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iShares iBonds Dec 2029 Term Treasury ETF

37 hedge funds and large institutions have $53.6M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCM
1
Hengehold Capital Management
Ohio
$12.1M 558,739 +7,029 +1%
CIM
2
Confluence Investment Management
Missouri
$8.41M 388,777 -870 -0.2%
Wells Fargo
3
Wells Fargo
California
$7.36M 340,181 +26,714 +9%
Jane Street
4
Jane Street
New York
$4.92M 227,564 +186,535 +455%
AWG
5
Altus Wealth Group
Colorado
$2.47M 114,290 +2,577 +2%
UBS Group
6
UBS Group
Switzerland
$2.28M 105,211 +9,798 +10%
DADC
7
D.A. Davidson & Co
Montana
$1.82M 83,952 -824 -1%
Stifel Financial
8
Stifel Financial
Missouri
$1.77M 81,625 +444 +0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.57M 72,632 +7,598 +12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.51M 69,725 +993 +1%
SWM
11
Stockman Wealth Management
Montana
$1.27M 58,923 +39,505 +203%
EH
12
Equitable Holdings
New York
$1.2M 55,489 +7,392 +15%
NA
13
NewEdge Advisors
Louisiana
$1.2M 55,465 +1,066 +2%
LPL Financial
14
LPL Financial
California
$777K 35,906 +13,701 +62%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$575K 26,573 +17,019 +178%
KF
16
Krilogy Financial
Missouri
$442K 20,444 +8,718 +74%
FTUS
17
Flow Traders U.S.
New York
$421K 19,448 -71,059 -79%
Morgan Stanley
18
Morgan Stanley
New York
$412K 19,068 +12,815 +205%
RCA
19
Resonant Capital Advisors
Wisconsin
$380K 17,589 -5,923 -25%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$366K 16,926 +5,246 +45%
CA
21
Cetera Advisors
Colorado
$355K 16,400 +4,050 +33%
Bank of America
22
Bank of America
North Carolina
$318K 14,689 +6,220 +73%
Cerity Partners
23
Cerity Partners
New York
$301K 13,915 +4,788 +52%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$247K 11,440 +646 +6%
IWC
25
Integrated Wealth Concepts
Massachusetts
$236K 10,904 +10,904 New