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iShares iBonds Dec 2030 Term Treasury ETF

66 hedge funds and large institutions have $157M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 2

65% more funds holding

Funds holding: 4066 (+26)

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

39% more capital invested

Capital invested by funds: $112M → $157M (+$44.3M)

21.87% less ownership

Funds ownership: 106.08%84.21% (-22%)

Holders
66
Holders Change
+26
Holders Change %
+65%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
28
Increased
20
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$38.1M -$97K -5,092 -0.3%
AP
2
Atwood & Palmer
Missouri
$16.5M +$785K +41,200 +5%
NA
3
Nottingham Advisors
New York
$11.9M -$1.13M -59,156 -7%
Bank of America
4
Bank of America
North Carolina
$10M +$6.21M +325,633 +180%
WIM
5
Waycross Investment Management
Washington
$9.92M +$9.59M +502,994 New
CIM
6
Confluence Investment Management
Missouri
$8.11M -$8.23M -431,779 -51%
TWM
7
TMD Wealth Management
Arizona
$5.93M +$5.74M +300,940 New
KF
8
Krilogy Financial
Missouri
$5.9M +$608K +31,890 +12%
Morgan Stanley
9
Morgan Stanley
New York
$4.23M +$4.04M +211,779 +8,448%
SHA
10
Seneca House Advisors
Virginia
$3.47M -$153K -8,034 -4%
Ameriprise
11
Ameriprise
Minnesota
$2.58M +$1.88M +98,559 New
CA
12
Cetera Advisors
Colorado
$2.48M -$194K -10,179 -7%
UBS Group
13
UBS Group
Switzerland
$2.48M +$170K +8,941 +8%
LPL Financial
14
LPL Financial
California
$2.36M +$371K +19,485 +19%
AWP
15
Accretive Wealth Partners
New Jersey
$2.17M +$2.1M +110,262 New
CCB
16
Country Club Bank
Missouri
$2.1M -$8.69K -456 -0.4%
PA
17
Probity Advisors
Texas
$2.09M +$2.02M +106,098 New
SWM
18
Stockman Wealth Management
Montana
$1.64M +$542K +28,436 +52%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.36M +$1.31M +68,881 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.31M +$1.27M +66,588 +70,093%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.23M -$31.7K -1,665 -3%
FTUS
22
Flow Traders U.S.
New York
$1.18M +$1.14M +59,967 New
Jane Street
23
Jane Street
New York
$1.17M +$794K +41,685 +234%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.16M +$846K +44,381 +303%
NA
25
NewEdge Advisors
Louisiana
$1.14M +$51.3K +2,690 +5%