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iShares iBonds 2030 Term High Yield and Income ETF
IBHJ

Overview Fund Activity

20 hedge funds and large institutions have $14.4M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
10
Reduced
1
Closed
1
Calls
$28K
Puts
$68K
Net Calls
-$40K
Net Calls Change
-$121K

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$2.61M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.25M
3
Jane Street
3
Jane Street
New York
$765K
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$657K
5
MSRI
5
Michael S. Ryan Inc
New York
$4.29M

Top Sellers

1
MAG
1
M3 Advisory Group
Massachusetts
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$131K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRI
1
Michael S. Ryan Inc
New York
$4.29M +$582K +22,338 +16%
LIA
2
LBMC Investment Advisors
Tennessee
$2.61M +$2.26M +86,937 +653%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.38M +$124K +4,761 +10%
Morgan Stanley
4
Morgan Stanley
New York
$1.25M +$1.23M +47,333 +8,189%
WI
5
WrapManager Inc
California
$1.07M +$34.4K +1,320 +3%
SPWM
6
Straight Path Wealth Management
Michigan
$1M +$115K +4,428 +13%
Jane Street
7
Jane Street
New York
$765K +$765K +29,376 New
IWC
8
Integrated Wealth Concepts
Massachusetts
$657K +$657K +25,234 New
Raymond James Financial
9
Raymond James Financial
Florida
$322K +$322K +12,355 New
LPL Financial
10
LPL Financial
California
$296K +$33K +1,269 +13%
FTUS
11
Flow Traders U.S.
New York
$269K +$70.4K +2,699 +35%
Bank of America
12
Bank of America
North Carolina
$209K +$27.3K +1,050 +15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$131K -$4.15K -159 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$79.6K +$58.1K +2,231 +270%
IA
15
IFP Advisors
Florida
$27.7K +$27.7K +1,065 New
VHAM
16
Van Hulzen Asset Management
California
$23.5K +$23.5K +902 New
BTI
17
Blue Trust Inc
Georgia
$17.9K +$17.9K +687 New
HI
18
Harbour Investments
Wisconsin
$12.3K +$12.3K +473 New
CTWM
19
Cherry Tree Wealth Management
Minnesota
$8.49K – – –
UBS Group
20
UBS Group
Switzerland
$3.23K +$3.23K +124 New
MAG
21
M3 Advisory Group
Massachusetts
– -$206K -7,675 Closed