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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
Citadel Advisors
51
Citadel Advisors
Florida
$2.66M +$1.54M +77,704 +136%
SA
52
Sanctuary Advisors
Indiana
$2.51M +$98.7K +4,975 +4%
AI
53
Atria Investments
North Carolina
$2.4M +$54.7K +2,757 +2%
PAS
54
Park Avenue Securities
New York
$2.36M -$67.7K -3,415 -3%
HFS
55
Hughes Financial Services
Virginia
$2.17M +$34.2K +1,724 +2%
Financial Engines Advisors
56
Financial Engines Advisors
California
$1.99M +$83.7K +4,220 +4%
IWC
57
Integrated Wealth Concepts
Massachusetts
$1.98M +$791K +39,875 +66%
Stifel Financial
58
Stifel Financial
Missouri
$1.89M +$508K +25,636 +36%
MBTD
59
Mechanics Bank - Trust Department
California
$1.83M -$27.3K -1,375 -1%
AP
60
Atwood & Palmer
Missouri
$1.78M -$13.9K -700 -0.8%
KAS
61
Kestra Advisory Services
Texas
$1.69M +$375K +18,890 +28%
S
62
SignatureFD
Georgia
$1.63M +$72K +3,629 +5%
BAM
63
Belpointe Asset Management
Nevada
$1.58M -$1.12M -56,569 -41%
IA
64
IFP Advisors
Florida
$1.49M -$72.4K -3,652 -5%
FNBOO
65
First National Bank of Omaha
Nebraska
$1.27M -$469K -23,643 -27%
AF
66
Allworth Financial
California
$1.23M
OPA
67
Old Port Advisors
Maine
$1.22M -$129K -6,491 -10%
VA
68
Valmark Advisers
Ohio
$1.18M +$40.5K +2,043 +4%
ABC
69
Associated Banc-Corp
Wisconsin
$1.17M -$10.3K -519 -0.9%
SCM
70
SCS Capital Management
Massachusetts
$1.13M +$400K +20,156 +54%
Osaic Holdings
71
Osaic Holdings
Arizona
$1.07M +$189K +9,508 +21%
FA
72
FF Advisors
California
$1.05M -$782K -39,426 -43%
LIM
73
Leavell Investment Management
Alabama
$1.01M +$490K +24,683 +92%
USCWA
74
U.S. Capital Wealth Advisors
Texas
$978K +$7.48K +377 +0.8%
YWM
75
Yoder Wealth Management
California
$961K +$165K +8,300 +21%