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iShares iBonds Dec 2030 Term Treasury ETF
IBTK

Overview Fund Activity

79 hedge funds and large institutions have $179M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
36
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.53M
2
RJA
2
Raymond James & Associates
Florida
$6.81M
3
LPT
3
Legacy Private Trust
Wisconsin
$4.93M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.89M
5
UBS Group
5
UBS Group
Switzerland
$5.18M

Top Sellers

1
NA
1
Nottingham Advisors
New York
$725K
2
TWM
2
TMD Wealth Management
Arizona
$0
3
SHA
3
Seneca House Advisors
Virginia
$754K
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$1.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$420K 21,611 +21,611 New
LNC
52
Lincoln National Corp
Pennsylvania
$416K 21,445 +21,445 New
MFG
53
Mendota Financial Group
Wisconsin
$406K 20,893 +7,431 +55%
EH
54
Equitable Holdings
New York
$347K 17,890 +675 +4%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$328K 16,880 +16,880 New
TFS
56
Thoroughbred Financial Services
Tennessee
$328K 16,897 +16,897 New
SWP
57
Stratos Wealth Partners
Ohio
$309K 15,910 +15,910 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$300K 15,455 +2,482 +19%
JIR
59
James Investment Research
Ohio
$298K 15,350 +1,000 +7%
AWS
60
Atria Wealth Solutions
New York
$283K 14,579 +14,579 New
WT
61
Washington Trust
Rhode Island
$239K 12,300 +12,300 New
WC
62
Waterloo Capital
Texas
$228K 11,724 +11,724 New
BWM
63
BCS Wealth Management
Tennessee
$217K 11,167 – –
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$213K 10,984 -3,036 -22%
ABC
65
Associated Banc-Corp
Wisconsin
$204K 10,485 +10,485 New
Comerica Bank
66
Comerica Bank
Texas
$189K 9,741 +6,601 +210%
AWM
67
AllSquare Wealth Management
New York
$135K 6,977 +6,977 New
CB
68
Community Bank
New York
$134K 6,913 -19,092 -73%
FCA
69
FinTrust Capital Advisors
South Carolina
$108K 5,574 +1,100 +25%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$68K 3,500 +3,500 New
CAL
71
Capital Analysts LLC
Pennsylvania
$46K 2,354 – –
BWL
72
Bogart Wealth LLC
Virginia
$41.3K 2,128 -85 -4%
TCM
73
TD Capital Management
Tennessee
$41.1K 2,114 +13 +0.6%
CFGS
74
Concourse Financial Group Securities
Alabama
$27.4K 1,413 -24,208 -94%
AF
75
Allworth Financial
California
$20.5K 1,053 – –
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