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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$9.87M +$1.03M +52,013 +12%
NA
27
NewEdge Advisors
Louisiana
$9.86M +$614K +30,944 +7%
TC
28
Trust Company
Kansas
$9.58M +$137K +6,895 +1%
HWA
29
Heartwood Wealth Advisors
Virginia
$9.58M +$9.63M +485,730 New
KF
30
Krilogy Financial
Missouri
$9.12M +$540K +27,215 +6%
SCA
31
Snowden Capital Advisors
New York
$8.86M +$31.4K +1,584 +0.4%
LPL Financial
32
LPL Financial
California
$7.73M +$2.82M +142,280 +57%
CIM
33
Confluence Investment Management
Missouri
$6.97M -$222K -11,206 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$6.28M +$790K +39,825 +14%
SWM
35
Stockman Wealth Management
Montana
$5.25M +$560K +28,225 +12%
R
36
Rebalance
California
$5.19M +$72.9K +3,673 +1%
CTC
37
Central Trust Company
Missouri
$5.04M -$466K -23,495 -8%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$5.04M +$1.17M +58,740 +30%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.95M +$2.17M +109,648 +77%
ADL
40
Asset Dedication LLC
California
$4.53M +$1.37M +69,130 +43%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.31M +$1.4M +70,817 +48%
TFS
42
Thoroughbred Financial Services
Tennessee
$4.04M +$445K +22,419 +12%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$3.72M +$1.44M +72,374 +62%
CCG
44
Chatham Capital Group
Georgia
$3.67M +$477K +24,065 +15%
PA
45
Parallel Advisors
California
$3.59M +$309K +15,559 +9%
HCM
46
Howland Capital Management
Massachusetts
$3.46M +$260K +13,100 +8%
AWP
47
Accretive Wealth Partners
New Jersey
$3.37M -$23K -1,158 -0.7%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.08M -$28.5K -1,435 -0.9%
BFO
49
Boston Family Office
Massachusetts
$2.81M +$537K +27,092 +23%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$2.72M +$508K +25,624 +23%