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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.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

20% more funds holding

Funds holding: 6679 (+13)

14% more capital invested

Capital invested by funds: $157M → $179M (+$22.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.29% less ownership

Funds ownership: 84.21%82.92% (-1.3%)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.14%
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 Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$37.5M -$4.4K -226 -0%
AP
2
Atwood & Palmer
Missouri
$18.5M +$2.22M +114,350 +14%
Bank of America
3
Bank of America
North Carolina
$11.4M +$1.58M +81,466 +16%
WIM
4
Waycross Investment Management
Washington
$10.4M +$583K +29,962 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.53M +$8.33M +427,922 +683%
CIM
6
Confluence Investment Management
Missouri
$7.94M -$42.3K -2,173 -0.5%
RJA
7
Raymond James & Associates
Florida
$6.81M +$6.82M +350,755 New
KF
8
Krilogy Financial
Missouri
$6.45M +$638K +32,770 +11%
UBS Group
9
UBS Group
Switzerland
$5.18M +$2.75M +141,147 +112%
LPT
10
Legacy Private Trust
Wisconsin
$4.93M +$4.94M +253,981 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.89M +$3.6M +185,088 +278%
PA
12
Probity Advisors
Texas
$3.9M +$1.84M +94,576 +89%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.96M +$2.59M +132,920 +690%
LPL Financial
14
LPL Financial
California
$2.85M +$526K +27,044 +23%
CA
15
Cetera Advisors
Colorado
$2.32M -$120K -6,159 -5%
AWP
16
Accretive Wealth Partners
New Jersey
$2.25M +$155K +7,962 +7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.17M +$2.17M +111,598 New
FTUS
18
Flow Traders U.S.
New York
$2.16M +$993K +51,063 +85%
SWM
19
Stockman Wealth Management
Montana
$2.12M +$514K +26,436 +32%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.05M +$712K +36,584 +53%
CCB
21
Country Club Bank
Missouri
$2.03M -$42.9K -2,204 -2%
Morgan Stanley
22
Morgan Stanley
New York
$1.87M -$2.29M -117,922 -55%
KAS
23
Kestra Advisory Services
Texas
$1.59M +$480K +24,672 +43%
CTC
24
Central Trust Company
Missouri
$1.55M +$1.41M +72,325 +949%
FA
25
FF Advisors
California
$1.43M +$429K +22,063 +43%