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iShares iBonds 2029 Term High Yield and Income ETF

30 hedge funds and large institutions have $30.4M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$7.08M +$3.92M +163,824 +124%
Bank of America
2
Bank of America
North Carolina
$5.33M +$396K +16,561 +8%
LIA
3
LBMC Investment Advisors
Tennessee
$2.84M +$907K +37,925 +47%
OMC
4
Old Mission Capital
Illinois
$1.95M -$32.8K -1,373 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.67M +$1.67M +69,878 New
Lido Advisors
6
Lido Advisors
California
$1.5M +$464K +19,408 +45%
WI
7
WrapManager Inc
California
$1.05M +$147K +6,164 +16%
Morgan Stanley
8
Morgan Stanley
New York
$993K +$138K +5,763 +16%
SPWM
9
Straight Path Wealth Management
Michigan
$953K +$80.7K +3,373 +9%
IWC
10
Integrated Wealth Concepts
Massachusetts
$872K +$105K +4,376 +14%
LPL Financial
11
LPL Financial
California
$818K +$153K +6,391 +23%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$787K +$199K +8,330 +34%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$772K -$8.59K -359 -1%
Jane Street
14
Jane Street
New York
$670K -$656K -27,426 -49%
BPA
15
Beacon Pointe Advisors
California
$539K +$539K +22,532 New
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$446K +$312K +13,026 +232%
SPC
17
Sigma Planning Corp
Michigan
$276K +$276K +11,544 New
FTUS
18
Flow Traders U.S.
New York
$263K +$263K +10,975 New
KPWS
19
Kestra Private Wealth Services
Texas
$223K +$223K +9,302 New
MA
20
Mutual Advisors
Nebraska
$218K
GI
21
GAMMA Investing
California
$209K +$88.3K +3,693 +73%
SCA
22
Snowden Capital Advisors
New York
$207K
MAG
23
M3 Advisory Group
Massachusetts
$205K +$205K +8,558 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$202K +$202K +8,458 New
GRP
25
Global Retirement Partners
California
$146K +$50K +2,090 +52%