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iShares iBonds Dec 2031 Term Treasury ETF

49 hedge funds and large institutions have $136M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
25
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$33.7M 1,673,490 +100,828 +6%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8M 1,577,605 +97,613 +7%
KF
3
Krilogy Financial
Missouri
$10.8M 533,923 +17,493 +3%
Morgan Stanley
4
Morgan Stanley
New York
$6.81M 337,607 -189,311 -36%
EH
5
Equitable Holdings
New York
$6.67M 330,766 +64,959 +24%
SCA
6
Snowden Capital Advisors
New York
$6.07M 301,109 +15,488 +5%
UBS Group
7
UBS Group
Switzerland
$5M 248,178 +130,170 +110%
Bank of America
8
Bank of America
North Carolina
$3.95M 195,771 +15,472 +9%
FA
9
Fagan Associates
New York
$3.22M 159,475 +159,475 New
LPL Financial
10
LPL Financial
California
$2.71M 134,524 +5,804 +5%
AWP
11
Accretive Wealth Partners
New Jersey
$2.26M 114,298 +7,617 +7%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.11M 104,771 +35,695 +52%
CCB
13
Country Club Bank
Missouri
$2.01M 99,779 -2,137 -2%
NA
14
NewEdge Advisors
Louisiana
$1.96M 97,290 +3,742 +4%
PA
15
Probity Advisors
Texas
$1.73M 85,603 +42,079 +97%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.58M 78,518 -2,615 -3%
Stifel Financial
17
Stifel Financial
Missouri
$1.43M 70,987 -717 -1%
FTUS
18
Flow Traders U.S.
New York
$1.39M 68,893 +9,213 +15%
Jane Street
19
Jane Street
New York
$1.37M 68,125 +25,474 +60%
YWM
20
Yoder Wealth Management
California
$1.21M 59,990 +59,990 New
KAS
21
Kestra Advisory Services
Texas
$1.04M 51,832 +15,955 +44%
APW
22
Atlantic Private Wealth
North Carolina
$866K 42,941 -331 -0.8%
Goldman Sachs
23
Goldman Sachs
New York
$676K 33,550
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$674K 33,431 +2,863 +9%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$528K 26,202 +7,649 +41%