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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.

Holders
114
Holders Change
+19
Holders Change %
+20%
% of All Funds
1.52%
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
Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$653K +$109K +5,660 +20%
CSP
52
Cary Street Partners
Virginia
$651K +$651K +33,904 New
HCM
53
Howland Capital Management
Massachusetts
$632K +$632K +32,925 New
Stifel Financial
54
Stifel Financial
Missouri
$622K -$3.97K -207 -0.6%
Osaic Holdings
55
Osaic Holdings
Arizona
$591K -$37.1K -1,931 -6%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$565K +$134K +6,960 +31%
Jane Street
57
Jane Street
New York
$564K +$107K +5,595 +24%
CIA
58
Compass Ion Advisors
Pennsylvania
$518K
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$513K +$5.68K +296 +1%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$487K +$487K +25,380 New
Cerity Partners
61
Cerity Partners
New York
$458K +$43.6K +2,273 +11%
AWM
62
AllSquare Wealth Management
New York
$393K +$221K +11,532 +129%
RIS
63
Richmond Investment Services
Wisconsin
$374K +$374K +19,482 New
AC
64
Apella Capital
Connecticut
$355K +$355K +18,477 New
JCM
65
Jacobi Capital Management
Pennsylvania
$347K +$87.5K +4,558 +34%
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$340K +$67.2K +3,501 +25%
EH
67
Equitable Holdings
New York
$339K +$6.2K +323 +2%
MFG
68
Mendota Financial Group
Wisconsin
$333K -$115K -5,985 -26%
ECM
69
Exchange Capital Management
Michigan
$293K +$293K +15,280 New
JIR
70
James Investment Research
Ohio
$275K
DWM
71
DecisionMap Wealth Management
Virginia
$272K +$272K +14,194 New
CA
72
CGN Advisors
Kansas
$259K +$259K +13,489 New
PP
73
Prosperity Planning
Missouri
$256K -$267K
UCFA
74
United Capital Financial Advisors
Texas
$239K +$239K +12,439 New
GPA
75
Guidance Point Advisors
Massachusetts
$237K