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iShares iBonds Dec 2030 Term Corporate ETF

59 hedge funds and large institutions have $181M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
59
Holders Change
+15
Holders Change %
+34.09%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
28
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$34.2M 1,646,376 -317,424 -16%
Bank of America
2
Bank of America
North Carolina
$22M 1,056,798 +128,194 +14%
CIA
3
Capital Investment Advisors
Georgia
$18.7M 900,017 +146,564 +19%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.1M 774,306 +318,682 +70%
MLA
5
MB, Levis & Associates
Pennsylvania
$8.21M 394,697 +394,697 New
SVWAG
6
Sound View Wealth Advisors Group
Georgia
$7.29M 336,729 +336,729 New
Morgan Stanley
7
Morgan Stanley
New York
$6.31M 303,304 +252,604 +498%
AF
8
Arrow Financial
New York
$5.79M 278,501 +197,992 +246%
LPT
9
Legacy Private Trust
Wisconsin
$5.74M 276,080 +32,798 +13%
VVP
10
Venture Visionary Partners
Ohio
$5M 240,529 +153,670 +177%
Ameriprise
11
Ameriprise
Minnesota
$4.35M 208,953 +39,195 +23%
SWMG
12
Signature Wealth Management Group
Georgia
$3.69M 177,182 +5,281 +3%
4FG
13
4Thought Financial Group
New York
$3.63M 174,557 +4,083 +2%
GPA
14
Guidance Point Advisors
Massachusetts
$3.4M 163,271 +21,278 +15%
CA
15
CGN Advisors
Kansas
$2.97M 142,687 +48,793 +52%
Invesco
16
Invesco
Georgia
$2.88M 138,339 -179,807 -57%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.35M 112,972 +24,088 +27%
SSB
18
Sandy Spring Bank
Maryland
$2.17M 104,490 +5,910 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.14M 103,109 +2,651 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.91M 91,921 +496 +0.5%
UBS Group
21
UBS Group
Switzerland
$1.79M 86,172 +8,627 +11%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.75M 84,017 +84,017 New
Wells Fargo
23
Wells Fargo
California
$1.71M 82,055 +39,451 +93%
UCFA
24
United Capital Financial Advisors
Texas
$1.71M 82,051 +82,051 New
KF
25
Krilogy Financial
Missouri
$1.38M 66,531 -87,254 -57%