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iShares iBonds Dec 2030 Term Corporate ETF

173 hedge funds and large institutions have $819M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 108 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
26
Increased
108
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$50.9M 2,395,621 +243,054 +11%
CAI
2
Capital Advisors Inc
Oklahoma
$47.4M 2,229,604 +2,229,604 New
Bank of America
3
Bank of America
North Carolina
$44.6M 2,097,197 +149,883 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$41M 1,930,803 +997,775 +107%
ACA
5
Aptus Capital Advisors
Alabama
$40.1M 1,886,176 +472,566 +33%
Wells Fargo
6
Wells Fargo
California
$39.8M 1,871,102 +843,811 +82%
Morgan Stanley
7
Morgan Stanley
New York
$35.3M 1,662,450 +152,509 +10%
GA
8
Gateway Advisory
New Jersey
$31.7M 1,491,356 +82,310 +6%
SIC
9
Sigma Investment Counselors
Michigan
$27M 1,270,404 +112,419 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.7M 1,255,352 +279,176 +29%
US Bancorp
11
US Bancorp
Minnesota
$26.6M 1,251,587 -104,171 -8%
HighTower Advisors
12
HighTower Advisors
Illinois
$24.5M 1,153,954 +900,046 +354%
UBS Group
13
UBS Group
Switzerland
$19.1M 896,099 -932,831 -51%
KA
14
Klingman & Associates
New York
$18.9M 887,863 +98,443 +12%
VVP
15
Venture Visionary Partners
Ohio
$17.2M 809,324 +76,412 +10%
ACM
16
Advisors Capital Management
New Jersey
$14.8M 697,191 +28,026 +4%
MFG
17
Monumental Financial Group
Maryland
$14.2M 670,070 +670,070 New
AF
18
Arrow Financial
New York
$13.5M 636,730 +19,100 +3%
BMM
19
Buffington Mohr McNeal
Idaho
$12.6M 593,465 +6,256 +1%
MLA
20
MB, Levis & Associates
Pennsylvania
$12.2M 573,649 +14,432 +3%
MCM
21
MV Capital Management
Maryland
$11.9M 557,993 +26,526 +5%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$11.6M 547,920 +13,318 +2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$11.3M 529,729 +84,790 +19%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$10.5M 494,404 +63,263 +15%
Ameriprise
25
Ameriprise
Minnesota
$9.51M 447,142 +43,824 +11%