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iShares iBonds Dec 2030 Term Treasury ETF

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.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

20% more funds holding

Funds holding: 6679 (+13)

14% more capital invested

Capital invested by funds: $157M → $179M (+$22.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.29% less ownership

Funds ownership: 84.21%82.92% (-1.3%)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.14%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$420K +$420K +21,611 New
LNC
52
Lincoln National Corp
Pennsylvania
$416K +$417K +21,445 New
MFG
53
Mendota Financial Group
Wisconsin
$406K +$145K +7,431 +55%
EH
54
Equitable Holdings
New York
$347K +$13.1K +675 +4%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$328K +$328K +16,880 New
TFS
56
Thoroughbred Financial Services
Tennessee
$328K +$329K +16,897 New
SWP
57
Stratos Wealth Partners
Ohio
$309K +$310K +15,910 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$300K +$48.3K +2,482 +19%
JIR
59
James Investment Research
Ohio
$298K +$19.5K +1,000 +7%
AWS
60
Atria Wealth Solutions
New York
$283K +$284K +14,579 New
WT
61
Washington Trust
Rhode Island
$239K +$239K +12,300 New
WC
62
Waterloo Capital
Texas
$228K +$228K +11,724 New
BWM
63
BCS Wealth Management
Tennessee
$217K
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$213K -$59.1K -3,036 -22%
ABC
65
Associated Banc-Corp
Wisconsin
$204K +$204K +10,485 New
Comerica Bank
66
Comerica Bank
Texas
$189K +$128K +6,601 +210%
AWM
67
AllSquare Wealth Management
New York
$135K +$136K +6,977 New
CB
68
Community Bank
New York
$134K -$371K -19,092 -73%
FCA
69
FinTrust Capital Advisors
South Carolina
$108K +$21.4K +1,100 +25%
JP Morgan Chase
70
JP Morgan Chase
New York
$68K +$68.1K +3,500 New
CAL
71
Capital Analysts LLC
Pennsylvania
$46K
BWL
72
Bogart Wealth LLC
Virginia
$41.3K -$1.65K -85 -4%
TCM
73
TD Capital Management
Tennessee
$41.1K +$253 +13 +0.6%
CFGS
74
Concourse Financial Group Securities
Alabama
$27.4K -$471K -24,208 -94%
AF
75
Allworth Financial
California
$20.4K