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iShares iBonds Dec 2030 Term Corporate ETF

65 hedge funds and large institutions have $270M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
44
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.28M +$301K +13,959 +15%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.28M +$58.7K +2,727 +3%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.7M -$106K -4,919 -6%
UCFA
29
United Capital Financial Advisors
Texas
$1.66M -$109K -5,059 -6%
PWS
30
Peloton Wealth Strategists
Indiana
$1.62M +$732K +34,000 +83%
NA
31
NewEdge Advisors
Louisiana
$1.33M -$61.1K -2,839 -4%
LPL Financial
32
LPL Financial
California
$1.33M +$513K +23,815 +63%
Stifel Financial
33
Stifel Financial
Missouri
$1.32M +$35K +1,624 +3%
ACS
34
Archford Capital Strategies
Illinois
$1.25M +$64.1K +2,955 +5%
EWS
35
Evergreen Wealth Solutions
Pennsylvania
$1.17M +$1.17M +54,232 New
LHC
36
Little House Capital
Massachusetts
$1.05M +$44.6K +2,071 +4%
FNB
37
Farmers National Bank
Kentucky
$794K +$22K +1,020 +3%
RJA
38
Raymond James & Associates
Florida
$794K +$48.9K +2,273 +7%
US Bancorp
39
US Bancorp
Minnesota
$763K +$101K +4,679 +15%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$709K +$6.18K +287 +0.9%
BEI
41
Benjamin Edwards Inc
Missouri
$633K +$36.2K +1,679 +6%
ABC
42
Associated Banc-Corp
Wisconsin
$594K +$58.2K +2,705 +11%
MA
43
MCF Advisors
Kentucky
$419K
BPA
44
Beacon Pointe Advisors
California
$405K +$405K +18,813 New
SCA
45
Snowden Capital Advisors
New York
$329K +$49.8K +2,313 +18%
BCPWM
46
Bradley & Co Private Wealth Management
Florida
$300K -$215K -9,993 -42%
MSWM
47
McGlone Suttner Wealth Management
Wisconsin
$288K +$288K +13,357 New
SPWG
48
Syntegra Private Wealth Group
Missouri
$279K +$36.6K +1,700 +15%
KNW
49
Kesler Norman & Wride
Utah
$274K -$3.08K -143 -1%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$269K +$19.2K +891 +8%