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iShares iBonds Dec 2030 Term Treasury ETF

95 hedge funds and large institutions have $218M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

212% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 17

14% more capital invested

Capital invested by funds: $192M → $218M (+$26.4M)

8% more funds holding

Funds holding: 8895 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.52% less ownership

Funds ownership: 79.89%77.37% (-2.5%)

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
53
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$39.9M +$1.6M +80,819 +4%
AP
2
Atwood & Palmer
Missouri
$20.4M +$1.16M +58,486 +6%
Bank of America
3
Bank of America
North Carolina
$13.3M +$737K +37,265 +6%
WIM
4
Waycross Investment Management
Washington
$10.9M +$36K +1,821 +0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.8M +$347K +17,525 +3%
CIM
6
Confluence Investment Management
Missouri
$7.89M -$265K -13,367 -3%
RJA
7
Raymond James & Associates
Florida
$7.43M -$588K -29,694 -7%
LPT
8
Legacy Private Trust
Wisconsin
$7.42M +$396K +19,990 +6%
KF
9
Krilogy Financial
Missouri
$6.53M +$208K +10,504 +3%
PA
10
Probity Advisors
Texas
$6.15M +$730K +36,908 +14%
UBS Group
11
UBS Group
Switzerland
$5.92M +$307K +15,527 +6%
TC
12
Trust Company
Kansas
$5.41M +$5.34M +269,679 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.09M -$7.04K -356 -0.1%
DADC
14
D.A. Davidson & Co
Montana
$4.85M +$2.14M +107,923 +80%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.98M +$490K +24,748 +14%
SWM
16
Stockman Wealth Management
Montana
$3.14M +$516K +26,057 +20%
LPL Financial
17
LPL Financial
California
$3.08M -$51.5K -2,604 -2%
CTC
18
Central Trust Company
Missouri
$2.63M +$150K +7,565 +6%
Ameriprise
19
Ameriprise
Minnesota
$2.53M +$11.5K +582 +0.5%
AWP
20
Accretive Wealth Partners
New Jersey
$2.44M +$40.7K +2,055 +2%
IA
21
IFP Advisors
Florida
$2.43M +$1.04M +52,439 +76%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.37M +$46.5K +2,352 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.21M +$20.3K +1,025 +0.9%
CCB
24
Country Club Bank
Missouri
$2.14M +$28.4K +1,435 +1%
APW
25
Atlantic Private Wealth
North Carolina
$2.11M +$221K +11,177 +12%