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iShares iBonds 2029 Term High Yield and Income ETF

25 hedge funds and large institutions have $20.3M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.77M +$4.35M +188,077 +1,035%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.06M +$609K +26,316 +25%
OMC
3
Old Mission Capital
Illinois
$1.92M -$79.3K -3,426 -4%
LIA
4
LBMC Investment Advisors
Tennessee
$1.87M +$1.87M +80,885 New
Jane Street
5
Jane Street
New York
$1.28M -$1.81M -78,059 -58%
Lido Advisors
6
Lido Advisors
California
$1M +$493K +21,291 +96%
WI
7
WrapManager Inc
California
$870K +$85.4K +3,692 +11%
SPWM
8
Straight Path Wealth Management
Michigan
$843K +$148K +6,415 +21%
Morgan Stanley
9
Morgan Stanley
New York
$827K +$186K +8,054 +29%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$755K +$299K +12,924 +66%
IWC
11
Integrated Wealth Concepts
Massachusetts
$742K +$359K +15,527 +94%
LPL Financial
12
LPL Financial
California
$643K +$643K +27,790 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$569K +$50.2K +2,168 +10%
MA
14
Mutual Advisors
Nebraska
$216K +$216K +9,223 New
SCA
15
Snowden Capital Advisors
New York
$200K +$200K +8,665 New
BWP
16
BSW Wealth Partners
Colorado
$200K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$130K +$50.1K +2,166 +63%
GI
18
GAMMA Investing
California
$117K +$110K +4,751 +1,533%
GRP
19
Global Retirement Partners
California
$93.1K
Osaic Holdings
20
Osaic Holdings
Arizona
$62.8K +$53.8K +2,326 +596%
BCPWM
21
Bradley & Co Private Wealth Management
Florida
$50.9K -$7.15K -309 -12%
IA
22
IFP Advisors
Florida
$28.4K +$486 +21 +2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$21K
DP
24
Denver PWM
Colorado
$2.31K +$2.31K +100 New
NA
25
NewEdge Advisors
Louisiana
$353