
44
Increased
83
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$97.1M +$66.9M +3,020,489 +254%
CAI
2
Capital Advisors Inc
Oklahoma
$69.1M +$2.91M +131,354 +5%
Bank of America
3
Bank of America
North Carolina
$44.2M +$9.32M +420,316 +28%
CIA
4
Capital Investment Advisors
Georgia
$38.1M +$3.43M +154,626 +10%
ACA
5
Aptus Capital Advisors
Alabama
$34.9M -$1.45M -65,547 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.6M +$10.2M +458,068 +62%
KA
7
Klingman & Associates
New York
$27.1M +$1.05M +47,450 +4%
SIC
8
Sigma Investment Counselors
Michigan
$23.8M +$3.02M +136,293 +15%
HighTower Advisors
9
HighTower Advisors
Illinois
$23.2M +$20.1M +906,506 +922%
SL
10
Summitry LLC
California
$21.2M -$10.1M -457,467 -33%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$20.4M +$1.52M +68,393 +8%
UBS Group
12
UBS Group
Switzerland
$19.8M +$3.21M +144,901 +20%
GA
13
Gateway Advisory
New Jersey
$18.7M +$858K +38,729 +5%
LPL Financial
14
LPL Financial
California
$17.7M +$1.77M +79,833 +12%
US Bancorp
15
US Bancorp
Minnesota
$17.7M +$6.57M +296,362 +63%
Ameriprise
16
Ameriprise
Minnesota
$17.2M +$5.56M +250,666 +51%
VVP
17
Venture Visionary Partners
Ohio
$16.1M +$7.94M +358,070 +105%
ACM
18
Advisors Capital Management
New Jersey
$14.9M +$14.3M +645,865 New
AF
19
Arrow Financial
New York
$12.8M +$1M +45,264 +9%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$12M +$2.08M +93,872 +22%
MLA
21
MB, Levis & Associates
Pennsylvania
$11.7M +$493K +22,239 +5%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$10.4M +$501K +22,604 +5%
EFP
23
Envision Financial Planning
Tennessee
$9.52M +$347K +15,647 +4%
MCM
24
MV Capital Management
Maryland
$9.1M +$207K +9,350 +2%
Wells Fargo
25
Wells Fargo
California
$8.9M +$4.79M +216,282 +128%