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iShares iBonds Dec 2030 Term Corporate ETF

78 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
45
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
CGN Advisors
Kansas
$3.42M +$312K +14,722 +10%
SSB
27
Sandy Spring Bank
Maryland
$3.17M +$677K +31,950 +27%
Wells Fargo
28
Wells Fargo
California
$2.94M +$83.7K +3,950 +3%
KA
29
Klingman & Associates
New York
$2.68M +$2.68M +126,642 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$2.59M +$349K +16,463 +16%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.41M +$163K +7,693 +7%
PWS
32
Peloton Wealth Strategists
Indiana
$2.2M +$608K +28,700 +38%
LPL Financial
33
LPL Financial
California
$1.74M +$430K +20,274 +33%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.62M -$52.6K -2,479 -3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.59M +$1.59M +74,771 New
UCFA
36
United Capital Financial Advisors
Texas
$1.58M -$56.8K -2,679 -3%
ACS
37
Archford Capital Strategies
Illinois
$1.42M +$204K +9,638 +17%
Stifel Financial
38
Stifel Financial
Missouri
$1.36M +$68.7K +3,239 +5%
NA
39
NewEdge Advisors
Louisiana
$1.32M +$8.4K +396 +0.6%
EWS
40
Evergreen Wealth Solutions
Pennsylvania
$1.19M +$43.8K +2,065 +4%
LHC
41
Little House Capital
Massachusetts
$1.08M +$46.6K +2,197 +5%
FNB
42
Farmers National Bank
Kentucky
$823K +$41.1K +1,941 +5%
MCM
43
MV Capital Management
Maryland
$787K +$787K +37,143 New
RJA
44
Raymond James & Associates
Florida
$745K -$37K -1,743 -5%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$706K +$8.16K +385 +1%
BEI
46
Benjamin Edwards Inc
Missouri
$632K +$9.13K +431 +1%
ABC
47
Associated Banc-Corp
Wisconsin
$572K -$13.3K -625 -2%
BPA
48
Beacon Pointe Advisors
California
$425K +$26K +1,227 +7%
MA
49
MCF Advisors
Kentucky
$413K
RW
50
REDW Wealth
New Mexico
$341K +$341K +16,066 New