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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 %
SCA
51
Snowden Capital Advisors
New York
$597K 27,951
OPA
52
Old Port Advisors
Maine
$578K 27,062 +14,659 +118%
FTUS
53
Flow Traders U.S.
New York
$576K 26,945 +26,945 New
CIA
54
Compass Ion Advisors
Pennsylvania
$520K 24,207
VA
55
Valmark Advisers
Ohio
$466K 21,824 +3,187 +17%
KF
56
Krilogy Financial
Missouri
$438K 20,501 -9,169 -31%
RW
57
REDW Wealth
New Mexico
$435K 20,349 +1,790 +10%
FFG
58
Foundry Financial Group
New Hampshire
$431K 20,181 +6,380 +46%
Cerity Partners
59
Cerity Partners
New York
$418K 19,568
SFS
60
Sowell Financial Services
Arkansas
$411K 19,251 -4,332 -18%
MFG
61
Mendota Financial Group
Wisconsin
$407K 19,026 +188 +1%
DSC
62
Duncker Streett & Co
Missouri
$400K 18,728 +18,728 New
BFEC
63
Benjamin F. Edwards & Company
Missouri
$393K 18,406 +589 +3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$382K 17,882 +17,882 New
MA
65
Mutual Advisors
Nebraska
$380K 17,560 -6,793 -28%
RCA
66
Resonant Capital Advisors
Wisconsin
$347K 16,253
AC
67
Apella Capital
Connecticut
$345K 16,124 +16,124 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$317K 14,853 +29 +0.2%
JIR
69
James Investment Research
Ohio
$293K 13,696
HC
70
Hara Capital
Washington
$287K 13,421
AWM
71
Apollon Wealth Management
South Carolina
$286K 13,388 +132 +1%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$282K 13,194 +1,762 +15%
ADL
73
Asset Dedication LLC
California
$280K 13,105 +13,105 New
WT
74
Washington Trust
Rhode Island
$279K 13,062 +3,562 +37%
JFG
75
JDM Financial Group
Texas
$279K 13,049 +13,049 New