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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.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

286% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 14

20% more funds holding

Funds holding: 95114 (+19)

13% more capital invested

Capital invested by funds: $218M → $246M (+$27.6M)

3.85% more ownership

Funds ownership: 77.37%81.22% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
114
Holders Change
+19
Holders Change %
+20%
% of All Funds
1.5%
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
Change in
Stake
RWP
76
Reliant Wealth Planning
Kentucky
$233K +$237K +12,160 New
WC
77
Waterloo Capital
Texas
$228K -$64.8K -3,329 -22%
TC
78
TFR Capital
Texas
$226K +$229K +11,761 New
WT
79
Washington Trust
Rhode Island
$223K
S
80
SignatureFD
Georgia
$220K +$223K +11,481 New
BWM
81
BCS Wealth Management
Tennessee
$214K
Comerica Bank
82
Comerica Bank
Texas
$209K -$311 -16 -0.1%
CCM
83
Coldstream Capital Management
Washington
$196K +$198K +10,187 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$174K +$214 +11 +0.1%
KIM
85
Kestra Investment Management
Texas
$153K +$155K +7,956 New
PWA
86
Physician Wealth Advisors
Utah
$100K +$101K +5,210 New
CB
87
Community Bank
New York
$90.2K
BWL
88
Bogart Wealth LLC
Virginia
$68.3K +$27.9K +1,432 +67%
SWC
89
Spectrum Wealth Counsel
Indiana
$48.8K
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$46.9K +$47.6K +2,445 New
CTWM
91
Cherry Tree Wealth Management
Minnesota
$46.7K +$292 +15 +0.6%
CAL
92
Capital Analysts LLC
Pennsylvania
$45K
TCM
93
TD Capital Management
Tennessee
$41.9K +$545 +28 +1%
BOJHT
94
Bank of Jackson Hole Trust
Wyoming
$41.5K +$42.1K +2,162 New
HIW
95
Holos Integrated Wealth
Pennsylvania
$39.9K +$40.4K +2,078 New
PA
96
Parallel Advisors
California
$35.4K -$23.8K -1,222 -40%
CFGS
97
Concourse Financial Group Securities
Alabama
$31.2K
HI
98
Harbour Investments
Wisconsin
$24.5K +$24.9K +1,279 New
EW
99
Element Wealth
Mississippi
$24K
CBT
100
Crews Bank & Trust
Florida
$23K +$23.4K +1,200 New