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iShares iBonds Dec 2030 Term Treasury ETF

172 hedge funds and large institutions have $700M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 94 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

224% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 29

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

25% more capital invested

Capital invested by funds: $559M → $700M (+$141M)

8% more funds holding

Funds holding: 159172 (+13)

2.83% more ownership

Funds ownership: 80.99%83.82% (+2.8%)

Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
2.12%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
24
Increased
94
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$73.6M +$11.4M +576,927 +18%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$52.3M +$16.7M +843,053 +47%
Bank of America
3
Bank of America
North Carolina
$36.2M +$2.46M +124,090 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.9M +$24.8M +1,247,848 +8,222%
UCFA
5
United Capital Financial Advisors
Texas
$24.4M +$6.19M +312,078 +34%
TAM
6
Titleist Asset Management
Texas
$24.3M +$1.42M +71,573 +6%
DADC
7
D.A. Davidson & Co
Montana
$18.2M +$849K +42,814 +5%
JAG
8
Journey Advisory Group
Kentucky
$16.8M +$672K +33,902 +4%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$16.5M +$989K +49,874 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$16M +$1.59M +80,039 +11%
BlackRock
11
BlackRock
New York
$15.1M +$8.78M +442,830 +138%
MML Investors Services
12
MML Investors Services
Massachusetts
$14M -$810K -40,852 -5%
HPC
13
HM Payson & Co
Maine
$13.9M +$8.44M +425,651 +154%
UBS Group
14
UBS Group
Switzerland
$13.7M +$2.1M +105,985 +18%
DP
15
Denver PWM
Colorado
$13.6M +$13.8M +694,518 New
Ameriprise
16
Ameriprise
Minnesota
$13.6M +$8.39M +422,912 +160%
MA
17
MKT Advisors
California
$13.2M +$390K +19,667 +3%
WMS
18
Wealth Management Strategies
Pennsylvania
$13.1M +$464K +23,385 +4%
Morgan Stanley
19
Morgan Stanley
New York
$11.8M +$5.83M +294,019 +97%
PA
20
Probity Advisors
Texas
$10.8M +$1.23M +61,826 +13%
LPT
21
Legacy Private Trust
Wisconsin
$10.8M -$740K -37,325 -6%
B
22
Bailard
California
$10.6M +$6.78M +341,756 +173%
WIM
23
Waycross Investment Management
Washington
$10.3M +$268K +13,526 +3%
SWM
24
Shelton Wealth Management
Texas
$10.2M +$1.49M +75,372 +17%
E3F
25
Eight 31 Financial
Texas
$9.92M -$157K -7,921 -2%