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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.

New
Increased
Maintained
Reduced
Closed
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 %
YWM
126
Yoder Wealth Management
California
$233K
Bank of New York Mellon
127
Bank of New York Mellon
New York
$231K +$231K +10,817 New
PAG
128
Private Advisor Group
New Jersey
$231K +$231K +10,817 New
RWM
129
Ritholtz Wealth Management
New York
$231K
SPWM
130
Straight Path Wealth Management
Michigan
$211K
SF
131
Safeguard Financial
Wisconsin
$208K +$208K +9,719 New
KHC
132
Koesten Hirschmann & Crabtree
Kansas
$125K
BWL
133
Bogart Wealth LLC
Virginia
$122K +$14.9K +697 +14%
HI
134
Harbour Investments
Wisconsin
$101K +$749 +35 +0.7%
WFA
135
Wells Financial Advisors
Massachusetts
$89.9K
SPIA
136
Steward Partners Investment Advisory
New York
$50.2K
EW
137
Element Wealth
Mississippi
$50K
TC
138
Trust Company
Kansas
$49.8K +$49.8K +2,326 New
AA
139
Addison Advisors
Vermont
$49.6K +$8.56K +400 +21%
GRP
140
Global Retirement Partners
California
$46.5K +$46.5K +2,171 New
BCWM
141
Bartlett & Co Wealth Management
Ohio
$42.8K
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$29.9K +$29.9K +1,396 New
BlackRock
143
BlackRock
New York
$29.6K +$28.4K +1,328 +2,459%
CAL
144
Capital Analysts LLC
Pennsylvania
$27K
PFM
145
Phillips Financial Management
Indiana
$24.4K +$24.4K +1,140 New
PS
146
Principal Securities
Iowa
$21.9K +$21.9K +1,024 New
AF
147
Allworth Financial
California
$20.9K
AF
148
Advisornet Financial
Minnesota
$18.3K +$128 +6 +0.7%
FCA
149
FinTrust Capital Advisors
South Carolina
$10.7K -$90.7K -4,240 -89%
PGAM
150
Princeton Global Asset Management
New Jersey
$5.39K +$5.39K +252 New