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iShares iBonds Dec 2030 Term Treasury ETF

159 hedge funds and large institutions have $559M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 17 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 17

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

33% more capital invested

Capital invested by funds: $421M → $559M (+$139M)

9% more funds holding

Funds holding: 146159 (+13)

2.53% more ownership

Funds ownership: 78.46%80.99% (+2.5%)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
1.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
36
Increased
83
Reduced
17
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$6.04M +$3.63M +182,300 +150%
CTC
27
Central Trust Company
Missouri
$5.54M +$299K +15,048 +6%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.53M +$324K +16,287 +6%
HPC
29
HM Payson & Co
Maine
$5.5M +$5.51M +277,103 New
Ameriprise
30
Ameriprise
Minnesota
$5.25M +$491K +24,698 +10%
R
31
Rebalance
California
$5.15M +$4.94M +248,365 +2,182%
LPL Financial
32
LPL Financial
California
$4.96M +$338K +16,993 +7%
SWM
33
Stockman Wealth Management
Montana
$4.72M +$390K +19,616 +9%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$4.63M +$539K +27,106 +13%
B
35
Bailard
California
$3.92M +$3.93M +197,645 New
Baird Financial Group
36
Baird Financial Group
Wisconsin
$3.9M +$3.91M +196,727 New
TFS
37
Thoroughbred Financial Services
Tennessee
$3.62M -$94K -4,723 -3%
AWP
38
Accretive Wealth Partners
New Jersey
$3.42M +$102K +5,131 +3%
PA
39
Parallel Advisors
California
$3.3M +$286K +14,388 +9%
HCM
40
Howland Capital Management
Massachusetts
$3.23M +$19.7K +988 +0.6%
CCG
41
Chatham Capital Group
Georgia
$3.21M +$808K +40,585 +33%
ADL
42
Asset Dedication LLC
California
$3.18M +$2.33M +117,194 +271%
HighTower Advisors
43
HighTower Advisors
Illinois
$3.12M +$41.9K +2,105 +1%
CCWA
44
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.93M +$276K +13,886 +10%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.81M +$425K +21,370 +18%
BAM
46
Belpointe Asset Management
Nevada
$2.71M +$2.72M +136,651 New
PAS
47
Park Avenue Securities
New York
$2.44M +$673K +33,811 +38%
SA
48
Sanctuary Advisors
Indiana
$2.42M +$2.43M +122,109 New
TRCT
49
Tower Research Capital (TRC)
New York
$2.41M +$1.21M +60,638 +99%
AI
50
Atria Investments
North Carolina
$2.36M +$2.36M +118,706 New