IBDV icon

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.

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 %
CTWM
101
Cherry Tree Wealth Management
Minnesota
$1.24M +$131K +6,146 +12%
Invesco
102
Invesco
Georgia
$1.2M -$4.92M -230,569 -80%
CTA
103
Chesley Taft & Associates
Illinois
$1.13M +$290K +13,600 +34%
MWM
104
Meridian Wealth Management
Kentucky
$1.13M +$414K +19,387 +58%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.11M +$222K +10,377 +25%
LHC
106
Little House Capital
Massachusetts
$1.11M -$87.7K -4,106 -7%
RW
107
REDW Wealth
New Mexico
$1.07M -$556K -26,051 -34%
VA
108
Valmark Advisers
Ohio
$1.06M +$1.06M +49,853 New
NC
109
NovaPoint Capital
Georgia
$1.03M +$59.3K +2,775 +6%
PIM
110
Penobscot Investment Management
Massachusetts
$993K +$345K +16,150 +53%
BFG
111
Beacon Financial Group
Texas
$980K +$205K +9,579 +26%
CWM
112
Centricity Wealth Management
Ohio
$955K +$955K +44,710 New
FNB
113
Farmers National Bank
Kentucky
$915K +$915K +42,845 New
LWL
114
Leo Wealth LLC
Texas
$915K +$667K +31,228 +269%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$910K +$61.1K +2,860 +7%
MBT
116
Montecito Bank & Trust
California
$868K +$80.6K +3,774 +10%
SWP
117
Stratos Wealth Partners
Ohio
$854K +$95.1K +4,450 +13%
LF
118
LifePlan Financial
Minnesota
$848K +$848K +39,714 New
PAG
119
Private Advisor Group
New Jersey
$833K +$25.2K +1,181 +3%
MFG
120
Mendota Financial Group
Wisconsin
$789K -$177K -8,293 -18%
FBB
121
Fulton Breakefield Broenniman
Maryland
$782K +$307K +14,368 +65%
OC
122
Oppenheimer & Co
New York
$746K +$513K +24,020 +220%
MA
123
MONECO Advisors
Connecticut
$711K +$17.1K +802 +2%
BONH
124
Bank of New Hampshire
New Hampshire
$696K +$403K +18,875 +137%
GHA
125
Granite Harbor Advisors
Texas
$669K +$110K +5,147 +20%