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iShares iBonds Dec 2030 Term Treasury ETF
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Overview Fund Activity

124 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
72
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Titleist Asset Management
Texas
$8.46M
2
SCA
Snowden Capital Advisors
New York
$8.42M
3
SWM
Shelton Wealth Management
Texas
$7.23M
4
Bank of America
Bank of America
North Carolina
$23.4M
5
TC
Trust Company
Kansas
$8.07M

Top Sellers

1
PAS
Park Avenue Securities
New York
$0
2
FTUS
Flow Traders U.S.
New York
$455K
3
Morgan Stanley
Morgan Stanley
New York
$1.01M
4
APW
Atlantic Private Wealth
North Carolina
$1.69M
5
MFG
Mendota Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
51
Financial Engines Advisors
California
$1.15M +$271K +13,777 +31%
JAG
52
Journey Advisory Group
Kentucky
$1.13M +$1.13M +57,596 New
Morgan Stanley
53
Morgan Stanley
New York
$1.01M -$436K -22,171 -30%
EW
54
Evexia Wealth
Wisconsin
$880K +$20K +1,024 +2%
VA
55
Valmark Advisers
Ohio
$867K +$49.9K +2,536 +6%
ABC
56
Associated Banc-Corp
Wisconsin
$857K +$59.7K +3,036 +7%
NA
57
NewEdge Advisors
Louisiana
$855K +$42.9K +2,180 +5%
NS
58
NBC Securities
Alabama
$850K +$849K +43,239 +100,556%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$847K +$847K +43,073 New
Osaic Holdings
60
Osaic Holdings
Arizona
$844K +$238K +12,120 +39%
YWM
61
Yoder Wealth Management
California
$768K – – –
Stifel Financial
62
Stifel Financial
Missouri
$764K +$126K +6,425 +20%
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$763K +$415K +21,106 +119%
MCM
64
MV Capital Management
Maryland
$751K – – –
CSP
65
Cary Street Partners
Virginia
$719K +$52K +2,647 +8%
KIM
66
Kestra Investment Management
Texas
$692K +$535K +27,235 +342%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$577K +$51.4K +2,616 +10%
Jane Street
68
Jane Street
New York
$565K -$12.6K -640 -2%
CIA
69
Compass Ion Advisors
Pennsylvania
$531K – – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$499K +$236 +12 +0%
LWL
71
Leo Wealth LLC
Texas
$485K +$485K +24,663 New
Cerity Partners
72
Cerity Partners
New York
$471K +$1.73K +88 +0.4%
FTUS
73
Flow Traders U.S.
New York
$455K -$485K -24,678 -52%
AWM
74
AllSquare Wealth Management
New York
$435K +$32.5K +1,655 +8%
AC
75
Apella Capital
Connecticut
$407K +$45.9K +2,345 +13%
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