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iShares iBonds Dec 2030 Term Corporate ETF

44 hedge funds and large institutions have $154M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
25
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$39.8M 1,963,800 +391,080 +25%
Bank of America
2
Bank of America
North Carolina
$18.8M 928,604 +381,329 +70%
CIM
3
Confluence Investment Management
Missouri
$15.5M 763,968 +554 +0.1%
CIA
4
Capital Investment Advisors
Georgia
$15.3M 753,453 +104,410 +16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.23M 455,624 +455,624 New
Invesco
6
Invesco
Georgia
$6.45M 318,146 +15,544 +5%
LPT
7
Legacy Private Trust
Wisconsin
$4.93M 243,282 +23,982 +11%
SWMG
8
Signature Wealth Management Group
Georgia
$3.48M 171,901 +15,028 +10%
4FG
9
4Thought Financial Group
New York
$3.45M 170,474 +343 +0.2%
Ameriprise
10
Ameriprise
Minnesota
$3.44M 169,758 +110,676 +187%
KF
11
Krilogy Financial
Missouri
$3.12M 153,785 +1,424 +0.9%
GPA
12
Guidance Point Advisors
Massachusetts
$2.89M 141,993 +19,148 +16%
Stifel Financial
13
Stifel Financial
Missouri
$2.14M 105,535 -3,602 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.04M 100,458 +5,156 +5%
SSB
15
Sandy Spring Bank
Maryland
$2M 98,580 -3,870 -4%
CA
16
CGN Advisors
Kansas
$1.9M 93,894 +45,630 +95%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.85M 91,425 +1,740 +2%
Jane Street
18
Jane Street
New York
$1.8M 89,013 +76,036 +586%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.8M 88,884 +88,884 New
VVP
20
Venture Visionary Partners
Ohio
$1.76M 86,859 +86,859 New
AF
21
Arrow Financial
New York
$1.63M 80,509 +41,875 +108%
UBS Group
22
UBS Group
Switzerland
$1.57M 77,545 +41,371 +114%
Morgan Stanley
23
Morgan Stanley
New York
$1.03M 50,700 +8,084 +19%
US Bancorp
24
US Bancorp
Minnesota
$975K 48,151 +15,984 +50%
Wells Fargo
25
Wells Fargo
California
$863K 42,604 -1,274 -3%