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iShares iBonds Dec 2030 Term Treasury ETF
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Overview Fund Activity

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
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$48M
2
Bank of America
2
Bank of America
North Carolina
$20.1M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.34M
4
PA
4
Probity Advisors
Texas
$7.49M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.45M

Top Sellers

1
NS
1
NBC Securities
Alabama
$838
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$0
3
UBS Group
3
UBS Group
Switzerland
$5.29M
4
SHA
4
Seneca House Advisors
Virginia
$0
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
76
Reliant Wealth Planning
Kentucky
$233K 12,160 +12,160 New
WC
77
Waterloo Capital
Texas
$228K 11,900 -3,329 -22%
TC
78
TFR Capital
Texas
$226K 11,761 +11,761 New
WT
79
Washington Trust
Rhode Island
$223K 11,625 – –
S
80
SignatureFD
Georgia
$220K 11,481 +11,481 New
BWM
81
BCS Wealth Management
Tennessee
$214K 11,167 – –
Comerica Bank
82
Comerica Bank
Texas
$209K 10,884 -16 -0.1%
CCM
83
Coldstream Capital Management
Washington
$196K 10,187 +10,187 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$174K 9,085 +11 +0.1%
KIM
85
Kestra Investment Management
Texas
$153K 7,956 +7,956 New
PWA
86
Physician Wealth Advisors
Utah
$100K 5,210 +5,210 New
CB
87
Community Bank
New York
$90.2K 4,700 – –
BWL
88
Bogart Wealth LLC
Virginia
$68.3K 3,560 +1,432 +67%
SWC
89
Spectrum Wealth Counsel
Indiana
$48.8K 2,542 – –
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$46.9K 2,445 +2,445 New
CTWM
91
Cherry Tree Wealth Management
Minnesota
$46.7K 2,431 +15 +0.6%
CAL
92
Capital Analysts LLC
Pennsylvania
$45K 2,354 – –
TCM
93
TD Capital Management
Tennessee
$41.9K 2,184 +28 +1%
BOJHT
94
Bank of Jackson Hole Trust
Wyoming
$41.5K 2,162 +2,162 New
HIW
95
Holos Integrated Wealth
Pennsylvania
$39.9K 2,078 +2,078 New
PA
96
Parallel Advisors
California
$35.4K 1,844 -1,222 -40%
CFGS
97
Concourse Financial Group Securities
Alabama
$31.2K 1,623 – –
HI
98
Harbour Investments
Wisconsin
$24.5K 1,279 +1,279 New
EW
99
Element Wealth
Mississippi
$24K 1,250 – –
CBT
100
Crews Bank & Trust
Florida
$23K 1,200 +1,200 New
1 2 3
4
5