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iShares iBonds Dec 2030 Term Corporate ETF

173 hedge funds and large institutions have $819M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 108 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
26
Increased
108
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFM
151
Phillips Financial Management
Indiana
$74K 3,481 +2,341 +205%
CAM
152
Creekmur Asset Management
Illinois
$70K 3,294 +3,294 New
Jones Financial Companies
153
Jones Financial Companies
Missouri
$54K 2,541 +2,541 New
SPIA
154
Steward Partners Investment Advisory
New York
$49.9K 2,345
EW
155
Element Wealth
Mississippi
$49.6K 2,335
TC
156
Trust Company
Kansas
$49.5K 2,326
BCWM
157
Bartlett & Co Wealth Management
Ohio
$42.5K 2,000
JPMorgan Chase & Co
158
JPMorgan Chase & Co
New York
$29.7K 1,396
GRP
159
Global Retirement Partners
California
$29.4K 1,383 -788 -36%
CAL
160
Capital Analysts LLC
Pennsylvania
$27K 1,250
VWM
161
Valley Wealth Managers
New Jersey
$22.9K 1,078 +1,078 New
PS
162
Principal Securities
Iowa
$21.8K 1,024
HIA
163
Harbor Investment Advisory
Maryland
$21.3K 1,000 +1,000 New
AF
164
Allworth Financial
California
$21K 978
AF
165
Advisornet Financial
Minnesota
$18.4K 867 +11 +1%
LWANC
166
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.9K 700 +700 New
FCA
167
FinTrust Capital Advisors
South Carolina
$10.6K 500
FPB
168
First PREMIER Bank
South Dakota
$7K 351 +351 New
PGAM
169
Princeton Global Asset Management
New Jersey
$5.42K 255 +3 +1%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$5.04K 237 +172 +265%
BlackRock
171
BlackRock
New York
$1.17K 55 -1,327 -96%
FFA
172
Farther Finance Advisors
California
$739 35 +35 New
Fidelity Investments
173
Fidelity Investments
Massachusetts
$21 1 +1 New
SL
174
Summitry LLC
California
-1,114,739 Closed
LNC
175
Lincoln National Corp
Pennsylvania
-40,297 Closed