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iShares iBonds Dec 2030 Term Corporate ETF

151 hedge funds and large institutions have $669M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 91 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
151
Holders Change
+17
Holders Change %
+12.69%
% of All Funds
2.19%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
23
Increased
91
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$46.1M 2,152,567 +238,881 +12%
Bank of America
2
Bank of America
North Carolina
$41.7M 1,947,314 +119,592 +7%
UBS Group
3
UBS Group
Switzerland
$39.1M 1,828,930 +157,536 +9%
Morgan Stanley
4
Morgan Stanley
New York
$32.3M 1,509,941 -1,278,493 -46%
ACA
5
Aptus Capital Advisors
Alabama
$30.3M 1,413,610 +173,553 +14%
GA
6
Gateway Advisory
New Jersey
$30.2M 1,409,046 +62,849 +5%
US Bancorp
7
US Bancorp
Minnesota
$29M 1,355,758 +247,558 +22%
SIC
8
Sigma Investment Counselors
Michigan
$24.8M 1,157,985 +264,956 +30%
SL
9
Summitry LLC
California
$23.9M 1,114,739 -357,727 -24%
Wells Fargo
10
Wells Fargo
California
$22M 1,027,291 +678,631 +195%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.9M 976,176 -48,818 -5%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$20M 933,028 +71,292 +8%
KA
13
Klingman & Associates
New York
$16.9M 789,420 +136,650 +21%
VVP
14
Venture Visionary Partners
Ohio
$15.7M 732,912 +177,599 +32%
ACM
15
Advisors Capital Management
New Jersey
$14.3M 669,165 +669,165 New
AF
16
Arrow Financial
New York
$13.2M 617,630 +22,036 +4%
BMM
17
Buffington Mohr McNeal
Idaho
$12.6M 587,209 +60,049 +11%
MLA
18
MB, Levis & Associates
Pennsylvania
$12M 559,217 +12,153 +2%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$11.4M 534,602 +54,806 +11%
MCM
20
MV Capital Management
Maryland
$11.4M 531,467 +140,936 +36%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$9.87M 461,242 +447,429 +3,239%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.52M 444,939 +77,881 +21%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$9.23M 431,141 +94,412 +28%
Ameriprise
24
Ameriprise
Minnesota
$8.56M 403,318 -9,064 -2%
PRWA
25
Platte River Wealth Advisors
Colorado
$6.85M 320,005 +57,976 +22%