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iShares iBonds Dec 2030 Term Treasury ETF

145 hedge funds and large institutions have $420M 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
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$10.8M
2 +$10.7M
3 +$8.22M
4
E3F
Eight 31 Financial
Texas
+$8.12M
5
Ameriprise
Ameriprise
Minnesota
+$2.44M

Top Sellers

1 -$7.55M
2 -$1.77M
3 -$1.71M
4
IA
IFP Advisors
Florida
-$1.35M
5
PA
PFG Advisors
Arizona
-$943K
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Compass Ion Advisors
Pennsylvania
$537K
MBT
77
Montecito Bank & Trust
California
$514K
LWL
78
Leo Wealth LLC
Texas
$503K
Cerity Partners
79
Cerity Partners
New York
$496K
EH
80
Equitable Holdings
New York
$474K
AQR Capital Management
81
AQR Capital Management
Connecticut
$463K
AWM
82
AllSquare Wealth Management
New York
$454K
AC
83
Apella Capital
Connecticut
$420K
LIM
84
Leavell Investment Management
Alabama
$399K
JCM
85
Jacobi Capital Management
Pennsylvania
$384K
GHA
86
Granite Harbor Advisors
Texas
$372K
RWP
87
Reliant Wealth Planning
Kentucky
$368K
SFB
88
STAR Financial Bank
Indiana
$353K
GPA
89
Guidance Point Advisors
Massachusetts
$353K
KIM
90
Kestra Investment Management
Texas
$350K
DWM
91
DecisionMap Wealth Management
Virginia
$342K
JSA
92
Jim Saulnier & Associates
Colorado
$337K
HI
93
Harbour Investments
Wisconsin
$325K
PCM
94
Passive Capital Management
Maryland
$317K
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$309K
PP
96
Prosperity Planning
Missouri
$308K
SAM
97
Smithbridge Asset Management
Pennsylvania
$298K
CCM
98
Coldstream Capital Management
Washington
$293K
CIA
99
Capital Investment Advisors
Georgia
$293K
JIR
100
James Investment Research
Ohio
$285K