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iShares iBonds Dec 2029 Term Corporate ETF

256 hedge funds and large institutions have $1.73B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 28

422% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 9

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

23% more capital invested

Capital invested by funds: $1.41B → $1.73B (+$322M)

14% more funds holding

Funds holding: 225256 (+31)

3.54% more ownership

Funds ownership: 75.3%78.83% (+3.5%)

Holders
256
Holders Change
+31
Holders Change %
+13.78%
% of All Funds
3.37%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
47
Increased
152
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$128M +$45.1M +1,958,256 +54%
ACA
2
Aptus Capital Advisors
Alabama
$95.8M +$23.6M +1,025,683 +32%
CAI
3
Capital Advisors Inc
Oklahoma
$88.6M +$5.35M +232,402 +6%
Morgan Stanley
4
Morgan Stanley
New York
$82.4M +$19.8M +859,488 +31%
Ameriprise
5
Ameriprise
Minnesota
$81.6M -$23.2M -1,007,994 -22%
CIA
6
Capital Investment Advisors
Georgia
$61.6M +$7.45M +323,578 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$52.7M +$5.5M +238,888 +12%
Raymond James Financial
8
Raymond James Financial
Florida
$48.7M +$49.2M +2,137,195 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$47.1M +$47.6M +2,065,502 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$37.5M +$2.99M +129,984 +9%
UBS Group
11
UBS Group
Switzerland
$36.7M +$10.2M +442,672 +38%
WIC
12
Woodmont Investment Counsel
Tennessee
$35M +$3.54M +153,821 +11%
Wells Fargo
13
Wells Fargo
California
$34.7M +$8.08M +350,668 +30%
SIC
14
Sigma Investment Counselors
Michigan
$33.1M +$33.4M +1,450,703 New
SL
15
Summitry LLC
California
$32.7M +$33M +1,434,449 New
HighTower Advisors
16
HighTower Advisors
Illinois
$31.8M +$2.91M +126,181 +10%
VVP
17
Venture Visionary Partners
Ohio
$31M +$2.76M +120,010 +10%
KA
18
Klingman & Associates
New York
$29.2M +$1.62M +70,290 +6%
GWA
19
Gratus Wealth Advisors
Virginia
$28.8M +$28.7M +1,244,871 +6,449%
BEI
20
Benjamin Edwards Inc
Missouri
$28.7M +$5.09M +221,027 +21%
Stifel Financial
21
Stifel Financial
Missouri
$26.3M +$592K +25,686 +2%
LPL Financial
22
LPL Financial
California
$25.5M +$1.9M +82,308 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$22.3M +$1.97M +85,483 +10%
RW
24
RVW Wealth
California
$18.5M +$17.1M +743,743 +1,092%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$18.4M +$4.72M +205,066 +34%