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iShares iBonds Dec 2029 Term Treasury ETF

73 hedge funds and large institutions have $122M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
73
Holders Change
+29
Holders Change %
+65.91%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
30
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$280K 12,878 +12,878 New
MFG
52
Mendota Financial Group
Wisconsin
$264K 12,127 +12,127 New
HFA
53
Highland Financial Advisors
New Jersey
$255K 11,698 +11,698 New
JIR
54
James Investment Research
Ohio
$249K 11,446 +11,446 New
PS
55
Principal Securities
Iowa
$233K 10,689 +10,689 New
BWM
56
BCS Wealth Management
Tennessee
$218K 9,991 +9,991 New
RW
57
REDW Wealth
New Mexico
$211K 9,708 +9,708 New
RJA
58
Raymond James & Associates
Florida
$211K 9,677 +9,677 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$133K 6,229 +6,229 New
FCA
60
FinTrust Capital Advisors
South Carolina
$93.6K 4,299 +246 +6%
FPB
61
First PREMIER Bank
South Dakota
$74K 3,400
BWL
62
Bogart Wealth LLC
Virginia
$71.5K 3,281 +3,281 New
GRP
63
Global Retirement Partners
California
$49.7K 2,289 -1,508 -40%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$49K 2,262 -1 -0%
CAL
65
Capital Analysts LLC
Pennsylvania
$46K 2,126
TCM
66
TD Capital Management
Tennessee
$41.8K 1,918 +23 +1%
SPIA
67
Steward Partners Investment Advisory
New York
$38.8K 1,780
EPW
68
Evergreen Private Wealth
Colorado
$25.4K 1,168 +1,168 New
BEI
69
Benjamin Edwards Inc
Missouri
$25K 1,170 -358 -23%
GBT
70
Grove Bank & Trust
Florida
$24.5K 1,125
AF
71
Allworth Financial
California
$20.6K 948 +948 New
ASN
72
Advisory Services Network
Georgia
$11K 507 +507 New
CTWM
73
Cherry Tree Wealth Management
Minnesota
$3.49K 160 +160 New
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
-500 Closed
Creative Planning
75
Creative Planning
Kansas
-181 Closed