IBTJ icon

iShares iBonds Dec 2029 Term Treasury ETF

28 hedge funds and large institutions have $36.5M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+11
Holders Change %
+64.71%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCM
1
Hengehold Capital Management
Ohio
$11.5M 531,038 +531,038 New
CIM
2
Confluence Investment Management
Missouri
$8.09M 374,762 -43,962 -10%
Wells Fargo
3
Wells Fargo
California
$4.97M 230,173 +230,049 +185,523%
DADC
4
D.A. Davidson & Co
Montana
$1.82M 84,252 +84,252 New
PPW
5
Parcion Private Wealth
Washington
$1.73M 79,920 +79,920 New
Stifel Financial
6
Stifel Financial
Missouri
$1.69M 78,053 -171,673 -69%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.48M 68,528 -421 -0.6%
Jane Street
8
Jane Street
New York
$911K 42,184 -60,314 -59%
EH
9
Equitable Holdings
New York
$899K 41,639 +5,990 +17%
Citadel Advisors
10
Citadel Advisors
Florida
$732K 33,904 +33,904 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$518K 24,015 +24,015 New
RCA
12
Resonant Capital Advisors
Wisconsin
$484K 22,427 +2,707 +14%
LPL Financial
13
LPL Financial
California
$418K 19,349 +3,541 +22%
KF
14
Krilogy Financial
Missouri
$290K 13,453 -19,084 -59%
CAN
15
Cetera Advisor Networks
California
$231K 10,690 +950 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$190K 8,803 +8,803 New
Bank of America
17
Bank of America
North Carolina
$160K 7,415 +5,371 +263%
Morgan Stanley
18
Morgan Stanley
New York
$122K 5,669
GRP
19
Global Retirement Partners
California
$81.2K 3,763 +3,763 New
BFEC
20
Benjamin F. Edwards & Company
Missouri
$65K 3,028 -151,562 -98%
FCA
21
FinTrust Capital Advisors
South Carolina
$61.1K 2,830 +2,830 New
TCM
22
TD Capital Management
Tennessee
$40K 1,852 +1,852 New
BEI
23
Benjamin Edwards Inc
Missouri
$32K 1,477 -8,313 -85%
FNBOSM
24
First National Bank of South Miami
Florida
$24K 1,125
SBL
25
Sargent Bickham Lagudis
Colorado
$21.6K 1,000 +1,000 New