IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF

78 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
45
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$36.1M 1,704,733 -224,541 -12%
Bank of America
2
Bank of America
North Carolina
$27.4M 1,292,265 +102,422 +9%
CIA
3
Capital Investment Advisors
Georgia
$27.3M 1,287,339 +187,764 +17%
GA
4
Gateway Advisory
New Jersey
$17.1M 807,316 +807,316 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17M 801,932 +11,687 +1%
SIC
6
Sigma Investment Counselors
Michigan
$15.3M 721,711 +90,568 +14%
Ameriprise
7
Ameriprise
Minnesota
$13.2M 622,739 +81,107 +15%
MLA
8
MB, Levis & Associates
Pennsylvania
$10.9M 514,897 +79,850 +18%
Morgan Stanley
9
Morgan Stanley
New York
$10.8M 509,640 +123,300 +32%
UBS Group
10
UBS Group
Switzerland
$10.1M 476,895 -9,957 -2%
VVP
11
Venture Visionary Partners
Ohio
$8.64M 407,683 +54,615 +15%
AF
12
Arrow Financial
New York
$8.02M 378,324 +36,075 +11%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$7.83M 369,543 +33,613 +10%
LPT
14
Legacy Private Trust
Wisconsin
$7.2M 339,392 +46,025 +16%
PRWA
15
Platte River Wealth Advisors
Colorado
$6.92M 326,432 +314,732 +2,690%
PPWM
16
PFG Private Wealth Management
Florida
$6.28M 296,134 +18,711 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.27M 295,679 +128,136 +76%
Jane Street
18
Jane Street
New York
$6.05M 285,579 -200,748 -41%
KTM
19
Keeler Thomas Management
Utah
$5.39M 253,955 +57,908 +30%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$4.99M 235,548 +59,122 +34%
US Bancorp
21
US Bancorp
Minnesota
$4.43M 208,989 +173,547 +490%
SWMG
22
Signature Wealth Management Group
Georgia
$4.07M 191,873 +4,317 +2%
GPA
23
Guidance Point Advisors
Massachusetts
$3.94M 185,874 +6,395 +4%
4FG
24
4Thought Financial Group
New York
$3.55M 167,395 -9,537 -5%
KF
25
Krilogy Financial
Missouri
$3.54M 167,161 +689 +0.4%