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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 %
Bank of New York Mellon
126
Bank of New York Mellon
New York
$643K +$128K +5,972 +25%
IWC
127
Integrated Wealth Concepts
Massachusetts
$607K +$18.5K +868 +3%
GCA
128
Gradient Capital Advisors
California
$591K +$53.8K +2,517 +10%
SWC
129
Spectrum Wealth Counsel
Indiana
$564K +$2.67K +125 +0.5%
DWT
130
Dorsey & Whitney Trust
South Dakota
$555K
JCM
131
Jacobi Capital Management
Pennsylvania
$552K +$203K +9,516 +58%
MSWM
132
McGlone Suttner Wealth Management
Wisconsin
$530K +$95.2K +4,457 +22%
MML Investors Services
133
MML Investors Services
Massachusetts
$522K +$20.6K +966 +4%
SFO
134
Stokes Family Office
Louisiana
$509K
SF
135
Safeguard Financial
Wisconsin
$499K -$102K -4,767 -17%
BSSFA
136
Baron Silver Stevens Financial Advisors
Florida
$492K +$492K +23,045 New
FIB
137
First Interstate Bank
Montana
$482K +$482K +22,578 New
TWC
138
TD Waterhouse Canada
Ontario, Canada
$480K +$480K +22,495 New
RBC
139
Roble Belko & Company
Pennsylvania
$464K +$60.1K +2,816 +15%
BWM
140
BCS Wealth Management
Tennessee
$461K
Comerica Bank
141
Comerica Bank
Texas
$458K +$44.3K +2,073 +11%
Creative Planning
142
Creative Planning
Kansas
$448K +$448K +20,983 New
TFS
143
Thoroughbred Financial Services
Tennessee
$448K +$78.9K +3,697 +21%
CBT
144
Crews Bank & Trust
Florida
$440K +$440K +20,620 New
LFASL
145
Lugano Financial Advisors SA (LFA)
Switzerland
$439K -$277K -12,967 -39%
NDSI
146
Newman Dignan & Sheerar Inc
Rhode Island
$439K +$25.9K +1,214 +6%
MA
147
Mutual Advisors
Nebraska
$404K +$83.8K +3,923 +26%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$379K +$183K +8,585 +94%
RWM
149
Ritholtz Wealth Management
New York
$358K +$58.7K +2,750 +20%
SCA
150
Snowden Capital Advisors
New York
$350K +$8.89K +416 +3%