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iShares iBonds 2029 Term High Yield and Income ETF

12 hedge funds and large institutions have $3.06M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$1.74M -$2.71M -121,492 -61%
WI
2
WrapManager Inc
California
$484K -$3.32K -149 -0.7%
NA
3
NewEdge Advisors
Louisiana
$364K -$8.18K -367 -2%
FTUS
4
Flow Traders U.S.
New York
$238K -$593K -26,636 -71%
Wells Fargo
5
Wells Fargo
California
$92.8K -$83.6K -3,750 -47%
BCPWM
6
Bradley & Co Private Wealth Management
Florida
$55.9K
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$30K +$2.21K +100 +8%
IA
8
IFP Advisors
Florida
$25.6K +$25.6K +1,149 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$20K
Bank of America
10
Bank of America
North Carolina
$4.99K +$4.99K +224 New
HWA
11
HHM Wealth Advisors
Tennessee
$3.86K +$3.86K +173 New
Morgan Stanley
12
Morgan Stanley
New York
$1.25K +$1.25K +56 New
RSWM
13
Robertson Stephens Wealth Management
California
-$263K -11,500 Closed
Osaic Holdings
14
Osaic Holdings
Arizona
-$25.4K -1,130 Closed
UBS Group
15
UBS Group
Switzerland
-$4.49K -200 Closed