IBTK icon

iShares iBonds Dec 2030 Term Treasury ETF

79 hedge funds and large institutions have $179M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
36
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$37.5M 1,931,259 -226 -0%
AP
2
Atwood & Palmer
Missouri
$18.5M 952,675 +114,350 +14%
Bank of America
3
Bank of America
North Carolina
$11.4M 588,410 +81,466 +16%
WIM
4
Waycross Investment Management
Washington
$10.4M 532,956 +29,962 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.53M 490,541 +427,922 +683%
CIM
6
Confluence Investment Management
Missouri
$7.94M 408,958 -2,173 -0.5%
RJA
7
Raymond James & Associates
Florida
$6.81M 350,755 +350,755 New
KF
8
Krilogy Financial
Missouri
$6.45M 332,073 +32,770 +11%
UBS Group
9
UBS Group
Switzerland
$5.18M 266,684 +141,147 +112%
LPT
10
Legacy Private Trust
Wisconsin
$4.93M 253,981 +253,981 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.89M 251,771 +185,088 +278%
PA
12
Probity Advisors
Texas
$3.9M 200,674 +94,576 +89%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.96M 152,193 +132,920 +690%
LPL Financial
14
LPL Financial
California
$2.85M 146,579 +27,044 +23%
CA
15
Cetera Advisors
Colorado
$2.32M 119,414 -6,159 -5%
AWP
16
Accretive Wealth Partners
New Jersey
$2.25M 118,224 +7,962 +7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.17M 111,598 +111,598 New
FTUS
18
Flow Traders U.S.
New York
$2.16M 111,030 +51,063 +85%
SWM
19
Stockman Wealth Management
Montana
$2.12M 109,356 +26,436 +32%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.05M 105,465 +36,584 +53%
CCB
21
Country Club Bank
Missouri
$2.03M 104,463 -2,204 -2%
Morgan Stanley
22
Morgan Stanley
New York
$1.87M 96,364 -117,922 -55%
KAS
23
Kestra Advisory Services
Texas
$1.59M 81,687 +24,672 +43%
CTC
24
Central Trust Company
Missouri
$1.55M 79,946 +72,325 +949%
FA
25
FF Advisors
California
$1.43M 73,640 +22,063 +43%