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iShares iBonds Dec 2030 Term Corporate ETF

96 hedge funds and large institutions have $358M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 0 closing their positions.

Holders
96
Holders Change
+18
Holders Change %
+23.08%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
52
Reduced
13
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$35.7M 1,750,632 +463,293 +36%
Bank of America
2
Bank of America
North Carolina
$32.3M 1,584,880 +292,615 +23%
ACA
3
Aptus Capital Advisors
Alabama
$25.4M 1,247,368 -457,365 -27%
Morgan Stanley
4
Morgan Stanley
New York
$17.4M 852,507 +342,867 +67%
GA
5
Gateway Advisory
New Jersey
$16.7M 819,046 +11,730 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.7M 817,618 +15,686 +2%
SIC
7
Sigma Investment Counselors
Michigan
$15.8M 776,092 +54,381 +8%
Ameriprise
8
Ameriprise
Minnesota
$12.1M 595,348 -27,391 -4%
AF
9
Arrow Financial
New York
$11M 542,027 +163,703 +43%
MLA
10
MB, Levis & Associates
Pennsylvania
$10.6M 519,940 +5,043 +1%
US Bancorp
11
US Bancorp
Minnesota
$9.96M 488,888 +279,899 +134%
UBS Group
12
UBS Group
Switzerland
$9.88M 484,759 +7,864 +2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$9.35M 458,641 +89,098 +24%
VVP
14
Venture Visionary Partners
Ohio
$8.88M 435,777 +28,094 +7%
MCM
15
MV Capital Management
Maryland
$7.8M 382,666 +345,523 +930%
KA
16
Klingman & Associates
New York
$7.2M 353,169 +226,527 +179%
LPT
17
Legacy Private Trust
Wisconsin
$7.2M 353,071 +13,679 +4%
PRWA
18
Platte River Wealth Advisors
Colorado
$6.56M 321,917 -4,515 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.29M 308,383 +12,704 +4%
Jane Street
20
Jane Street
New York
$5.99M 294,109 +8,530 +3%
KTM
21
Keeler Thomas Management
Utah
$5.57M 266,725 +12,770 +5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$5.37M 263,613 +28,065 +12%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.06M 248,326 +125,983 +103%
PPWM
24
PFG Private Wealth Management
Florida
$4.84M 237,333 -58,801 -20%
BMM
25
Buffington Mohr McNeal
Idaho
$4.78M 234,462 +234,462 New