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iShares iBonds Dec 2030 Term Corporate ETF

151 hedge funds and large institutions have $669M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
151
Holders Change
+17
Holders Change %
+12.69%
% of All Funds
2.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
91
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KTM
26
Keeler Thomas Management
Utah
$6.3M +$575K +26,855 +10%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$6.28M +$389K +18,183 +7%
GPA
28
Guidance Point Advisors
Massachusetts
$5.92M +$523K +24,437 +10%
IF
29
Ironwood Financial
Arizona
$5.48M +$3.19M +148,952 +139%
HighTower Advisors
30
HighTower Advisors
Illinois
$5.43M +$2.22M +103,919 +69%
LWM
31
Lyell Wealth Management
California
$4.67M +$973K +45,490 +26%
SWMG
32
Signature Wealth Management Group
Georgia
$4.61M +$399K +19,125 +9%
OFA
33
Oak Family Advisors
Illinois
$4.45M +$361K +16,847 +9%
SSB
34
Sandy Spring Bank
Maryland
$4.33M +$378K +17,650 +10%
4FG
35
4Thought Financial Group
New York
$4.14M +$541K +25,260 +15%
PA
36
Probity Advisors
Texas
$4M +$1.84M +85,871 +85%
LPL Financial
37
LPL Financial
California
$3.99M +$1.48M +69,293 +59%
KF
38
Krilogy Financial
Missouri
$3.95M +$91.7K +4,287 +2%
RJA
39
Raymond James & Associates
Florida
$3.92M +$1.08M +50,347 +38%
PWS
40
Peloton Wealth Strategists
Indiana
$3.76M +$332K +15,500 +10%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$3.26M +$255K +11,933 +8%
MA
42
MCF Advisors
Kentucky
$3.24M +$53.5K +2,502 +2%
WI
43
WrapManager Inc
California
$3.04M +$64.1K +2,995 +2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$2.72M +$198K +9,242 +8%
PWM
45
Praetorian Wealth Management
California
$2.67M +$949K +44,360 +55%
PA
46
Parallel Advisors
California
$2.57M +$1.1M +51,428 +75%
CA
47
CGN Advisors
Kansas
$2.56M -$450K -21,007 -15%
KAS
48
Kestra Advisory Services
Texas
$2.43M +$291K +13,609 +14%
PWP
49
Precedent Wealth Partners
Texas
$2.37M +$305K +14,271 +15%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2.13M +$507K +23,694 +31%