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iShares iBonds Dec 2030 Term Treasury ETF

95 hedge funds and large institutions have $218M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

212% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 17

14% more capital invested

Capital invested by funds: $192M → $218M (+$26.4M)

8% more funds holding

Funds holding: 8895 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.52% less ownership

Funds ownership: 79.89%77.37% (-2.5%)

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
53
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$530K -$21.4K -1,083 -4%
MCM
52
MV Capital Management
Maryland
$511K +$5.17K +261 +1%
Jane Street
53
Jane Street
New York
$477K -$70.2K -3,545 -13%
MFG
54
Mendota Financial Group
Wisconsin
$468K +$44.6K +2,256 +11%
Financial Engines Advisors
55
Financial Engines Advisors
California
$466K +$25.5K +1,287 +6%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$450K +$131K +6,613 +42%
Cerity Partners
57
Cerity Partners
New York
$433K
EH
58
Equitable Holdings
New York
$348K -$10.5K -532 -3%
SHA
59
Seneca House Advisors
Virginia
$336K -$145K -7,341 -30%
AWS
60
Atria Wealth Solutions
New York
$335K +$15.3K +771 +5%
WC
61
Waterloo Capital
Texas
$305K -$2.41K -122 -0.8%
JIR
62
James Investment Research
Ohio
$288K
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$285K +$24.6K +1,243 +10%
FTUS
64
Flow Traders U.S.
New York
$273K -$1.96M -98,791 -88%
JCM
65
Jacobi Capital Management
Pennsylvania
$271K +$267K +13,512 New
PP
66
Prosperity Planning
Missouri
$267K
JFG
67
JDM Financial Group
Texas
$266K -$20.9K -1,057 -7%
GPA
68
Guidance Point Advisors
Massachusetts
$248K +$7.34K +371 +3%
WT
69
Washington Trust
Rhode Island
$233K -$39.6K -2,000 -15%
BWM
70
BCS Wealth Management
Tennessee
$224K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$221K -$46K -2,323 -17%
Comerica Bank
72
Comerica Bank
Texas
$218K +$8.43K +426 +4%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$182K +$161K +8,113 +844%
AWM
74
AllSquare Wealth Management
New York
$179K +$38.6K +1,950 +28%
FCA
75
FinTrust Capital Advisors
South Carolina
$112K