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iShares iBonds Dec 2030 Term Corporate ETF

173 hedge funds and large institutions have $819M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 108 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
26
Increased
108
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
51
CGN Advisors
Kansas
$2.75M 129,286 +9,691 +8%
PA
52
Parallel Advisors
California
$2.74M 128,832 +8,792 +7%
PWP
53
Precedent Wealth Partners
Texas
$2.73M 128,207 +17,592 +16%
KAS
54
Kestra Advisory Services
Texas
$2.47M 116,212 +2,625 +2%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$2.33M 109,696 +10,295 +10%
BPA
56
Beacon Pointe Advisors
California
$2.2M 103,405 +36,150 +54%
NA
57
NewEdge Advisors
Louisiana
$2.1M 98,688 +12,876 +15%
EWS
58
Evergreen Wealth Solutions
Pennsylvania
$2.02M 94,793 +18,999 +25%
Lido Advisors
59
Lido Advisors
California
$1.98M 93,294 +3,497 +4%
IA
60
IFP Advisors
Florida
$1.96M 92,146 +20 +0%
CCM
61
Coldstream Capital Management
Washington
$1.79M 83,486 +21,948 +36%
IW
62
Instrumental Wealth
Florida
$1.7M 78,996 +2,727 +4%
ST
63
Sabal Trust
Florida
$1.65M 77,584 +77,584 New
QFA
64
Quantum Financial Advisors
California
$1.59M 75,013 +2,931 +4%
ADL
65
Asset Dedication LLC
California
$1.59M 74,990 +74,990 New
Stifel Financial
66
Stifel Financial
Missouri
$1.59M 74,957 +4,739 +7%
SA
67
Sanctuary Advisors
Indiana
$1.58M 75,708 +75,708 New
RW
68
REDW Wealth
New Mexico
$1.57M 73,834 +22,368 +43%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$1.53M 71,776 +611 +0.9%
AI
70
Atria Investments
North Carolina
$1.51M 71,184 +19,338 +37%
Mariner
71
Mariner
Kansas
$1.48M 69,578 +12,308 +21%
PSIWM
72
Paradigm Strategies in Wealth Management
Minnesota
$1.46M 68,570 +2,814 +4%
Osaic Holdings
73
Osaic Holdings
Arizona
$1.35M 63,623 +36,372 +133%
UCFA
74
United Capital Financial Advisors
Texas
$1.34M 63,056 -958 -1%
HA
75
Hamel Associates
New Jersey
$1.31M 61,725 +61,725 New