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iShares iBonds Dec 2030 Term Treasury ETF
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Overview Fund Activity

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.

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.37%
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
–

Top Buyers

1
TC
1
Trust Company
Kansas
$5.41M
2
DADC
2
D.A. Davidson & Co
Montana
$4.85M
3
Wells Fargo
3
Wells Fargo
California
$39.9M
4
AP
4
Atwood & Palmer
Missouri
$20.4M
5
IA
5
IFP Advisors
Florida
$2.43M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$273K
2
RJA
2
Raymond James & Associates
Florida
$7.43M
3
ACM
3
Arlington Capital Management
Illinois
$0
4
NA
4
Nottingham Advisors
New York
$0
5
CIM
5
Confluence Investment Management
Missouri
$7.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$39.9M 1,989,167 +80,819 +4%
AP
2
Atwood & Palmer
Missouri
$20.4M 1,019,736 +58,486 +6%
Bank of America
3
Bank of America
North Carolina
$13.3M 665,754 +37,265 +6%
WIM
4
Waycross Investment Management
Washington
$10.9M 541,687 +1,821 +0.3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$10.8M 538,492 +17,525 +3%
CIM
6
Confluence Investment Management
Missouri
$7.89M 393,463 -13,367 -3%
RJA
7
Raymond James & Associates
Florida
$7.43M 370,832 -29,694 -7%
LPT
8
Legacy Private Trust
Wisconsin
$7.42M 370,367 +19,990 +6%
KF
9
Krilogy Financial
Missouri
$6.53M 325,887 +10,504 +3%
PA
10
Probity Advisors
Texas
$6.15M 306,881 +36,908 +14%
UBS Group
11
UBS Group
Switzerland
$5.92M 295,435 +15,527 +6%
TC
12
Trust Company
Kansas
$5.41M 269,679 +269,679 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.09M 253,875 -356 -0.1%
DADC
14
D.A. Davidson & Co
Montana
$4.85M 242,083 +107,923 +80%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$3.98M 198,581 +24,748 +14%
SWM
16
Stockman Wealth Management
Montana
$3.14M 156,539 +26,057 +20%
LPL Financial
17
LPL Financial
California
$3.08M 153,433 -2,604 -2%
CTC
18
Central Trust Company
Missouri
$2.63M 131,337 +7,565 +6%
Ameriprise
19
Ameriprise
Minnesota
$2.53M 126,255 +582 +0.5%
AWP
20
Accretive Wealth Partners
New Jersey
$2.44M 121,784 +2,055 +2%
IA
21
IFP Advisors
Florida
$2.43M 121,461 +52,439 +76%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.37M 118,050 +2,352 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.21M 110,701 +1,025 +0.9%
CCB
24
Country Club Bank
Missouri
$2.14M 106,326 +1,435 +1%
APW
25
Atlantic Private Wealth
North Carolina
$2.11M 105,362 +11,177 +12%
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