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.

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 %
PPWM
151
PFG Private Wealth Management
Florida
$336K
FWMM
152
Foundation Wealth Management (Missouri)
Missouri
$327K +$119K +5,559 +57%
CSP
153
Cary Street Partners
Virginia
$327K +$327K +15,309 New
ST
154
Spinnaker Trust
Maine
$324K +$101K +4,713 +45%
PP
155
Prosperity Planning
Missouri
$324K -$336K
4WM
156
4J Wealth Management
Virginia
$322K +$9.61K +450 +3%
JBA
157
Johnson Bixby & Associates
Washington
$294K +$4.53K +212 +2%
Truist Financial
158
Truist Financial
North Carolina
$291K +$13.1K +615 +5%
DWM
159
DecisionMap Wealth Management
Virginia
$269K +$269K +12,595 New
SPWM
160
Straight Path Wealth Management
Michigan
$268K
PWA
161
Provenance Wealth Advisors
Florida
$267K +$49.7K +2,326 +23%
KNW
162
Kesler Norman & Wride
Utah
$258K -$143K -6,717 -36%
HC
163
Hurley Capital
New York
$257K +$257K +12,048 New
SC
164
Scotia Capital
Ontario, Canada
$241K
AAS
165
Avantax Advisory Services
Texas
$237K +$237K +11,108 New
YWM
166
Yoder Wealth Management
California
$233K
RWP
167
Reliant Wealth Planning
Kentucky
$230K +$230K +10,779 New
RFN
168
Redwood Financial Network
Ohio
$229K +$229K +10,706 New
PJSIMP
169
P.J. Schmidt Investment Management (PJS)
Wisconsin
$226K
SWP
170
Summit Wealth Partners
Florida
$209K -$30.3K -1,419 -13%
KC
171
Kades & Cheifetz
Pennsylvania
$206K +$206K +9,631 New
SPWG
172
Syntegra Private Wealth Group
Missouri
$201K -$312K -14,589 -61%
BCPWM
173
Bradley & Co Private Wealth Management
Florida
$188K +$188K +8,785 New
BWL
174
Bogart Wealth LLC
Virginia
$149K +$7.5K +351 +5%
AA
175
Addison Advisors
Vermont
$148K -$10.3K -480 -6%