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iShares iBonds 2029 Term High Yield and Income ETF

45 hedge funds and large institutions have $46.6M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
21
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
26
Commonwealth Financial Services
West Virginia
$231K +$231K +9,849 New
KPWS
27
Kestra Private Wealth Services
Texas
$218K +$164 +7 +0.1%
APW
28
Austin Private Wealth
Texas
$211K +$211K +8,995 New
SCA
29
Snowden Capital Advisors
New York
$203K
GI
30
GAMMA Investing
California
$201K -$4.36K -186 -2%
MAG
31
M3 Advisory Group
Massachusetts
$201K
GRP
32
Global Retirement Partners
California
$167K +$23.5K +1,000 +16%
Osaic Holdings
33
Osaic Holdings
Arizona
$101K +$3.89K +166 +4%
NA
34
NewEdge Advisors
Louisiana
$84.3K +$22.1K +943 +36%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$55.7K -$1.58M -67,503 -97%
BCPWM
36
Bradley & Co Private Wealth Management
Florida
$51.6K +$51.6K +2,200 New
OCM
37
Orion Capital Management
California
$46.9K +$46.9K +2,000 New
VHAM
38
Van Hulzen Asset Management
California
$22.1K +$22.1K +942 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$21K
PS
40
Principal Securities
Iowa
$21K +$21K +895 New
BTI
41
Blue Trust Inc
Georgia
$18.1K +$18.1K +771 New
CTWM
42
Cherry Tree Wealth Management
Minnesota
$14.8K +$14.8K +631 New
HI
43
Harbour Investments
Wisconsin
$12.4K +$12.4K +528 New
CAM
44
Costello Asset Management
Pennsylvania
$9.59K +$211 +9 +2%
1L
45
10Elms LLP
Oklahoma
$3.54K +$3.54K +151 New
OMC
46
Old Mission Capital
Illinois
-$1.95M -81,419 Closed
Jane Street
47
Jane Street
New York
-$670K -27,999 Closed
FTUS
48
Flow Traders U.S.
New York
-$263K -10,975 Closed