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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
IWC
51
Integrated Wealth Concepts
Massachusetts
$1.35M +$101K +5,087 +8%
KAS
52
Kestra Advisory Services
Texas
$1.35M -$125K -6,318 -9%
Financial Engines Advisors
53
Financial Engines Advisors
California
$1.28M +$113K +5,731 +10%
OPA
54
Old Port Advisors
Maine
$1.26M +$447K +22,608 +55%
Stifel Financial
55
Stifel Financial
Missouri
$1.25M +$34.5K +1,744 +3%
TRCT
56
Tower Research Capital (TRC)
New York
$1.21M +$1.21M +61,018 New
SB
57
Strategic Blueprint
Georgia
$1.2M +$435K +21,980 +57%
S
58
SignatureFD
Georgia
$1.18M +$387K +19,544 +49%
AF
59
Allworth Financial
California
$1.14M
IA
60
IFP Advisors
Florida
$1.14M -$1.35M -68,158 -54%
ABC
61
Associated Banc-Corp
Wisconsin
$1.13M +$124K +6,290 +12%
VA
62
Valmark Advisers
Ohio
$1.07M +$54.1K +2,735 +5%
RIS
63
Richmond Investment Services
Wisconsin
$938K +$159K +8,044 +21%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$928K +$24.8K +1,252 +3%
P
65
&Partners
Tennessee
$869K +$866K +43,742 New
MCM
66
MV Capital Management
Maryland
$861K
ADL
67
Asset Dedication LLC
California
$861K +$790K +39,912 +1,179%
YWM
68
Yoder Wealth Management
California
$801K
NS
69
NBC Securities
Alabama
$796K -$31.1K -1,569 -4%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$755K +$404K +20,411 +116%
CSP
71
Cary Street Partners
Virginia
$711K -$15K -760 -2%
MML Investors Services
72
MML Investors Services
Massachusetts
$683K +$187K +9,442 +38%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$674K +$32K +1,619 +5%
APW
74
Atlantic Private Wealth
North Carolina
$667K -$119K -6,031 -15%
Osaic Holdings
75
Osaic Holdings
Arizona
$632K +$210K +10,625 +50%