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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 %
PWM
51
Praetorian Wealth Management
California
$3.93M +$410K +19,174 +12%
HA
52
Hamel Associates
New Jersey
$3.84M +$1.92M +90,059 +101%
ST
53
Sabal Trust
Florida
$3.82M +$842K +39,421 +28%
EWM
54
Executive Wealth Management
Michigan
$3.68M +$985K +46,093 +36%
CTC
55
Central Trust Company
Missouri
$3.66M +$2.78M +130,081 +315%
MA
56
MCF Advisors
Kentucky
$3.35M +$44.7K +2,093 +1%
WI
57
WrapManager Inc
California
$3.33M +$16K +750 +0.5%
CA
58
CGN Advisors
Kansas
$3.27M +$345K +16,164 +12%
PWP
59
Precedent Wealth Partners
Texas
$2.98M -$220K -10,308 -7%
OFA
60
Oak Family Advisors
Illinois
$2.94M -$1.49M -69,987 -34%
KAS
61
Kestra Advisory Services
Texas
$2.91M +$615K +28,775 +27%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$2.74M +$1.06M +49,837 +64%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$2.72M +$88.7K +4,154 +3%
BPA
64
Beacon Pointe Advisors
California
$2.7M +$262K +12,262 +11%
SA
65
Sanctuary Advisors
Indiana
$2.68M +$231K +10,741 +9%
HFRG
66
Houlihan Financial Resource Group
Virginia
$2.62M +$715K +33,452 +38%
SFB
67
STAR Financial Bank
Indiana
$2.26M +$458K +21,455 +25%
EWS
68
Evergreen Wealth Solutions
Pennsylvania
$2.23M +$84.3K +3,948 +4%
FNT
69
First National Trust
Pennsylvania
$2.08M +$1.21M +56,650 +139%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$2.03M +$737K +34,515 +57%
IA
71
IFP Advisors
Florida
$2.01M +$58.2K +2,726 +3%
Osaic Holdings
72
Osaic Holdings
Arizona
$2M +$522K +24,431 +35%
Mariner
73
Mariner
Kansas
$1.99M +$456K +21,337 +30%
QFA
74
Quantum Financial Advisors
California
$1.98M +$139K +6,513 +8%
SP
75
Stonebrook Private
Michigan
$1.98M +$176K +8,237 +10%