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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.

Holders
88
Holders Change
+9
Holders Change %
+11.39%
% of All Funds
1.28%
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 Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$36.8M 1,908,348 -22,911 -1%
AP
2
Atwood & Palmer
Missouri
$18.5M 961,250 +8,575 +0.9%
Bank of America
3
Bank of America
North Carolina
$12.1M 628,489 +40,079 +7%
WIM
4
Waycross Investment Management
Washington
$10.4M 539,866 +6,910 +1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10M 520,967 +30,426 +6%
CIM
6
Confluence Investment Management
Missouri
$7.84M 406,830 -2,128 -0.5%
RJA
7
Raymond James & Associates
Florida
$7.72M 400,526 +49,771 +14%
LPT
8
Legacy Private Trust
Wisconsin
$6.75M 350,377 +96,396 +38%
KF
9
Krilogy Financial
Missouri
$6.08M 315,383 -16,690 -5%
UBS Group
10
UBS Group
Switzerland
$5.4M 279,908 +13,224 +5%
PA
11
Probity Advisors
Texas
$5.2M 269,973 +69,299 +35%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.9M 254,231 +2,460 +1%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.35M 173,833 +21,640 +14%
LPL Financial
14
LPL Financial
California
$3.01M 156,037 +9,458 +6%
DADC
15
D.A. Davidson & Co
Montana
$2.59M 134,160 +74,506 +125%
SWM
16
Stockman Wealth Management
Montana
$2.52M 130,482 +21,126 +19%
Ameriprise
17
Ameriprise
Minnesota
$2.42M 125,673 +125,673 New
CTC
18
Central Trust Company
Missouri
$2.39M 123,772 +43,826 +55%
AWP
19
Accretive Wealth Partners
New Jersey
$2.31M 119,729 +1,505 +1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.23M 115,698 +4,100 +4%
FTUS
21
Flow Traders U.S.
New York
$2.17M 112,403 +1,373 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.11M 109,676 +4,211 +4%
CCB
23
Country Club Bank
Missouri
$2.03M 104,891 +428 +0.4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.82M 94,315 +94,315 New
APW
25
Atlantic Private Wealth
North Carolina
$1.82M 94,185 +42,424 +82%