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iShares iBonds Dec 2029 Term Treasury ETF

44 hedge funds and large institutions have $71.9M invested in iShares iBonds Dec 2029 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AP
1
Atwood & Palmer
Missouri
$16.6M 790,240 +790,240 New
HCM
2
Hengehold Capital Management
Ohio
$12.1M 576,961 +18,222 +3%
Wells Fargo
3
Wells Fargo
California
$8.63M 411,121 +70,940 +21%
CIM
4
Confluence Investment Management
Missouri
$8.05M 383,235 -5,542 -1%
AWG
5
Altus Wealth Group
Colorado
$2.39M 113,810 -480 -0.4%
UBS Group
6
UBS Group
Switzerland
$2.24M 106,504 +1,293 +1%
Stifel Financial
7
Stifel Financial
Missouri
$1.96M 93,463 +11,838 +15%
DADC
8
D.A. Davidson & Co
Montana
$1.93M 91,669 +7,717 +9%
SWM
9
Stockman Wealth Management
Montana
$1.79M 85,135 +26,212 +44%
Bank of America
10
Bank of America
North Carolina
$1.61M 76,899 +62,210 +424%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.52M 72,503 +2,778 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.4M 66,646 -5,986 -8%
EH
13
Equitable Holdings
New York
$1.26M 59,807 +4,318 +8%
NA
14
NewEdge Advisors
Louisiana
$1.06M 50,433 -5,032 -9%
LPL Financial
15
LPL Financial
California
$956K 45,531 +9,625 +27%
Jane Street
16
Jane Street
New York
$936K 44,561 -183,003 -80%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$785K 37,393 +37,393 New
SWP
18
Stratos Wealth Partners
Ohio
$689K 32,813 +32,813 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$668K 31,787 +5,214 +20%
KF
20
Krilogy Financial
Missouri
$551K 26,245 +5,801 +28%
ABC
21
Associated Banc-Corp
Wisconsin
$511K 24,312 +24,312 New
Osaic Holdings
22
Osaic Holdings
Arizona
$497K 23,677 +13,511 +133%
SCA
23
Snowden Capital Advisors
New York
$486K 23,156 +23,156 New
CA
24
Cetera Advisors
Colorado
$450K 21,442 +5,042 +31%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$431K 20,544 +3,618 +21%