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iShares iBonds Dec 2030 Term Treasury ETF

88 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

231% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 13

11% more funds holding

Funds holding: 7988 (+9)

7% more capital invested

Capital invested by funds: $179M → $192M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.03% less ownership

Funds ownership: 82.92%79.89% (-3%)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
43
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Arlington Capital Management
Illinois
$469K -$16.4K -860 -3%
SHA
52
Seneca House Advisors
Virginia
$465K -$281K -14,702 -38%
Financial Engines Advisors
53
Financial Engines Advisors
California
$423K -$54.3K -2,842 -11%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$422K +$95.1K +4,974 +29%
Cerity Partners
55
Cerity Partners
New York
$417K
MFG
56
Mendota Financial Group
Wisconsin
$407K +$4.04K +211 +1%
EH
57
Equitable Holdings
New York
$345K
NA
58
Nottingham Advisors
New York
$331K -$386K -20,164 -54%
AWS
59
Atria Wealth Solutions
New York
$307K +$25.6K +1,339 +9%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$305K +$7.46K +390 +3%
WC
61
Waterloo Capital
Texas
$296K +$69.4K +3,627 +31%
JIR
62
James Investment Research
Ohio
$277K -$19.1K -1,000 -7%
JFG
63
JDM Financial Group
Texas
$276K +$274K +14,312 New
WT
64
Washington Trust
Rhode Island
$263K +$25.3K +1,325 +11%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$257K +$255K +13,338 New
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$250K +$37.8K +1,977 +18%
GPA
67
Guidance Point Advisors
Massachusetts
$231K +$229K +11,977 New
BWM
68
BCS Wealth Management
Tennessee
$215K
Comerica Bank
69
Comerica Bank
Texas
$202K +$14K +733 +8%
AWM
70
AllSquare Wealth Management
New York
$134K
CB
71
Community Bank
New York
$133K
FCA
72
FinTrust Capital Advisors
South Carolina
$107K
SWC
73
Spectrum Wealth Counsel
Indiana
$49K +$48.6K +2,542 New
CAL
74
Capital Analysts LLC
Pennsylvania
$45K
TCM
75
TD Capital Management
Tennessee
$41.2K +$402 +21 +1%