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iShares iBonds Dec 2030 Term Corporate ETF

40 hedge funds and large institutions have $138M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
21
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$33.7M 1,572,720 +1,572,720 New
CIM
2
Confluence Investment Management
Missouri
$16.3M 763,414 -188,422 -20%
SPF
3
Steven Patrick Farmer
$16.3M 763,414 +763,414 New
CIA
4
Capital Investment Advisors
Georgia
$13.9M 649,043 +64,548 +11%
Bank of America
5
Bank of America
North Carolina
$11.7M 547,275 -459,720 -46%
Invesco
6
Invesco
Georgia
$6.48M 302,602 +132,353 +78%
LPT
7
Legacy Private Trust
Wisconsin
$4.69M 219,300 +207,847 +1,815%
4FG
8
4Thought Financial Group
New York
$3.64M 170,131 +3,318 +2%
SWMG
9
Signature Wealth Management Group
Georgia
$3.36M 156,873 +93,329 +147%
KF
10
Krilogy Financial
Missouri
$3.26M 152,361 +58,390 +62%
GPA
11
Guidance Point Advisors
Massachusetts
$2.63M 122,845 +69,417 +130%
Stifel Financial
12
Stifel Financial
Missouri
$2.34M 109,137 -782,130 -88%
SSB
13
Sandy Spring Bank
Maryland
$2.19M 102,450 -11,530 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.04M 95,302 -1,180 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.92M 89,685 +13,134 +17%
Ameriprise
16
Ameriprise
Minnesota
$1.26M 59,082 -2,653 -4%
CA
17
CGN Advisors
Kansas
$1.03M 48,264 +14,054 +41%
Wells Fargo
18
Wells Fargo
California
$939K 43,878 +5,564 +15%
Morgan Stanley
19
Morgan Stanley
New York
$912K 42,616 +20,617 +94%
BCPWM
20
Bradley & Co Private Wealth Management
Florida
$887K 41,454 +7,698 +23%
LHC
21
Little House Capital
Massachusetts
$832K 38,900 +13,523 +53%
AF
22
Arrow Financial
New York
$827K 38,634 -7,712 -17%
UBS Group
23
UBS Group
Switzerland
$774K 36,174 +4,848 +15%
RJA
24
Raymond James & Associates
Florida
$749K 34,977 +5,862 +20%
FNB
25
Farmers National Bank
Kentucky
$720K 33,629 +4,039 +14%