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iShares iBonds Dec 2030 Term Treasury ETF

114 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
114
Holders Change
+19
Holders Change %
+20%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
54
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$48M 2,503,236 +514,069 +26%
AP
2
Atwood & Palmer
Missouri
$20.7M 1,078,973 +59,237 +6%
Bank of America
3
Bank of America
North Carolina
$20.1M 1,046,593 +380,839 +57%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.6M 553,501 +15,009 +3%
WIM
5
Waycross Investment Management
Washington
$10.5M 546,893 +5,206 +1%
Raymond James Financial
6
Raymond James Financial
Florida
$9.7M 505,551 +505,551 New
LPT
7
Legacy Private Trust
Wisconsin
$8.14M 424,208 +53,841 +15%
CIM
8
Confluence Investment Management
Missouri
$7.67M 399,627 +6,164 +2%
PA
9
Probity Advisors
Texas
$7.49M 390,458 +83,577 +27%
KF
10
Krilogy Financial
Missouri
$6.56M 341,765 +15,878 +5%
UBS Group
11
UBS Group
Switzerland
$5.29M 275,521 -19,914 -7%
TC
12
Trust Company
Kansas
$5.28M 275,105 +5,426 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.24M 273,008 +19,133 +8%
DADC
14
D.A. Davidson & Co
Montana
$5.22M 271,767 +29,684 +12%
LPL Financial
15
LPL Financial
California
$4.17M 217,225 +63,792 +42%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.93M 204,565 +5,984 +3%
SWM
17
Stockman Wealth Management
Montana
$3.41M 177,745 +21,206 +14%
CTC
18
Central Trust Company
Missouri
$2.89M 150,528 +19,191 +15%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.63M 136,936 +26,235 +24%
AWP
20
Accretive Wealth Partners
New Jersey
$2.37M 123,280 +1,496 +1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$2.34M 121,819 +121,819 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.32M 120,607 +2,557 +2%
IA
23
IFP Advisors
Florida
$2.29M 119,375 -2,086 -2%
Ameriprise
24
Ameriprise
Minnesota
$2.26M 117,817 -8,438 -7%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.19M 113,840 +11,524 +11%