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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 Market Value Shares Shares
Change
Shares
Change %
AP
1
Atwood & Palmer
Missouri
$20.1M 941,975 +15,285 +2%
Wells Fargo
2
Wells Fargo
California
$13M 606,875 +32,333 +6%
HCM
3
Hengehold Capital Management
Ohio
$12.6M 589,743 +10,496 +2%
JAG
4
Journey Advisory Group
Kentucky
$11M 515,204 +31,758 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.1M 474,210 +251,281 +113%
Bank of America
6
Bank of America
North Carolina
$9.84M 460,632 +73,934 +19%
WIM
7
Waycross Investment Management
Washington
$9.47M 443,179 +6,585 +2%
CIM
8
Confluence Investment Management
Missouri
$7.81M 365,644 -1,040 -0.3%
Ameriprise
9
Ameriprise
Minnesota
$7.01M 327,955 +233,270 +246%
UBS Group
10
UBS Group
Switzerland
$5.59M 261,815 +13,610 +5%
FA
11
Fagan Associates
New York
$5.37M 251,386 +26,881 +12%
PA
12
Probity Advisors
Texas
$5.2M 243,471 +61,888 +34%
DADC
13
D.A. Davidson & Co
Montana
$4.82M 225,486 +32,248 +17%
SWM
14
Shelton Wealth Management
Texas
$4.13M 193,123 +60,388 +45%
WWM
15
Whalen Wealth Management
Nevada
$3.99M 186,483 +186,483 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.88M 181,555 +134,168 +283%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.86M 180,756 +28,412 +19%
RSWM
18
Robertson Stephens Wealth Management
California
$3.81M 178,349 +178,349 New
EC
19
Estate Counselors
Wisconsin
$3.72M 174,015 +174,015 New
SWM
20
Stockman Wealth Management
Montana
$3.08M 144,270 +18,994 +15%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$3.06M 143,406 +127,566 +805%
1WM
22
1858 Wealth Management
Ohio
$2.72M 127,363 -1,072 -0.8%
CTC
23
Central Trust Company
Missouri
$2.67M 124,814 +34,220 +38%
Stifel Financial
24
Stifel Financial
Missouri
$2.47M 115,752 +10,728 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.41M 112,829 -30,179 -21%