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iShares iBonds Dec 2029 Term Muni Bond ETF

48 hedge funds and large institutions have $74.2M invested in iShares iBonds Dec 2029 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

32% more capital invested

Capital invested by funds: $56.1M → $74.2M (+$18.1M)

30% more funds holding

Funds holding: 3748 (+11)

10.98% less ownership

Funds ownership: 89.45%78.47% (-11%)

Holders
48
Holders Change
+11
Holders Change %
+29.73%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
21
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$377K +$379K +14,940 New
PA
27
Parallel Advisors
California
$359K +$107K +4,227 +42%
VA
28
Valmark Advisers
Ohio
$349K +$352K +13,844 New
SWMG
29
Signature Wealth Management Group
Georgia
$348K +$354K +13,948 New
CIM
30
Confluence Investment Management
Missouri
$325K
Stifel Financial
31
Stifel Financial
Missouri
$320K +$30.1K +1,186 +10%
CCM
32
Coldstream Capital Management
Washington
$287K +$288K +11,354 New
CIA
33
Capital Investment Advisors
Georgia
$252K +$41.9K +1,649 +20%
Jane Street
34
Jane Street
New York
$238K +$239K +9,420 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$235K +$35.1K +1,381 +17%
PCH
36
PGIM Custom Harvest
New Jersey
$221K -$1.8K -71 -0.8%
PCIA
37
Prime Capital Investment Advisors
Kansas
$221K -$1.8K -71 -0.8%
CAN
38
Cetera Advisor Networks
California
$212K +$213K +8,396 New
Mariner
39
Mariner
Kansas
$206K
GT
40
Glenview Trust
Kentucky
$205K +$206K +8,112 New
BFEC
41
Benjamin F. Edwards & Company
Missouri
$128K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$101K -$107K -4,200 -51%
Osaic Holdings
43
Osaic Holdings
Arizona
$94.5K +$95.1K +3,744 New
GEA
44
Glen Eagle Advisors
New Jersey
$56.8K +$19.1K +750 +50%
SPIA
45
Steward Partners Investment Advisory
New York
$39K
AF
46
Allworth Financial
California
$20.9K
AA
47
Addison Advisors
Vermont
$5.18K -$1.27K -50 -20%
BlackRock
48
BlackRock
New York
$1.56K
HighTower Advisors
49
HighTower Advisors
Illinois
-$8.21M -320,793 Closed
Citadel Advisors
50
Citadel Advisors
Florida
-$270K -10,566 Closed