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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 Holding Trade Value Shares
Change
Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$279K +$279K +13,048 New
KAS
77
Kestra Advisory Services
Texas
$270K +$270K +12,629 New
Lido Advisors
78
Lido Advisors
California
$266K -$43.4K -2,032 -14%
HFA
79
Highland Financial Advisors
New Jersey
$250K
PS
80
Principal Securities
Iowa
$247K +$18.8K +878 +8%
GHA
81
Granite Harbor Advisors
Texas
$236K +$236K +11,026 New
PCA
82
Prosperity Capital Advisors
Ohio
$232K +$232K +10,872 New
GSB
83
Greenfield Savings Bank
Massachusetts
$224K +$12.5K +583 +6%
RWP
84
Reliant Wealth Planning
Kentucky
$217K
BWM
85
BCS Wealth Management
Tennessee
$214K
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$200K +$200K +9,367 New
KHC
87
Koesten Hirschmann & Crabtree
Kansas
$160K
FCA
88
FinTrust Capital Advisors
South Carolina
$114K +$43 +2 +0%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$77K +$18.9K +886 +33%
FPB
90
First PREMIER Bank
South Dakota
$74K
CTWM
91
Cherry Tree Wealth Management
Minnesota
$68.7K +$55.3K +2,589 +413%
BWL
92
Bogart Wealth LLC
Virginia
$68.5K
SWC
93
Spectrum Wealth Counsel
Indiana
$49K +$49K +2,293 New
GRP
94
Global Retirement Partners
California
$48.9K
CAL
95
Capital Analysts LLC
Pennsylvania
$45K
BEI
96
Benjamin Edwards Inc
Missouri
$44K -$173 -8 -0.4%
TCM
97
TD Capital Management
Tennessee
$41.7K +$427 +20 +1%
US Bancorp
98
US Bancorp
Minnesota
$40.1K
SPIA
99
Steward Partners Investment Advisory
New York
$38K
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$35.4K +$343 +16 +1%