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iShares iBonds Dec 2030 Term Treasury ETF
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Overview Fund Activity

130 hedge funds and large institutions have $364M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
74
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Titleist Asset Management
Texas
$20.4M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M
4
DADC
4
D.A. Davidson & Co
Montana
$14.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.6M

Top Sellers

1
AP
1
Atwood & Palmer
Missouri
$1.97M
2
Raymond James Financial
2
Raymond James Financial
Florida
$7.98M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
APW
4
Atlantic Private Wealth
North Carolina
$786K
5
LPL Financial
5
LPL Financial
California
$4.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$237K 11,958 -4,806 -29%
WC
102
Waterloo Capital
Texas
$236K 11,900 – –
HH
103
Hilltop Holdings
Texas
$232K 11,706 +11,706 New
R
104
Rebalance
California
$224K 11,274 +11,274 New
TC
105
TFR Capital
Texas
$202K 10,162 -1,449 -12%
Osaic Holdings
106
Osaic Holdings
Arizona
$190K 9,899 -33,013 -77%
Comerica Bank
107
Comerica Bank
Texas
$163K 8,216 -2,649 -24%
PWA
108
Physician Wealth Advisors
Utah
$157K 7,935 – –
NA
109
NewEdge Advisors
Louisiana
$146K 7,352 -36,127 -83%
CTWM
110
Cherry Tree Wealth Management
Minnesota
$98.5K 4,963 +614 +14%
LWA
111
Lowe Wealth Advisors
Maryland
$98K 4,937 -1,196 -20%
BC
112
Barrett & Company
Rhode Island
$82.6K 4,163 +2,313 +125%
BOJHT
113
Bank of Jackson Hole Trust
Wyoming
$74.3K 3,745 – –
BWL
114
Bogart Wealth LLC
Virginia
$70.6K 3,560 – –
ADL
115
Asset Dedication LLC
California
$67.1K 3,384 +406 +14%
US Bancorp
116
US Bancorp
Minnesota
$66.7K 3,360 +1,280 +62%
CAL
117
Capital Analysts LLC
Pennsylvania
$47K 2,354 – –
TCM
118
TD Capital Management
Tennessee
$44K 2,220 +22 +1%
HIW
119
Holos Integrated Wealth
Pennsylvania
$41K 2,078 – –
SPIA
120
Steward Partners Investment Advisory
New York
$29.2K 1,470 +526 +56%
CBT
121
Crews Bank & Trust
Florida
$23.8K 1,200 – –
PS
122
Principal Securities
Iowa
$21.7K 1,095 – –
FPB
123
First PREMIER Bank
South Dakota
$17K 849 -53 -6%
MLA
124
MB, Levis & Associates
Pennsylvania
$16.8K 848 +8 +1%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$14.6K 735 +735 New
2 3 4
5
6