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iShares iBonds Dec 2030 Term Treasury ETF

146 hedge funds and large institutions have $421M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

332% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $364M → $421M (+$56.1M)

12% more funds holding

Funds holding: 130146 (+16)

3.66% less ownership

Funds ownership: 82.12%78.46% (-3.7%)

Holders
146
Holders Change
+16
Holders Change %
+12.31%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
82
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Stockman Wealth Management
Montana
$4.34M +$186K +9,391 +4%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$4.09M +$406K +20,493 +11%
BlackRock
28
BlackRock
New York
$3.84M -$410K -20,719 -10%
TFS
29
Thoroughbred Financial Services
Tennessee
$3.72M +$1.31M +66,005 +55%
AWP
30
Accretive Wealth Partners
New Jersey
$3.32M +$70.9K +3,582 +2%
HCM
31
Howland Capital Management
Massachusetts
$3.21M +$718K +36,285 +29%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.09M +$197K +9,938 +7%
PA
33
Parallel Advisors
California
$3.02M +$250K +12,623 +9%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.7M +$28.2K +1,425 +1%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.66M +$1.02M +51,513 +63%
Morgan Stanley
36
Morgan Stanley
New York
$2.42M +$151K +7,612 +7%
CCG
37
Chatham Capital Group
Georgia
$2.41M +$514K +25,950 +27%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.39M -$264K -13,329 -10%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$2.08M +$415K +20,994 +25%
BFO
40
Boston Family Office
Massachusetts
$2M +$19.1K +964 +1%
CCB
41
Country Club Bank
Missouri
$1.92M -$95.9K -4,845 -5%
MBTD
42
Mechanics Bank - Trust Department
California
$1.88M -$2.47K -125 -0.1%
Citadel Advisors
43
Citadel Advisors
Florida
$1.81M +$1.2M +60,515 +197%
AP
44
Atwood & Palmer
Missouri
$1.81M -$161K -8,115 -8%
FA
45
FF Advisors
California
$1.78M +$164K +8,292 +10%
PAS
46
Park Avenue Securities
New York
$1.77M +$138K +6,981 +9%
PAG
47
Private Advisor Group
New Jersey
$1.73M +$53.5K +2,705 +3%
SAM
48
Smartleaf Asset Management
Massachusetts
$1.73M +$53.5K +2,705 +3%
KTM
49
Keeler Thomas Management
Utah
$1.63M +$39.5K +1,994 +2%
EW
50
Evexia Wealth
Wisconsin
$1.49M +$68.9K +3,484 +5%