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iShares iBonds Dec 2030 Term Treasury ETF
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Overview Fund Activity

124 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
72
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Titleist Asset Management
Texas
$8.46M
2
SCA
Snowden Capital Advisors
New York
$8.42M
3
SWM
Shelton Wealth Management
Texas
$7.23M
4
Bank of America
Bank of America
North Carolina
$23.4M
5
TC
Trust Company
Kansas
$8.07M

Top Sellers

1
PAS
Park Avenue Securities
New York
$0
2
FTUS
Flow Traders U.S.
New York
$455K
3
Morgan Stanley
Morgan Stanley
New York
$1.01M
4
APW
Atlantic Private Wealth
North Carolina
$1.69M
5
MFG
Mendota Financial Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Washington Trust
Rhode Island
$179K -$49.2K -2,500 -22%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$159K +$159K +8,083 New
PWA
103
Physician Wealth Advisors
Utah
$156K +$53.6K +2,725 +52%
LWA
104
Lowe Wealth Advisors
Maryland
$121K +$121K +6,133 New
CTWM
105
Cherry Tree Wealth Management
Minnesota
$85.5K +$37.7K +1,918 +79%
BOJHT
106
Bank of Jackson Hole Trust
Wyoming
$73.4K +$31K +1,583 +73%
BWL
107
Bogart Wealth LLC
Virginia
$70K – – –
ADL
108
Asset Dedication LLC
California
$58.5K +$51.4K +2,612 +714%
SWC
109
Spectrum Wealth Counsel
Indiana
$50K – – –
CAL
110
Capital Analysts LLC
Pennsylvania
$46K – – –
TCM
111
TD Capital Management
Tennessee
$43.2K +$275 +14 +0.6%
US Bancorp
112
US Bancorp
Minnesota
$40.9K +$40.9K +2,080 New
HIW
113
Holos Integrated Wealth
Pennsylvania
$40.9K – – –
HI
114
Harbour Investments
Wisconsin
$38.3K +$13.1K +668 +52%
BC
115
Barrett & Company
Rhode Island
$36.4K +$28.5K +1,450 +363%
CBT
116
Crews Bank & Trust
Florida
$23.6K – – –
PS
117
Principal Securities
Iowa
$21K – – –
AF
118
Allworth Financial
California
$20.7K – – –
SPIA
119
Steward Partners Investment Advisory
New York
$18.6K +$118 +6 +0.6%
FPB
120
First PREMIER Bank
South Dakota
$18K – – –
MLA
121
MB, Levis & Associates
Pennsylvania
$16.5K +$118 +6 +0.7%
PFBT
122
Parkside Financial Bank & Trust
Missouri
$10.2K – – –
BTI
123
Blue Trust Inc
Georgia
$8.02K +$8.02K +408 New
CFD
124
Creative Financial Designs
Indiana
$3.85K – – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1.4K – – –
2 3 4
5
6