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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
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$613K +$6.97K +352 +1%
CIA
77
Compass Ion Advisors
Pennsylvania
$537K
MBT
78
Montecito Bank & Trust
California
$514K +$511K +25,842 New
LWL
79
Leo Wealth LLC
Texas
$503K +$4.43K +224 +0.9%
Cerity Partners
80
Cerity Partners
New York
$496K +$20.9K +1,055 +4%
EH
81
Equitable Holdings
New York
$474K +$78.9K +3,986 +20%
AQR Capital Management
82
AQR Capital Management
Connecticut
$463K +$461K +23,283 New
AWM
83
AllSquare Wealth Management
New York
$454K +$11.8K +595 +3%
AC
84
Apella Capital
Connecticut
$420K +$2.75K +139 +0.7%
LIM
85
Leavell Investment Management
Alabama
$399K +$125K +6,330 +46%
JCM
86
Jacobi Capital Management
Pennsylvania
$384K +$2.28K +115 +0.6%
GHA
87
Granite Harbor Advisors
Texas
$372K
RWP
88
Reliant Wealth Planning
Kentucky
$368K +$18K +909 +5%
SFB
89
STAR Financial Bank
Indiana
$353K -$1.77M -89,212 -83%
GPA
90
Guidance Point Advisors
Massachusetts
$353K +$46.9K +2,368 +15%
KIM
91
Kestra Investment Management
Texas
$350K -$699K -35,319 -67%
DWM
92
DecisionMap Wealth Management
Virginia
$342K
JSA
93
Jim Saulnier & Associates
Colorado
$337K +$336K +16,966 New
HI
94
Harbour Investments
Wisconsin
$325K +$67.3K +3,399 +26%
PCM
95
Passive Capital Management
Maryland
$317K
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$309K +$71.4K +3,609 +30%
PP
97
Prosperity Planning
Missouri
$308K
SAM
98
Smithbridge Asset Management
Pennsylvania
$298K +$297K +15,000 New
CCM
99
Coldstream Capital Management
Washington
$293K
CIA
100
Capital Investment Advisors
Georgia
$293K +$237 +12 +0.1%