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iShares iBonds Dec 2030 Term Treasury ETF

32 hedge funds and large institutions have $69.7M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$16.8M 852,803 -3,963 -0.5%
NA
2
Nottingham Advisors
New York
$15.7M 798,560 +179,112 +29%
Wells Fargo
3
Wells Fargo
California
$5.39M 274,535 +36,072 +15%
KF
4
Krilogy Financial
Missouri
$5.29M 269,358 -6,995 -3%
CCB
5
Country Club Bank
Missouri
$3.82M 194,820 +71,713 +58%
SHA
6
Seneca House Advisors
Virginia
$3.43M 174,521 +4,850 +3%
Bank of America
7
Bank of America
North Carolina
$2.55M 129,942 +1,201 +0.9%
CA
8
Cetera Advisors
Colorado
$2.51M 127,892 +116,400 +1,013%
UBS Group
9
UBS Group
Switzerland
$2.3M 117,009 +11,087 +10%
LPL Financial
10
LPL Financial
California
$1.91M 97,360 +21,480 +28%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.62M 82,542 +30,289 +58%
NA
12
NewEdge Advisors
Louisiana
$1.2M 60,912 +1,174 +2%
DADC
13
D.A. Davidson & Co
Montana
$1.05M 53,331 +584 +1%
CFGS
14
Concourse Financial Group Securities
Alabama
$1M 50,978 +11,745 +30%
Stifel Financial
15
Stifel Financial
Missouri
$873K 44,434 -4,519 -9%
PAS
16
Park Avenue Securities
New York
$685K 34,884 +17,229 +98%
Citadel Advisors
17
Citadel Advisors
Florida
$566K 28,800 +28,800 New
CB
18
Community Bank
New York
$521K 26,525 +9,590 +57%
FTUS
19
Flow Traders U.S.
New York
$466K 23,727 -174,045 -88%
APW
20
Atlantic Private Wealth
North Carolina
$433K 22,022 +9,255 +72%
SWM
21
Stockman Wealth Management
Montana
$424K 21,562 +21,562 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$394K 20,061 +19,966 +21,017%
IWC
23
Integrated Wealth Concepts
Massachusetts
$268K 13,635 +13,635 New
Osaic Holdings
24
Osaic Holdings
Arizona
$219K 11,169 +952 +9%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$114K 5,777 +4,500 +352%