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

Top Sellers

1
PAS
1
Park Avenue Securities
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$455K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.01M
4
APW
4
Atlantic Private Wealth
North Carolina
$1.69M
5
MFG
5
Mendota Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
76
Richmond Investment Services
Wisconsin
$389K +$6.21K +316 +2%
EH
77
Equitable Holdings
New York
$387K +$39.2K +1,992 +11%
S
78
SignatureFD
Georgia
$378K +$152K +7,751 +68%
GHA
79
Granite Harbor Advisors
Texas
$368K +$368K +18,721 New
JCM
80
Jacobi Capital Management
Pennsylvania
$355K +$197 +10 +0.1%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$330K +$330K +16,764 New
PCM
82
Passive Capital Management
Maryland
$313K +$313K +15,941 New
ECM
83
Exchange Capital Management
Michigan
$312K +$11.8K +600 +4%
PP
84
Prosperity Planning
Missouri
$293K -$256K – –
CCM
85
Coldstream Capital Management
Washington
$290K +$89.5K +4,552 +45%
GPA
86
Guidance Point Advisors
Massachusetts
$286K +$43.3K +2,200 +18%
JIR
87
James Investment Research
Ohio
$282K – – –
DWM
88
DecisionMap Wealth Management
Virginia
$279K – – –
FW
89
FullCircle Wealth
Texas
$273K +$273K +13,813 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$268K +$89.5K +4,552 +50%
CA
91
CGN Advisors
Kansas
$266K +$727 +37 +0.3%
JIP
92
Jaffetilchin Investment Partners
Florida
$260K +$260K +13,239 New
UCB
93
United Community Bank
South Carolina
$257K +$257K +13,060 New
RWP
94
Reliant Wealth Planning
Kentucky
$239K – – –
WC
95
Waterloo Capital
Texas
$234K – – –
CIA
96
Capital Investment Advisors
Georgia
$231K +$231K +11,773 New
TC
97
TFR Capital
Texas
$228K -$2.95K -150 -1%
BWM
98
BCS Wealth Management
Tennessee
$220K – – –
Comerica Bank
99
Comerica Bank
Texas
$214K -$374 -19 -0.2%
MML Investors Services
100
MML Investors Services
Massachusetts
$207K +$207K +10,514 New
2 3
4
5 6