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iShares iBonds Dec 2030 Term Treasury ETF

146 hedge funds and large institutions have $421M 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

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

332% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $364M → $421M (+$56.1M)

12% more funds holding

Funds holding: 130146 (+16)

3.66% less ownership

Funds ownership: 82.12%78.46% (-3.7%)

Holders
146
Holders Change
+16
Holders Change %
+12.31%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
82
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
101
James Investment Research
Ohio
$285K
LWM
102
Liberty Wealth Management
California
$281K +$2.26K +114 +0.8%
FW
103
FullCircle Wealth
Texas
$274K
CA
104
CGN Advisors
Kansas
$271K +$495 +25 +0.2%
KPWS
105
Kestra Private Wealth Services
Texas
$269K +$268K +13,530 New
JIP
106
Jaffetilchin Investment Partners
Florida
$268K +$2.57K +130 +1%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$266K +$265K +13,406 New
UCB
108
United Community Bank
South Carolina
$260K
Goldman Sachs
109
Goldman Sachs
New York
$251K +$249K +12,604 New
HA
110
Hamel Associates
New Jersey
$250K +$10.1K +510 +4%
VWA
111
Visionary Wealth Advisors
Illinois
$247K +$246K +12,445 New
R
112
Rebalance
California
$226K +$2.16K +109 +1%
FFG
113
Foundry Financial Group
New Hampshire
$205K +$204K +10,293 New
WC
114
Waterloo Capital
Texas
$203K -$33.6K -1,696 -14%
HH
115
Hilltop Holdings
Texas
$202K -$30.4K -1,534 -13%
TC
116
TFR Capital
Texas
$202K
Comerica Bank
117
Comerica Bank
Texas
$191K +$27.4K +1,383 +17%
AUB
118
Atlantic Union Bankshares
Virginia
$166K +$165K +8,334 New
PWA
119
Physician Wealth Advisors
Utah
$158K
BC
120
Barrett & Company
Rhode Island
$131K +$48K +2,425 +58%
CTWM
121
Cherry Tree Wealth Management
Minnesota
$98.6K
LWA
122
Lowe Wealth Advisors
Maryland
$98.1K
JWM
123
JPL Wealth Management
Colorado
$81.8K +$81.5K +4,116 New
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$80.4K +$65.6K +3,313 +451%
BWL
125
Bogart Wealth LLC
Virginia
$70.8K