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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.

Holders
66
Holders Change
+26
Holders Change %
+65%
% of All Funds
0.97%
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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$38.1M 1,931,485 -5,092 -0.3%
AP
2
Atwood & Palmer
Missouri
$16.5M 838,325 +41,200 +5%
NA
3
Nottingham Advisors
New York
$11.9M 778,666 -59,156 -7%
Bank of America
4
Bank of America
North Carolina
$10M 506,944 +325,633 +180%
WIM
5
Waycross Investment Management
Washington
$9.92M 502,994 +502,994 New
CIM
6
Confluence Investment Management
Missouri
$8.11M 411,131 -431,779 -51%
TWM
7
TMD Wealth Management
Arizona
$5.93M 300,940 +300,940 New
KF
8
Krilogy Financial
Missouri
$5.9M 299,303 +31,890 +12%
Morgan Stanley
9
Morgan Stanley
New York
$4.23M 214,286 +211,779 +8,448%
SHA
10
Seneca House Advisors
Virginia
$3.47M 176,069 -8,034 -4%
Ameriprise
11
Ameriprise
Minnesota
$2.58M 98,559 +98,559 New
CA
12
Cetera Advisors
Colorado
$2.48M 125,573 -10,179 -7%
UBS Group
13
UBS Group
Switzerland
$2.48M 125,537 +8,941 +8%
LPL Financial
14
LPL Financial
California
$2.36M 119,535 +19,485 +19%
AWP
15
Accretive Wealth Partners
New Jersey
$2.17M 110,262 +110,262 New
CCB
16
Country Club Bank
Missouri
$2.1M 106,667 -456 -0.4%
PA
17
Probity Advisors
Texas
$2.09M 106,098 +106,098 New
SWM
18
Stockman Wealth Management
Montana
$1.64M 82,920 +28,436 +52%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.36M 68,881 +68,881 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.32M 66,683 +66,588 +70,093%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.23M 62,619 -1,665 -3%
FTUS
22
Flow Traders U.S.
New York
$1.18M 59,967 +59,967 New
Jane Street
23
Jane Street
New York
$1.17M 59,496 +41,685 +234%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.16M 59,015 +44,381 +303%
NA
25
NewEdge Advisors
Louisiana
$1.14M 57,799 +2,690 +5%