IBDV icon

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.

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 %
LNC
76
Lincoln National Corp
Pennsylvania
$862K +$611K +28,551 +243%
CA
77
Cetera Advisors
Colorado
$853K +$853K +39,858 New
CWM
78
Cabot Wealth Management
Massachusetts
$848K +$85.1K +3,977 +11%
CCWA
79
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$836K +$397K +18,568 +91%
Citadel Advisors
80
Citadel Advisors
Florida
$801K -$752K -35,145 -48%
SWP
81
Stratos Wealth Partners
Ohio
$790K +$101K +4,718 +15%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$778K -$10.1K -470 -1%
SWM
83
Segment Wealth Management
Texas
$764K +$259K +12,110 +51%
BFG
84
Beacon Financial Group
Texas
$763K +$218K +10,177 +40%
Truist Financial
85
Truist Financial
North Carolina
$745K +$745K +34,820 New
MA
86
MONECO Advisors
Connecticut
$616K +$321K +14,986 +109%
Osaic Holdings
87
Osaic Holdings
Arizona
$583K +$535K +25,012 +1,117%
BEI
88
Benjamin Edwards Inc
Missouri
$583K -$39.1K -1,827 -6%
IWC
89
Integrated Wealth Concepts
Massachusetts
$582K +$182K +8,526 +46%
DWT
90
Dorsey & Whitney Trust
South Dakota
$556K
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$547K +$45.6K +2,130 +9%
CTC
92
Central Trust Company
Missouri
$501K -$2.76K -129 -0.5%
SWC
93
Spectrum Wealth Counsel
Indiana
$501K
SFO
94
Stokes Family Office
Louisiana
$478K +$42.8K +2,000 +10%
BWM
95
BCS Wealth Management
Tennessee
$462K +$249K +11,617 +116%
GCA
96
Gradient Capital Advisors
California
$460K +$126K +5,868 +38%
EWM
97
Executive Wealth Management
Michigan
$445K +$242K +11,434 +119%
PPWM
98
PFG Private Wealth Management
Florida
$427K -$6.83M -319,242 -94%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$411K +$411K +19,225 New
Comerica Bank
100
Comerica Bank
Texas
$407K +$204K +9,523 +100%