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iShares iBonds Dec 2029 Term Corporate ETF
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Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 135 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
225
Holders Change
+21
Holders Change %
+10.29%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
39
Increased
135
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIC
1
Woodmont Investment Counsel
Tennessee
$32.5M
2
BEI
2
Benjamin Edwards Inc
Missouri
$24.4M
3
Stifel Financial
3
Stifel Financial
Missouri
$26.5M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$22.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$74.7M

Top Sellers

1
MLA
1
MB, Levis & Associates
Pennsylvania
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
US Bancorp
3
US Bancorp
Minnesota
$15.8M
4
LF
4
LifePlan Financial
Minnesota
$0
5
SA
5
Sanctuary Advisors
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$108M 4,586,727 +107,633 +2%
CAI
2
Capital Advisors Inc
Oklahoma
$85.9M 3,653,378 +185,926 +5%
Bank of America
3
Bank of America
North Carolina
$85.6M 3,641,070 +297,121 +9%
ACA
4
Aptus Capital Advisors
Alabama
$74.7M 3,175,997 +874,993 +38%
Morgan Stanley
5
Morgan Stanley
New York
$64.8M 2,755,499 +177,501 +7%
CIA
6
Capital Investment Advisors
Georgia
$55.9M 2,377,157 +267,920 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$48.7M 2,071,777 +189,479 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$35.6M 1,515,752 +39,486 +3%
WIC
9
Woodmont Investment Counsel
Tennessee
$32.5M 1,382,320 +1,382,320 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30.2M 1,283,606 +251,959 +24%
HighTower Advisors
11
HighTower Advisors
Illinois
$29.8M 1,269,239 +29,964 +2%
VVP
12
Venture Visionary Partners
Ohio
$29.2M 1,241,723 +198,563 +19%
KA
13
Klingman & Associates
New York
$28.5M 1,211,319 +25,806 +2%
Wells Fargo
14
Wells Fargo
California
$27.6M 1,173,067 +239,960 +26%
UBS Group
15
UBS Group
Switzerland
$27.4M 1,167,281 +158,262 +16%
Stifel Financial
16
Stifel Financial
Missouri
$26.5M 1,127,337 +984,047 +687%
LPL Financial
17
LPL Financial
California
$24.4M 1,036,055 +111,366 +12%
BEI
18
Benjamin Edwards Inc
Missouri
$24.4M 1,036,057 +1,007,757 +3,561%
KCM
19
Kathmere Capital Management
Pennsylvania
$22.7M 967,083 +967,083 New
GA
20
Gateway Advisory
New Jersey
$22.2M 942,319 +34,763 +4%
NA
21
NewEdge Advisors
Louisiana
$21.4M 912,066 +517,998 +131%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$20.9M 890,484 +74,779 +9%
ACM
23
Advisors Capital Management
New Jersey
$17.9M 763,102 +25,195 +3%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$15.9M 676,437 +173,588 +35%
US Bancorp
25
US Bancorp
Minnesota
$15.8M 672,453 -156,344 -19%
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