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iShares iBonds Dec 2030 Term Treasury ETF
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Overview Fund Activity

130 hedge funds and large institutions have $364M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
74
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Titleist Asset Management
Texas
$20.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M
4
DADC
4
D.A. Davidson & Co
Montana
$14.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.6M

Top Sellers

1
AP
1
Atwood & Palmer
Missouri
$1.97M
2
Raymond James Financial
2
Raymond James Financial
Florida
$7.98M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
APW
4
Atlantic Private Wealth
North Carolina
$786K
5
LPL Financial
5
LPL Financial
California
$4.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$53.4M 2,689,736 +65,719 +3%
Bank of America
2
Bank of America
North Carolina
$27.4M 1,379,043 +187,004 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M 1,152,213 +525,182 +84%
TAM
4
Titleist Asset Management
Texas
$20.4M 1,029,829 +599,331 +139%
DADC
5
D.A. Davidson & Co
Montana
$14.8M 745,879 +443,397 +147%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$12.7M 639,493 +574,655 +886%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.6M 583,163 +257,961 +79%
WIM
8
Waycross Investment Management
Washington
$10.8M 543,723 +976 +0.2%
LPT
9
Legacy Private Trust
Wisconsin
$10.2M 514,453 +2,490 +0.5%
PA
10
Probity Advisors
Texas
$8.64M 435,300 +19,042 +5%
SCA
11
Snowden Capital Advisors
New York
$8.48M 427,386 -1,069 -0.2%
TC
12
Trust Company
Kansas
$8.12M 409,469 -853 -0.2%
Raymond James Financial
13
Raymond James Financial
Florida
$7.98M 402,086 -95,530 -19%
CIM
14
Confluence Investment Management
Missouri
$7.81M 393,507 -1,957 -0.5%
SWM
15
Shelton Wealth Management
Texas
$7.65M 385,684 +17,957 +5%
KF
16
Krilogy Financial
Missouri
$7.39M 372,535 -307 -0.1%
UBS Group
17
UBS Group
Switzerland
$5.57M 280,525 +532 +0.2%
CTC
18
Central Trust Company
Missouri
$5.06M 255,197 +20,923 +9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.03M 253,494 +10,940 +5%
BlackRock
20
BlackRock
New York
$4.25M 214,153 +214,153 New
SWM
21
Stockman Wealth Management
Montana
$4.14M 208,753 +13,399 +7%
LPL Financial
22
LPL Financial
California
$4.04M 203,772 -41,236 -17%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.64M 185,263 +10,399 +6%
JAG
24
Journey Advisory Group
Kentucky
$3.28M 165,083 +107,487 +187%
AWP
25
Accretive Wealth Partners
New Jersey
$3.24M 163,473 +7,500 +5%
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