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iShares iBonds Dec 2030 Term Corporate ETF

134 hedge funds and large institutions have $604M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
134
Holders Change
+38
Holders Change %
+39.58%
% of All Funds
1.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
43
Increased
65
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$60.3M 2,788,434 +1,935,927 +227%
CIA
2
Capital Investment Advisors
Georgia
$41.4M 1,913,686 +163,054 +9%
Bank of America
3
Bank of America
North Carolina
$39.6M 1,827,722 +242,842 +15%
UBS Group
4
UBS Group
Switzerland
$36.2M 1,671,394 +1,186,635 +245%
SL
5
Summitry LLC
California
$31.9M 1,472,466 +1,472,466 New
GA
6
Gateway Advisory
New Jersey
$29.1M 1,346,197 +527,151 +64%
ACA
7
Aptus Capital Advisors
Alabama
$26.8M 1,240,057 -7,311 -0.6%
US Bancorp
8
US Bancorp
Minnesota
$24M 1,108,200 +619,312 +127%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$22.2M 1,024,994 +776,668 +313%
SIC
10
Sigma Investment Counselors
Michigan
$19.3M 893,029 +116,937 +15%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.6M 861,736 +44,118 +5%
KA
12
Klingman & Associates
New York
$14.1M 652,770 +299,601 +85%
AF
13
Arrow Financial
New York
$12.9M 595,594 +53,567 +10%
VVP
14
Venture Visionary Partners
Ohio
$12M 555,313 +119,536 +27%
MLA
15
MB, Levis & Associates
Pennsylvania
$11.8M 547,064 +27,124 +5%
BMM
16
Buffington Mohr McNeal
Idaho
$11.4M 527,160 +292,698 +125%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$10.4M 479,796 +21,155 +5%
Ameriprise
18
Ameriprise
Minnesota
$8.92M 412,382 -182,966 -31%
MCM
19
MV Capital Management
Maryland
$8.45M 390,531 +7,865 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.94M 367,058 +58,675 +19%
Wells Fargo
21
Wells Fargo
California
$7.55M 348,660 +209,304 +150%
PPWM
22
PFG Private Wealth Management
Florida
$7.34M 339,176 +101,843 +43%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$7.29M 336,729 +336,729 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.95M 275,076 +11,463 +4%
KTM
25
Keeler Thomas Management
Utah
$5.78M 267,287 +562 +0.2%