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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 %
HighTower Advisors
26
HighTower Advisors
Illinois
$2.88M 145,363 +2,560 +2%
UCFA
27
United Capital Financial Advisors
Texas
$2.81M 141,633 +70,373 +99%
PA
28
Parallel Advisors
California
$2.77M 139,395 +14,960 +12%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.67M 134,320 +725 +0.5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.65M 133,536 +1,333 +1%
IA
31
IFP Advisors
Florida
$2.49M 125,270 -4,016 -3%
HCM
32
Howland Capital Management
Massachusetts
$2.48M 125,243 +543 +0.4%
TFS
33
Thoroughbred Financial Services
Tennessee
$2.4M 121,018 -11,375 -9%
Ameriprise
34
Ameriprise
Minnesota
$2.31M 116,555 +4,973 +4%
Morgan Stanley
35
Morgan Stanley
New York
$2.27M 114,256 +63,083 +123%
SFB
36
STAR Financial Bank
Indiana
$2.12M 106,985 +10,536 +11%
CCB
37
Country Club Bank
Missouri
$2M 101,284 -6,344 -6%
BFO
38
Boston Family Office
Massachusetts
$1.98M 99,546 +19,563 +24%
AP
39
Atwood & Palmer
Missouri
$1.97M 99,110 -1,029,781 -91%
CCG
40
Chatham Capital Group
Georgia
$1.89M 95,395 +14,760 +18%
MBTD
41
Mechanics Bank - Trust Department
California
$1.87M 94,500 +4,750 +5%
Jane Street
42
Jane Street
New York
$1.71M 86,295 +57,544 +200%
PAG
43
Private Advisor Group
New Jersey
$1.67M 84,418 -1,377 -2%
SAM
44
Smartleaf Asset Management
Massachusetts
$1.67M 84,418 -1,377 -2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.66M 83,733 +8,694 +12%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.63M 82,180 +43,369 +112%
PAS
47
Park Avenue Securities
New York
$1.63M 82,109 +82,109 New
E3F
48
Eight 31 Financial
Texas
$1.62M 81,485 -27,623 -25%
FA
49
FF Advisors
California
$1.61M 81,087 +3,207 +4%
KTM
50
Keeler Thomas Management
Utah
$1.59M 79,894 +17,535 +28%
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