IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF

134 hedge funds and large institutions have $604M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
134
Holders Change
+38
Holders Change %
+39.58%
% of All Funds
1.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
43
Increased
65
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$1.74M 80,481 +22,332 +38%
IW
52
Instrumental Wealth
Florida
$1.65M 77,252 +77,252 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$1.64M 75,707 +71,566 +1,728%
OMC
54
Old Mission Capital
Illinois
$1.63M 75,148 +52,861 +237%
Stifel Financial
55
Stifel Financial
Missouri
$1.59M 73,646 +1,714 +2%
Citadel Advisors
56
Citadel Advisors
Florida
$1.57M 72,557 +72,557 New
EWS
57
Evergreen Wealth Solutions
Pennsylvania
$1.55M 71,630 +9,483 +15%
HCM
58
Howland Capital Management
Massachusetts
$1.49M 68,647 +9,737 +17%
PA
59
Parallel Advisors
California
$1.48M 68,612 +68,612 New
Lido Advisors
60
Lido Advisors
California
$1.4M 64,566 +64,566 New
UCFA
61
United Capital Financial Advisors
Texas
$1.39M 64,429 -3,711 -5%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$1.34M 62,000 +62,000 New
ACS
63
Archford Capital Strategies
Illinois
$1.28M 59,351 -12,691 -18%
LHC
64
Little House Capital
Massachusetts
$1.2M 55,352 -1,686 -3%
CCM
65
Coldstream Capital Management
Washington
$1.08M 49,872 +34,077 +216%
BPA
66
Beacon Pointe Advisors
California
$896K 41,417 +16,057 +63%
FNB
67
Farmers National Bank
Kentucky
$896K 41,403 +1,081 +3%
RW
68
REDW Wealth
New Mexico
$839K 38,779 +15,800 +69%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$797K 36,824 +3,879 +12%
CWM
70
Cabot Wealth Management
Massachusetts
$771K 35,640 +2,007 +6%
SWP
71
Stratos Wealth Partners
Ohio
$697K 32,209 +8,067 +33%
ABC
72
Associated Banc-Corp
Wisconsin
$636K 29,412 +1,480 +5%
BEI
73
Benjamin Edwards Inc
Missouri
$629K 29,066 -494 -2%
PSIWM
74
Paradigm Strategies in Wealth Management
Minnesota
$590K 27,260 +9,230 +51%
SP
75
Stonebrook Private
Michigan
$573K 26,497 +26,497 New