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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
CIA
101
Capital Investment Advisors
Georgia
$458K +$43.5K +2,192 +10%
HBT
102
Heartland Bank & Trust
Illinois
$446K +$97.1K +4,897 +28%
Lido Advisors
103
Lido Advisors
California
$440K +$49.2K +2,482 +13%
CA
104
CGN Advisors
Kansas
$421K +$69.2K +3,489 +20%
JCM
105
Jacobi Capital Management
Pennsylvania
$417K +$7.91K +399 +2%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$409K +$92.8K +4,680 +29%
GPA
107
Guidance Point Advisors
Massachusetts
$368K +$12.3K +622 +3%
KIM
108
Kestra Investment Management
Texas
$349K +$2K +101 +0.6%
TWM
109
Trinity Wealth Management
Pennsylvania
$346K +$2.56K +129 +0.7%
DWM
110
DecisionMap Wealth Management
Virginia
$345K
PCM
111
Passive Capital Management
Maryland
$314K
Jane Street
112
Jane Street
New York
$306K -$271K -13,663 -47%
PP
113
Prosperity Planning
Missouri
$306K
SAM
114
Smithbridge Asset Management
Pennsylvania
$296K -$298K -15,000 -50%
GDP
115
Great Diamond Partners
Maine
$295K +$297K +14,961 New
CCM
116
Coldstream Capital Management
Washington
$291K
PS
117
Principal Securities
Iowa
$284K +$2.04K +103 +0.7%
EW
118
Element Wealth
Mississippi
$283K +$54.2K +2,733 +23%
JIR
119
James Investment Research
Ohio
$283K
LWM
120
Liberty Wealth Management
California
$283K +$1.43K +72 +0.5%
LFAS
121
Level Four Advisory Services
Texas
$273K +$60 +3 +0%
JIP
122
Jaffetilchin Investment Partners
Florida
$271K +$1.63K +82 +0.6%
KWM
123
KFG Wealth Management
Indiana
$269K +$44.5K +2,246 +20%
PJSIMP
124
P.J. Schmidt Investment Management (PJS)
Wisconsin
$266K +$267K +13,471 New
ML
125
MLP3 LLC
New Jersey
$258K +$50.2K +2,533 +24%