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iShares iBonds Dec 2029 Term Treasury ETF

44 hedge funds and large institutions have $71.9M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCA
26
Resonant Capital Advisors
Wisconsin
$369K 17,589
BFEC
27
Benjamin F. Edwards & Company
Missouri
$296K 14,114 +2,674 +23%
Cerity Partners
28
Cerity Partners
New York
$292K 13,915
PAS
29
Park Avenue Securities
New York
$286K 13,630 +13,630 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$229K 10,904
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$216K 10,291 +3,755 +57%
CTC
32
Central Trust Company
Missouri
$163K 7,765 +6,237 +408%
Morgan Stanley
33
Morgan Stanley
New York
$85.2K 4,056 -15,012 -79%
FCA
34
FinTrust Capital Advisors
South Carolina
$85.1K 4,053 +1,223 +43%
GRP
35
Global Retirement Partners
California
$79.1K 3,797 +14 +0.4%
FPB
36
First PREMIER Bank
South Dakota
$72K 3,400 +2,900 +580%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$48K 2,263
CAL
38
Capital Analysts LLC
Pennsylvania
$45K 2,126 +2,126 New
TCM
39
TD Capital Management
Tennessee
$39.8K 1,895 +18 +1%
SPIA
40
Steward Partners Investment Advisory
New York
$37.4K 1,780 +941 +112%
BEI
41
Benjamin Edwards Inc
Missouri
$32K 1,528 +65 +4%
GBT
42
Grove Bank & Trust
Florida
$23.6K 1,125
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5K 500 +500 New
Creative Planning
44
Creative Planning
Kansas
$3.8K 181 +181 New
FTUS
45
Flow Traders U.S.
New York
-19,448 Closed
CAN
46
Cetera Advisor Networks
California
-10,690 Closed
CFGS
47
Concourse Financial Group Securities
Alabama