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iShares iBonds Dec 2029 Term Treasury ETF

143 hedge funds and large institutions have $341M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
80
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
126
Global Retirement Partners
California
$48.8K
KBFS
127
Kohmann Bosshard Financial Services
Ohio
$47.1K +$47.1K +2,209 New
CAL
128
Capital Analysts LLC
Pennsylvania
$45K
PA
129
PSI Advisors
Florida
$42.7K +$42.7K +2,000 New
TCM
130
TD Capital Management
Tennessee
$42.5K +$533 +25 +1%
BOJHT
131
Bank of Jackson Hole Trust
Wyoming
$41.7K +$41.7K +1,956 New
Comerica Bank
132
Comerica Bank
Texas
$38.9K +$25.3K +1,184 +185%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$36K +$469 +22 +1%
PA
134
Parallel Advisors
California
$35.6K -$23.7K -1,111 -40%
EPW
135
Evergreen Private Wealth
Colorado
$24.9K
HI
136
Harbour Investments
Wisconsin
$24.7K +$24.7K +1,157 New
VWM
137
Venturi Wealth Management
Texas
$16.4K +$16.4K +768 New
FFA
138
Farther Finance Advisors
California
$12.6K -$35.7K -1,672 -74%
CAM
139
Costello Asset Management
Pennsylvania
$9.72K +$128 +6 +1%
LCM
140
Logan Capital Management
Pennsylvania
$6.09K
WMS
141
Wealth Management Strategies
Pennsylvania
$5.94K +$5.94K +27,845 New
WT
142
Whittier Trust
California
$3.79K +$3.79K +178 New
CFD
143
Creative Financial Designs
Indiana
$3.24K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$1.37K
LF
145
LifePlan Financial
Minnesota
-$2.53M -107,736 Closed
CSPIA
146
Cary Street Partners Investment Advisory
Virginia
-$943K -42,663 Closed
AWM
147
Apollon Wealth Management
South Carolina
-$363K -16,406 Closed
SFS
148
Sowell Financial Services
Arkansas
-$328K -14,817 Closed
FTUS
149
Flow Traders U.S.
New York
-$292K -13,225 Closed
JFG
150
JDM Financial Group
Texas
-$272K -12,313 Closed