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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
204
Holders Change
+22
Holders Change %
+12.09%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
30
Increased
126
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$28.1M
2
ACA
2
Aptus Capital Advisors
Alabama
$52.2M
3
OMC
3
Old Mission Capital
Illinois
$11.6M
4
Bank of America
4
Bank of America
North Carolina
$75.8M
5
CFS
5
Commonwealth Financial Services
West Virginia
$8.51M

Top Sellers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$0
2
SL
2
Summitry LLC
California
$0
3
US Bancorp
3
US Bancorp
Minnesota
$18.8M
4
SHA
4
Seneca House Advisors
Virginia
$2.06M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$102M 4,479,094 +244,092 +6%
CAI
2
Capital Advisors Inc
Oklahoma
$78.6M 3,467,452 +184,075 +6%
Bank of America
3
Bank of America
North Carolina
$75.8M 3,343,949 +415,438 +14%
Morgan Stanley
4
Morgan Stanley
New York
$58.4M 2,577,998 +342,204 +15%
ACA
5
Aptus Capital Advisors
Alabama
$52.2M 2,301,004 +576,526 +33%
CIA
6
Capital Investment Advisors
Georgia
$47.8M 2,109,237 +229,403 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$42.7M 1,882,298 +166,959 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$33.5M 1,476,266 +110,560 +8%
HighTower Advisors
9
HighTower Advisors
Illinois
$28.1M 1,239,275 +1,239,275 New
KA
10
Klingman & Associates
New York
$26.9M 1,185,513 -23,629 -2%
VVP
11
Venture Visionary Partners
Ohio
$23.6M 1,043,160 +76,206 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$23.4M 1,031,647 +75,006 +8%
UBS Group
13
UBS Group
Switzerland
$22.9M 1,009,019 +48,144 +5%
Wells Fargo
14
Wells Fargo
California
$21.2M 933,107 +184,800 +25%
LPL Financial
15
LPL Financial
California
$21M 924,689 +108,421 +13%
GA
16
Gateway Advisory
New Jersey
$20.6M 907,556 +55,124 +6%
US Bancorp
17
US Bancorp
Minnesota
$18.8M 828,797 -56,725 -6%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$18.5M 815,705 +148,045 +22%
ACM
19
Advisors Capital Management
New Jersey
$16.7M 737,907 +41,802 +6%
SSWG
20
Seven Springs Wealth Group
Tennessee
$14.3M 631,784 +123,932 +24%
AF
21
Arrow Financial
New York
$13.4M 589,504 +12,936 +2%
MCM
22
MV Capital Management
Maryland
$12.2M 536,389 +25,915 +5%
MLA
23
MB, Levis & Associates
Pennsylvania
$12.1M 533,909 +12,868 +2%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$11.6M 512,641 +12,196 +2%
OMC
25
Old Mission Capital
Illinois
$11.6M 510,485 +469,966 +1,160%
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