We are live on ! Find out more
IBTK icon

iShares iBonds Dec 2030 Term Treasury ETF

88 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

231% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 13

11% more funds holding

Funds holding: 7988 (+9)

7% more capital invested

Capital invested by funds: $179M → $192M (+$13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.03% less ownership

Funds ownership: 82.92%79.89% (-3%)

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
43
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$36.8M -$438K -22,911 -1%
AP
2
Atwood & Palmer
Missouri
$18.5M +$164K +8,575 +0.9%
Bank of America
3
Bank of America
North Carolina
$12.1M +$766K +40,079 +7%
WIM
4
Waycross Investment Management
Washington
$10.4M +$132K +6,910 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10M +$582K +30,426 +6%
CIM
6
Confluence Investment Management
Missouri
$7.84M -$40.7K -2,128 -0.5%
RJA
7
Raymond James & Associates
Florida
$7.72M +$952K +49,771 +14%
LPT
8
Legacy Private Trust
Wisconsin
$6.75M +$1.84M +96,396 +38%
KF
9
Krilogy Financial
Missouri
$6.08M -$319K -16,690 -5%
UBS Group
10
UBS Group
Switzerland
$5.4M +$253K +13,224 +5%
PA
11
Probity Advisors
Texas
$5.2M +$1.33M +69,299 +35%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.9M +$47K +2,460 +1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.35M +$414K +21,640 +14%
LPL Financial
14
LPL Financial
California
$3.01M +$181K +9,458 +6%
DADC
15
D.A. Davidson & Co
Montana
$2.59M +$1.42M +74,506 +125%
SWM
16
Stockman Wealth Management
Montana
$2.52M +$404K +21,126 +19%
Ameriprise
17
Ameriprise
Minnesota
$2.42M +$2.4M +125,673 New
CTC
18
Central Trust Company
Missouri
$2.39M +$838K +43,826 +55%
AWP
19
Accretive Wealth Partners
New Jersey
$2.31M +$28.8K +1,505 +1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.23M +$78.4K +4,100 +4%
FTUS
21
Flow Traders U.S.
New York
$2.17M +$26.3K +1,373 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.11M +$80.5K +4,211 +4%
CCB
23
Country Club Bank
Missouri
$2.03M +$8.19K +428 +0.4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.82M +$1.8M +94,315 New
APW
25
Atlantic Private Wealth
North Carolina
$1.82M +$811K +42,424 +82%