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iShares iBonds Dec 2031 Term Treasury ETF

71 hedge funds and large institutions have $170M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
39
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$34.4M 1,653,690 +3,940 +0.2%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.1M 1,635,992 +51,143 +3%
Bank of America
3
Bank of America
North Carolina
$11.6M 558,632 +16,191 +3%
KF
4
Krilogy Financial
Missouri
$10.7M 514,400 +13,039 +3%
Morgan Stanley
5
Morgan Stanley
New York
$7.74M 371,858 +30,228 +9%
SCA
6
Snowden Capital Advisors
New York
$6.71M 322,194 +21,135 +7%
UBS Group
7
UBS Group
Switzerland
$5.79M 277,936 +6,580 +2%
Ameriprise
8
Ameriprise
Minnesota
$5.48M 262,897 +197,294 +301%
FA
9
Fagan Associates
New York
$4.55M 218,518 +20,385 +10%
SCM
10
Spreng Capital Management
Ohio
$4.41M 211,658 +211,658 New
EH
11
Equitable Holdings
New York
$3.52M 169,013 -165,171 -49%
LPL Financial
12
LPL Financial
California
$3.07M 147,534 -3,608 -2%
HighTower Advisors
13
HighTower Advisors
Illinois
$2.6M 125,213 +16,384 +15%
PA
14
Probity Advisors
Texas
$2.54M 122,166 +14,514 +13%
AWP
15
Accretive Wealth Partners
New Jersey
$2.45M 117,717 +1,975 +2%
YWM
16
Yoder Wealth Management
California
$2.22M 106,781 +36,737 +52%
CCB
17
Country Club Bank
Missouri
$2.12M 101,519 +1,353 +1%
NA
18
NewEdge Advisors
Louisiana
$2.01M 96,772 +3,338 +4%
IA
19
IFP Advisors
Florida
$1.82M 87,272 +50,386 +137%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.77M 85,208 -11,809 -12%
Stifel Financial
21
Stifel Financial
Missouri
$1.69M 81,219 +5,035 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$1.58M 75,753 +75,753 New
SWM
23
Stockman Wealth Management
Montana
$1.51M 72,399 +54,618 +307%
BFO
24
Boston Family Office
Massachusetts
$1.45M 69,665 +4,772 +7%
TFS
25
Thoroughbred Financial Services
Tennessee
$1.03M 49,601 +24,582 +98%