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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
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$850K +$177K +8,893 +26%
Goldman Sachs
77
Goldman Sachs
New York
$818K +$570K +28,628 +227%
YWM
78
Yoder Wealth Management
California
$803K +$2.98K +150 +0.4%
SCM
79
SCS Capital Management
Massachusetts
$741K +$743K +37,361 New
RWP
80
Reliant Wealth Planning
Kentucky
$739K +$372K +18,681 +101%
CSP
81
Cary Street Partners
Virginia
$710K
MBT
82
Montecito Bank & Trust
California
$696K +$184K +9,230 +36%
FFG
83
Foundry Financial Group
New Hampshire
$661K +$458K +23,021 +224%
APW
84
Atlantic Private Wealth
North Carolina
$660K -$5.95K -299 -0.9%
RIS
85
Richmond Investment Services
Wisconsin
$636K -$302K -15,174 -32%
T
86
Tableaux
Massachusetts
$619K +$621K +31,187 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$613K +$478 +24 +0.1%
AC
88
Apella Capital
Connecticut
$612K +$196K +9,866 +47%
SAM
89
Smithbridge Asset Management
Pennsylvania
$595K +$298K +15,000 +100%
Jane Street
90
Jane Street
New York
$579K +$581K +29,192 New
WP
91
Walleye Partners
Wisconsin
$571K +$573K +28,789 New
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$551K
JSA
93
Jim Saulnier & Associates
Colorado
$538K +$202K +10,128 +60%
CIA
94
Compass Ion Advisors
Pennsylvania
$536K
LIM
95
Leavell Investment Management
Alabama
$530K +$132K +6,656 +33%
LWL
96
Leo Wealth LLC
Texas
$518K +$15.8K +792 +3%
Cerity Partners
97
Cerity Partners
New York
$509K +$14.1K +711 +3%
EH
98
Equitable Holdings
New York
$502K +$28.4K +1,425 +6%
DAS
99
Daybright Advisory Services
Florida
$467K +$468K +23,509 New
AQR Capital Management
100
AQR Capital Management
Connecticut
$462K