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iShares iBonds Dec 2029 Term Corporate ETF

182 hedge funds and large institutions have $970M invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 103 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
2.64%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
35
Increased
103
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$96.7M 4,235,002 +3,489,493 +468%
CAI
2
Capital Advisors Inc
Oklahoma
$74.9M 3,283,377 +286,414 +10%
Bank of America
3
Bank of America
North Carolina
$66.8M 2,928,511 +1,011,900 +53%
Morgan Stanley
4
Morgan Stanley
New York
$51M 2,235,794 -1,972,154 -47%
CIA
5
Capital Investment Advisors
Georgia
$42.9M 1,879,834 +228,895 +14%
ACA
6
Aptus Capital Advisors
Alabama
$39.4M 1,724,478 +211,733 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$39.1M 1,715,339 +1,589,773 +1,266%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$31.2M 1,365,706 +170,713 +14%
KA
9
Klingman & Associates
New York
$27.6M 1,209,142 +33,028 +3%
VVP
10
Venture Visionary Partners
Ohio
$22.1M 966,954 +267,169 +38%
UBS Group
11
UBS Group
Switzerland
$21.9M 960,875 +102,320 +12%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$21.8M 956,641 +73,864 +8%
WIC
13
Woodmont Investment Counsel
Tennessee
$21.6M 947,900 +947,900 New
SL
14
Summitry LLC
California
$21.5M 943,116 +26,149 +3%
US Bancorp
15
US Bancorp
Minnesota
$20.2M 885,522 +118,766 +15%
GA
16
Gateway Advisory
New Jersey
$19.5M 852,432 +40,116 +5%
LPL Financial
17
LPL Financial
California
$18.6M 816,268 +47,307 +6%
Wells Fargo
18
Wells Fargo
California
$17.1M 748,307 +362,537 +94%
ACM
19
Advisors Capital Management
New Jersey
$15.9M 696,105 +50,240 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.2M 667,660 +147,955 +28%
AF
21
Arrow Financial
New York
$13.2M 576,568 +19,689 +4%
MLA
22
MB, Levis & Associates
Pennsylvania
$11.9M 521,041 +12,656 +2%
MCM
23
MV Capital Management
Maryland
$11.6M 510,474 +115,831 +29%
SSWG
24
Seven Springs Wealth Group
Tennessee
$11.6M 507,852 +507,852 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$11.4M 500,445 +51,332 +11%