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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 Holding Trade Value Shares
Change
Shares
Change %
MFG
76
Mendota Financial Group
Wisconsin
$570K +$570K +26,329 New
DWT
77
Dorsey & Whitney Trust
South Dakota
$563K
BFG
78
Beacon Financial Group
Texas
$551K +$551K +25,484 New
SWM
79
Segment Wealth Management
Texas
$510K +$293K +13,550 +135%
CTC
80
Central Trust Company
Missouri
$510K +$286K +13,199 +128%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$507K +$120K +5,563 +31%
SWC
82
Spectrum Wealth Counsel
Indiana
$506K +$506K +23,398 New
NL
83
NWAM LLC
Washington
$499K +$499K +23,069 New
AWM
84
AE Wealth Management
Kansas
$469K -$626K -29,200 -57%
CCWA
85
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$444K +$444K +20,515 New
SFO
86
Stokes Family Office
Louisiana
$440K +$440K +20,345 New
Mariner
87
Mariner
Kansas
$435K +$435K +20,085 New
RBC
88
Roble Belko & Company
Pennsylvania
$409K -$326K -15,095 -44%
IWC
89
Integrated Wealth Concepts
Massachusetts
$404K +$174K +8,054 +76%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$376K +$62.9K +2,906 +20%
KNW
91
Kesler Norman & Wride
Utah
$357K +$110K +5,098 +45%
MSWM
92
McGlone Suttner Wealth Management
Wisconsin
$356K +$39.8K +1,837 +13%
GCA
93
Gradient Capital Advisors
California
$338K +$338K +15,622 New
SPWG
94
Syntegra Private Wealth Group
Missouri
$321K
GHA
95
Granite Harbor Advisors
Texas
$320K
BCPWM
96
Bradley & Co Private Wealth Management
Florida
$301K
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$299K +$18.9K +873 +7%
MA
98
MONECO Advisors
Connecticut
$299K +$866 +40 +0.3%
SCA
99
Snowden Capital Advisors
New York
$269K
JIR
100
James Investment Research
Ohio
$259K +$259K +11,950 New