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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 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.74%
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
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Titleist Asset Management
Texas
+$11.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$11.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M
4
DADC
D.A. Davidson & Co
Montana
+$8.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.12M

Top Sellers

1
AP
Atwood & Palmer
Missouri
-$20.4M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.9M
3
Goldman Sachs
Goldman Sachs
New York
-$1.81M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.74M
5
APW
Atlantic Private Wealth
North Carolina
-$923K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$2.88M +$50.8K +2,560 +2%
UCFA
27
United Capital Financial Advisors
Texas
$2.81M +$1.4M +70,373 +99%
PA
28
Parallel Advisors
California
$2.77M +$297K +14,960 +12%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$2.67M +$14.4K +725 +0.5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.65M +$26.4K +1,333 +1%
IA
31
IFP Advisors
Florida
$2.49M -$79.7K -4,016 -3%
HCM
32
Howland Capital Management
Massachusetts
$2.48M +$10.8K +543 +0.4%
TFS
33
Thoroughbred Financial Services
Tennessee
$2.4M -$226K -11,375 -9%
Ameriprise
34
Ameriprise
Minnesota
$2.31M +$98.7K +4,973 +4%
Morgan Stanley
35
Morgan Stanley
New York
$2.27M +$1.25M +63,083 +123%
SFB
36
STAR Financial Bank
Indiana
$2.12M +$209K +10,536 +11%
CCB
37
Country Club Bank
Missouri
$2M -$126K -6,344 -6%
BFO
38
Boston Family Office
Massachusetts
$1.98M +$388K +19,563 +24%
AP
39
Atwood & Palmer
Missouri
$1.97M -$20.4M -1,029,781 -91%
CCG
40
Chatham Capital Group
Georgia
$1.89M +$293K +14,760 +18%
MBTD
41
Mechanics Bank - Trust Department
California
$1.87M +$94.2K +4,750 +5%
Jane Street
42
Jane Street
New York
$1.71M +$1.14M +57,544 +200%
PAG
43
Private Advisor Group
New Jersey
$1.67M -$27.3K -1,377 -2%
SAM
44
Smartleaf Asset Management
Massachusetts
$1.67M -$27.3K -1,377 -2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.66M +$172K +8,694 +12%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.63M +$860K +43,369 +112%
PAS
47
Park Avenue Securities
New York
$1.63M +$1.63M +82,109 New
E3F
48
Eight 31 Financial
Texas
$1.62M -$548K -27,623 -25%
FA
49
FF Advisors
California
$1.61M +$63.6K +3,207 +4%
KTM
50
Keeler Thomas Management
Utah
$1.59M +$348K +17,535 +28%
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