IBTL icon

iShares iBonds Dec 2031 Term Treasury ETF

76 hedge funds and large institutions have $193M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
38
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFB
51
STAR Financial Bank
Indiana
$229K 11,557
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$228K 11,498 +11,498 New
SWP
53
Stratos Wealth Partners
Ohio
$219K 11,062 +133 +1%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$208K 10,498 +122 +1%
TC
55
Trust Company
Kansas
$166K 8,372 +1,548 +23%
KIM
56
Kestra Investment Management
Texas
$153K 7,723 +7,723 New
WT
57
Washington Trust
Rhode Island
$149K 7,500
PWA
58
Physician Wealth Advisors
Utah
$99.4K 5,020 +5,020 New
CTWM
59
Cherry Tree Wealth Management
Minnesota
$65.8K 3,323 +15 +0.5%
S
60
SignatureFD
Georgia
$54.1K 2,734 +2,734 New
Comerica Bank
61
Comerica Bank
Texas
$50.3K 2,541
SWC
62
Spectrum Wealth Counsel
Indiana
$48.6K 2,454
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$47K 2,375 +17 +0.7%
CAL
64
Capital Analysts LLC
Pennsylvania
$45K 2,264
BWL
65
Bogart Wealth LLC
Virginia
$43.7K 2,208 +2,208 New
PA
66
Parallel Advisors
California
$35.2K 1,777 -1,174 -40%
PTC
67
Private Trust Company
Ohio
$25.3K 1,280
CBT
68
Crews Bank & Trust
Florida
$22.8K 1,150 +1,150 New
AF
69
Allworth Financial
California
$20.1K 1,017
VWM
70
Venturi Wealth Management
Texas
$16.3K 825 +825 New
PFBT
71
Parkside Financial Bank & Trust
Missouri
$14.9K 751
FFA
72
Farther Finance Advisors
California
$12.5K 629 +51 +9%
ADL
73
Asset Dedication LLC
California
$7.01K 354
GSWM
74
Golden State Wealth Management
California
$6.81K 343 +343 New
LCM
75
Logan Capital Management
Pennsylvania
$6.01K 304