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iShares iBonds Dec 2030 Term Treasury ETF

40 hedge funds and large institutions have $112M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
40
Holders Change
+8
Holders Change %
+25%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$36.6M 1,936,577 +1,662,042 +605%
CIM
2
Confluence Investment Management
Missouri
$15.9M 842,910 -9,893 -1%
AP
3
Atwood & Palmer
Missouri
$15.1M 797,125 +797,125 New
NA
4
Nottingham Advisors
New York
$11.9M 837,822 +39,262 +5%
KF
5
Krilogy Financial
Missouri
$5.05M 267,413 -1,945 -0.7%
SHA
6
Seneca House Advisors
Virginia
$3.48M 184,103 +9,582 +5%
Bank of America
7
Bank of America
North Carolina
$3.43M 181,311 +51,369 +40%
CA
8
Cetera Advisors
Colorado
$2.57M 135,752 +7,860 +6%
UBS Group
9
UBS Group
Switzerland
$2.2M 116,596 -413 -0.4%
CCB
10
Country Club Bank
Missouri
$2.02M 107,123 -87,697 -45%
LPL Financial
11
LPL Financial
California
$1.89M 100,050 +2,690 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.21M 64,284 -18,258 -22%
DADC
13
D.A. Davidson & Co
Montana
$1.18M 62,550 +9,219 +17%
NA
14
NewEdge Advisors
Louisiana
$1.04M 55,109 -5,803 -10%
SWM
15
Stockman Wealth Management
Montana
$1.03M 54,484 +32,922 +153%
Stifel Financial
16
Stifel Financial
Missouri
$923K 48,820 +4,386 +10%
APW
17
Atlantic Private Wealth
North Carolina
$907K 47,991 +25,969 +118%
PAS
18
Park Avenue Securities
New York
$717K 37,930 +3,046 +9%
KAS
19
Kestra Advisory Services
Texas
$682K 36,103 +36,103 New
Goldman Sachs
20
Goldman Sachs
New York
$596K 31,553 +31,553 New
SCA
21
Snowden Capital Advisors
New York
$534K 28,254 +28,254 New
CB
22
Community Bank
New York
$528K 27,945 +1,420 +5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$506K 26,784 +26,784 New
CFGS
24
Concourse Financial Group Securities
Alabama
$490K 25,933 -25,045 -49%
Osaic Holdings
25
Osaic Holdings
Arizona
$457K 24,169 +13,000 +116%