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iShares iBonds Dec 2030 Term Corporate ETF

65 hedge funds and large institutions have $270M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
44
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$41.5M 1,929,274 +282,898 +17%
Bank of America
2
Bank of America
North Carolina
$25.6M 1,189,843 +133,045 +13%
CIA
3
Capital Investment Advisors
Georgia
$23.7M 1,099,575 +199,558 +22%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17M 790,245 +15,939 +2%
SIC
5
Sigma Investment Counselors
Michigan
$13.6M 631,143 +618,133 +4,751%
Ameriprise
6
Ameriprise
Minnesota
$11.7M 541,632 +332,679 +159%
UBS Group
7
UBS Group
Switzerland
$10.5M 486,852 +400,680 +465%
Jane Street
8
Jane Street
New York
$10.5M 486,327 +460,507 +1,784%
MLA
9
MB, Levis & Associates
Pennsylvania
$9.37M 435,047 +40,350 +10%
Morgan Stanley
10
Morgan Stanley
New York
$8.32M 386,340 +83,036 +27%
VVP
11
Venture Visionary Partners
Ohio
$7.6M 353,068 +112,539 +47%
AF
12
Arrow Financial
New York
$7.37M 342,249 +63,748 +23%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$7.23M 335,930 +335,930 New
OMC
14
Old Mission Capital
Illinois
$6.63M 308,157 +308,157 New
LPT
15
Legacy Private Trust
Wisconsin
$6.32M 293,367 +17,287 +6%
PPWM
16
PFG Private Wealth Management
Florida
$5.97M 277,423 +263,601 +1,907%
KTM
17
Keeler Thomas Management
Utah
$4.22M 196,047 +156,667 +398%
SWMG
18
Signature Wealth Management Group
Georgia
$4.04M 187,556 +10,374 +6%
GPA
19
Guidance Point Advisors
Massachusetts
$3.86M 179,479 +16,208 +10%
4FG
20
4Thought Financial Group
New York
$3.81M 176,932 +2,375 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.8M 176,426 +176,426 New
KF
22
Krilogy Financial
Missouri
$3.58M 166,472 +99,941 +150%
CA
23
CGN Advisors
Kansas
$3.16M 146,784 +4,097 +3%
Wells Fargo
24
Wells Fargo
California
$2.9M 134,901 +52,846 +64%
SSB
25
Sandy Spring Bank
Maryland
$2.53M 117,635 +13,145 +13%