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iShares iBonds Dec 2030 Term Treasury ETF

114 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

286% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 14

20% more funds holding

Funds holding: 95114 (+19)

13% more capital invested

Capital invested by funds: $218M → $246M (+$27.6M)

3.85% more ownership

Funds ownership: 77.37%81.22% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
114
Holders Change
+19
Holders Change %
+20%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
54
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
26
Country Club Bank
Missouri
$2.09M +$50.4K +2,591 +2%
APW
27
Atlantic Private Wealth
North Carolina
$2.01M -$8.45K -434 -0.4%
TFS
28
Thoroughbred Financial Services
Tennessee
$1.98M +$445K +22,864 +29%
SFB
29
STAR Financial Bank
Indiana
$1.75M +$95.4K +4,902 +6%
SAM
30
Smartleaf Asset Management
Massachusetts
$1.64M +$15K +772 +0.9%
PAG
31
Private Advisor Group
New Jersey
$1.61M +$11.6K +598 +0.7%
KAS
32
Kestra Advisory Services
Texas
$1.52M +$149K +7,660 +11%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.45M +$1.26M +64,755 +588%
BFO
34
Boston Family Office
Massachusetts
$1.44M +$51.2K +2,629 +4%
FA
35
FF Advisors
California
$1.43M -$152K -7,787 -10%
Morgan Stanley
36
Morgan Stanley
New York
$1.41M +$104K +5,334 +8%
PAS
37
Park Avenue Securities
New York
$1.4M +$383K +19,705 +37%
MBTD
38
Mechanics Bank - Trust Department
California
$1.15M +$156K +8,000 +15%
Goldman Sachs
39
Goldman Sachs
New York
$1.14M
SCA
40
Snowden Capital Advisors
New York
$1.04M +$142K +7,307 +16%
FTUS
41
Flow Traders U.S.
New York
$918K +$666K +34,201 +251%
Financial Engines Advisors
42
Financial Engines Advisors
California
$855K +$415K +21,342 +92%
EW
43
Evexia Wealth
Wisconsin
$847K +$856K +43,975 New
VA
44
Valmark Advisers
Ohio
$797K +$809K +41,549 New
NA
45
NewEdge Advisors
Louisiana
$793K -$127K -6,539 -14%
ABC
46
Associated Banc-Corp
Wisconsin
$778K +$60.5K +3,110 +8%
YWM
47
Yoder Wealth Management
California
$750K +$48.6K +2,500 +7%
IWC
48
Integrated Wealth Concepts
Massachusetts
$738K +$232K +11,939 +45%
MCM
49
MV Capital Management
Maryland
$733K +$247K +12,706 +50%
CCG
50
Chatham Capital Group
Georgia
$684K +$31.8K +1,635 +5%