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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
PS
101
Principal Securities
Iowa
$21K +$21.3K +1,095 New
AF
102
Allworth Financial
California
$20.2K
SPIA
103
Steward Partners Investment Advisory
New York
$18K +$18.3K +938 New
FPB
104
First PREMIER Bank
South Dakota
$17K +$5.35K +275 +44%
VWM
105
Venturi Wealth Management
Texas
$16.4K +$16.6K +852 New
MLA
106
MB, Levis & Associates
Pennsylvania
$16K +$195 +10 +1%
FFA
107
Farther Finance Advisors
California
$12.5K -$35.8K -1,840 -74%
PFBT
108
Parkside Financial Bank & Trust
Missouri
$9.96K
BC
109
Barrett & Company
Rhode Island
$7.68K
ADL
110
Asset Dedication LLC
California
$7.03K
CFD
111
Creative Financial Designs
Indiana
$3.76K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.36K
NS
113
NBC Securities
Alabama
$838 -$876K -45,000 -100%
WT
114
Whittier Trust
California
$307 +$311 +16 New
Fidelity Investments
115
Fidelity Investments
Massachusetts
$19 +$19 +1 New
CSPIA
116
Cary Street Partners Investment Advisory
Virginia
-$658K -32,834 Closed
SHA
117
Seneca House Advisors
Virginia
-$336K -16,776 Closed
AWS
118
Atria Wealth Solutions
New York
-$335K -16,689 Closed
JFG
119
JDM Financial Group
Texas
-$266K -13,255 Closed
CWM
120
CarsonAllaria Wealth Management
Illinois
-$11.4K -571 Closed
POIA
121
Pin Oak Investment Advisors
Texas
-$1K -84 Closed
EB
122
Eastern Bank
Massachusetts
-$120 -6 Closed