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iShares iBonds Dec 2030 Term Corporate ETF

212 hedge funds and large institutions have $1.18B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+23
Holders Change %
+12.17%
% of All Funds
2.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
39
Increased
127
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$11.2M +$1.41M +66,230 +14%
HCM
27
Howland Capital Management
Massachusetts
$8.78M +$2.62M +122,612 +42%
CFS
28
Commonwealth Financial Services
West Virginia
$8.78M +$170K +7,946 +2%
Lido Advisors
29
Lido Advisors
California
$8.06M +$6.22M +291,133 +338%
PA
30
Probity Advisors
Texas
$8.06M +$1.83M +85,730 +29%
MWM
31
MinichMacGregor Wealth Management
New York
$7.96M +$7.96M +372,600 New
IF
32
Ironwood Financial
Arizona
$7.58M +$242K +11,330 +3%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$7.55M +$549K +25,714 +8%
LPL Financial
34
LPL Financial
California
$7.39M +$1.8M +84,106 +32%
RWP
35
RWA Wealth Partners
Massachusetts
$7.34M +$2.01M +93,992 +38%
CWM
36
Centric Wealth Management
Illinois
$7.06M +$4.06M +190,281 +136%
GPA
37
Guidance Point Advisors
Massachusetts
$6.78M +$140K +6,569 +2%
LWM
38
Lyell Wealth Management
California
$6.47M +$728K +34,103 +13%
NA
39
Nestegg Advisors
New York
$6.23M +$6.23M +290,205 New
KTM
40
Keeler Thomas Management
Utah
$6.07M -$246K -11,500 -4%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$5.93M +$595K +27,848 +11%
WMWM
42
Wilkins Miller Wealth Management
Alabama
$5.59M +$5.59M +261,491 New
PA
43
Parallel Advisors
California
$5.33M +$1.02M +47,909 +24%
SSB
44
Sandy Spring Bank
Maryland
$5.23M +$128K +5,996 +3%
SWMG
45
Signature Wealth Management Group
Georgia
$5.14M +$307K +14,376 +6%
PWS
46
Peloton Wealth Strategists
Indiana
$5.06M +$923K +43,200 +22%
BEI
47
Benjamin Edwards Inc
Missouri
$4.83M +$489K +22,898 +11%
4FG
48
4Thought Financial Group
New York
$4.54M +$124K +5,793 +3%
KF
49
Krilogy Financial
Missouri
$4.09M -$32.3K -1,512 -0.8%
MW
50
Members Wealth
Pennsylvania
$3.94M +$3.94M +184,654 New