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iShares iBonds Dec 2029 Term Treasury ETF

106 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
54
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
26
SCS Capital Management
Massachusetts
$2.37M 111,121 +192 +0.2%
AWP
27
Accretive Wealth Partners
New Jersey
$2.3M 107,678 +1,362 +1%
LPL Financial
28
LPL Financial
California
$2.08M 97,137 +18,113 +23%
Morgan Stanley
29
Morgan Stanley
New York
$1.92M 89,871 +5,501 +7%
APW
30
Atlantic Private Wealth
North Carolina
$1.89M 88,346 +659 +0.8%
AWG
31
Altus Wealth Group
Colorado
$1.76M 82,460 -27,927 -25%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.64M 76,767 +15,469 +25%
MCM
33
MV Capital Management
Maryland
$1.44M 67,466 +1,895 +3%
IA
34
IFP Advisors
Florida
$1.42M 66,670 +34,528 +107%
FA
35
FF Advisors
California
$1.41M 65,975 -586 -0.9%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.41M 65,992 +2,879 +5%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.35M 63,047 +21,698 +52%
BFO
38
Boston Family Office
Massachusetts
$1.35M 63,012 +63,012 New
Jane Street
39
Jane Street
New York
$1.35M 63,025 +63,025 New
PAS
40
Park Avenue Securities
New York
$1.22M 57,254 +2,316 +4%
SFB
41
STAR Financial Bank
Indiana
$1.2M 55,938 +55,938 New
SWP
42
Stratos Wealth Partners
Ohio
$1.02M 47,732 +6,651 +16%
ABC
43
Associated Banc-Corp
Wisconsin
$995K 46,553 +3,590 +8%
Financial Engines Advisors
44
Financial Engines Advisors
California
$963K 45,053 +68 +0.2%
NA
45
NewEdge Advisors
Louisiana
$875K 40,964 -8,476 -17%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$869K 40,678 +7,390 +22%
TFS
47
Thoroughbred Financial Services
Tennessee
$635K 29,728 +18,470 +164%
Osaic Holdings
48
Osaic Holdings
Arizona
$626K 29,307 +5,877 +25%
RJA
49
Raymond James & Associates
Florida
$612K 28,637 +17,883 +166%
Citadel Advisors
50
Citadel Advisors
Florida
$605K 28,315 -82,907 -75%