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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.

New
Increased
Maintained
Reduced
Closed
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 %
OMC
51
Old Mission Capital
Illinois
$1.98M +$376K +17,581 +23%
IA
52
IFP Advisors
Florida
$1.97M +$93.1K +4,351 +5%
Lido Advisors
53
Lido Advisors
California
$1.92M +$540K +25,231 +39%
NA
54
NewEdge Advisors
Louisiana
$1.84M +$114K +5,331 +7%
EWS
55
Evergreen Wealth Solutions
Pennsylvania
$1.62M +$89.1K +4,164 +6%
IW
56
Instrumental Wealth
Florida
$1.61M -$20.7K -983 -1%
QFA
57
Quantum Financial Advisors
California
$1.54M +$1.54M +72,082 New
Neuberger Berman Group
58
Neuberger Berman Group
New York
$1.52M +$196K +9,165 +15%
Stifel Financial
59
Stifel Financial
Missouri
$1.5M -$73.4K -3,428 -5%
BPA
60
Beacon Pointe Advisors
California
$1.44M +$553K +25,838 +62%
PSIWM
61
Paradigm Strategies in Wealth Management
Minnesota
$1.41M +$824K +38,496 +141%
UCFA
62
United Capital Financial Advisors
Texas
$1.37M -$8.88K -415 -0.6%
CCM
63
Coldstream Capital Management
Washington
$1.32M +$250K +11,666 +23%
ACS
64
Archford Capital Strategies
Illinois
$1.26M -$9.99K -467 -0.8%
Mariner
65
Mariner
Kansas
$1.23M +$796K +37,185 +185%
MIH
66
Meitav Investment House
Israel
$1.15M +$1.15M +53,760 New
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$1.14M +$768K +35,894 +206%
AI
68
Atria Investments
North Carolina
$1.11M +$1.11M +51,846 New
RW
69
REDW Wealth
New Mexico
$1.1M +$272K +12,687 +33%
HCM
70
Howland Capital Management
Massachusetts
$1.01M -$456K -21,311 -31%
LHC
71
Little House Capital
Massachusetts
$1.01M -$175K -8,173 -15%
SP
72
Stonebrook Private
Michigan
$967K +$399K +18,668 +70%
FNB
73
Farmers National Bank
Kentucky
$889K +$2.65K +124 +0.3%
ABC
74
Associated Banc-Corp
Wisconsin
$869K +$240K +11,192 +38%
MFG
75
Mendota Financial Group
Wisconsin
$868K +$305K +14,245 +54%