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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$2.3M -$391K -19,676 -14%
BFO
52
Boston Family Office
Massachusetts
$2.29M +$296K +14,865 +15%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$2.23M +$150K +7,518 +7%
HFS
54
Hughes Financial Services
Virginia
$2.15M +$2.16M +108,338 New
Financial Engines Advisors
55
Financial Engines Advisors
California
$1.92M +$641K +32,221 +50%
MBTD
56
Mechanics Bank - Trust Department
California
$1.87M
FA
57
FF Advisors
California
$1.84M +$66.2K +3,326 +4%
AP
58
Atwood & Palmer
Missouri
$1.81M
FNBOO
59
First National Bank of Omaha
Nebraska
$1.75M +$1.75M +87,954 New
KTM
60
Keeler Thomas Management
Utah
$1.65M +$24.2K +1,218 +1%
IA
61
IFP Advisors
Florida
$1.58M +$445K +22,350 +39%
S
62
SignatureFD
Georgia
$1.57M +$400K +20,087 +34%
Stifel Financial
63
Stifel Financial
Missouri
$1.4M +$154K +7,750 +12%
OPA
64
Old Port Advisors
Maine
$1.36M +$94.6K +4,757 +7%
KAS
65
Kestra Advisory Services
Texas
$1.32M -$23K -1,158 -2%
AF
66
Allworth Financial
California
$1.24M +$100K +5,027 +9%
IWC
67
Integrated Wealth Concepts
Massachusetts
$1.2M -$150K -7,536 -11%
ABC
68
Associated Banc-Corp
Wisconsin
$1.19M +$61.3K +3,081 +5%
BW
69
BIP Wealth
Georgia
$1.17M +$1.18M +59,102 New
VA
70
Valmark Advisers
Ohio
$1.15M +$83K +4,174 +8%
Citadel Advisors
71
Citadel Advisors
Florida
$1.13M -$678K -34,053 -37%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$977K +$50.2K +2,521 +5%
FTUS
73
Flow Traders U.S.
New York
$918K +$920K +46,254 New
Osaic Holdings
74
Osaic Holdings
Arizona
$891K +$261K +13,114 +41%
MCM
75
MV Capital Management
Maryland
$859K