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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
AC
76
Apella Capital
Connecticut
$859K +$249K +12,564 +41%
MCM
77
MV Capital Management
Maryland
$854K
RWP
78
Reliant Wealth Planning
Kentucky
$828K +$94.8K +4,779 +13%
KTM
79
Keeler Thomas Management
Utah
$819K -$825K -41,592 -50%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$818K -$27K -1,363 -3%
DSC
81
Duncker Streett & Co
Missouri
$816K +$821K +41,396 New
GHA
82
Granite Harbor Advisors
Texas
$814K +$447K +22,549 +120%
JSA
83
Jim Saulnier & Associates
Colorado
$773K +$240K +12,109 +45%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$753K -$3.86M -194,578 -84%
FFG
85
Foundry Financial Group
New Hampshire
$736K +$79.3K +3,997 +12%
BW
86
BIP Wealth
Georgia
$717K -$451K -22,739 -38%
CSP
87
Cary Street Partners
Virginia
$716K +$9.88K +498 +1%
T
88
Tableaux
Massachusetts
$708K +$94K +4,738 +15%
Cerity Partners
89
Cerity Partners
New York
$696K +$191K +9,637 +38%
MBT
90
Montecito Bank & Trust
California
$692K +$734 +37 +0.1%
APW
91
Atlantic Private Wealth
North Carolina
$652K -$4.13K -208 -0.6%
RIS
92
Richmond Investment Services
Wisconsin
$628K -$3.47K -175 -0.5%
Luther King Capital Management (LKCM)
93
Luther King Capital Management (LKCM)
Texas
$584K
LWL
94
Leo Wealth LLC
Texas
$566K +$51.5K +2,596 +10%
CIA
95
Compass Ion Advisors
Pennsylvania
$532K
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$513K -$96.5K -4,863 -16%
EH
97
Equitable Holdings
New York
$501K -$1.29K -65 -0.3%
HI
98
Harbour Investments
Wisconsin
$490K +$115K +5,793 +30%
DAS
99
Daybright Advisory Services
Florida
$466K +$2.8K +141 +0.6%
AQR Capital Management
100
AQR Capital Management
Connecticut
$459K