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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 %
KAS
51
Kestra Advisory Services
Texas
$1.47M +$222K +11,200 +18%
EW
52
Evexia Wealth
Wisconsin
$1.4M +$519K +26,420 +59%
IWC
53
Integrated Wealth Concepts
Massachusetts
$1.25M +$2.98K +150 +0.2%
Stifel Financial
54
Stifel Financial
Missouri
$1.21M +$439K +22,105 +57%
Financial Engines Advisors
55
Financial Engines Advisors
California
$1.16M +$5.12K +258 +0.4%
AF
56
Allworth Financial
California
$1.14M +$1.12M +56,241 +5,341%
KIM
57
Kestra Investment Management
Texas
$1.04M +$350K +17,745 +50%
VA
58
Valmark Advisers
Ohio
$1.01M +$138K +6,964 +16%
ABC
59
Associated Banc-Corp
Wisconsin
$1M +$138K +6,963 +16%
PA
60
PFG Advisors
Arizona
$943K +$943K +47,524 New
USCWA
61
U.S. Capital Wealth Advisors
Texas
$902K +$47.2K +2,381 +6%
MCM
62
MV Capital Management
Maryland
$859K +$102K +5,124 +13%
NS
63
NBC Securities
Alabama
$825K -$32.7K -1,650 -4%
OPA
64
Old Port Advisors
Maine
$813K +$813K +40,959 New
YWM
65
Yoder Wealth Management
California
$800K +$24.8K +1,250 +3%
S
66
SignatureFD
Georgia
$786K +$404K +20,387 +106%
APW
67
Atlantic Private Wealth
North Carolina
$786K -$923K -46,500 -54%
RIS
68
Richmond Investment Services
Wisconsin
$777K +$384K +19,354 +98%
SB
69
Strategic Blueprint
Georgia
$763K +$763K +38,443 New
CSP
70
Cary Street Partners
Virginia
$725K – – –
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$641K +$59K +2,976 +10%
Citadel Advisors
72
Citadel Advisors
Florida
$610K -$669K -33,737 -52%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$605K +$101K +5,107 +20%
CIA
74
Compass Ion Advisors
Pennsylvania
$536K – – –
LWL
75
Leo Wealth LLC
Texas
$498K +$8.59K +433 +2%
1 2
3
4 5