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iShares iBonds Dec 2030 Term Treasury ETF

159 hedge funds and large institutions have $559M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 17 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 17

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

33% more capital invested

Capital invested by funds: $421M → $559M (+$139M)

9% more funds holding

Funds holding: 146159 (+13)

2.53% more ownership

Funds ownership: 78.46%80.99% (+2.5%)

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
1.93%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
36
Increased
83
Reduced
17
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Capital Investment Advisors
Georgia
$417K +$125K +6,295 +43%
JCM
102
Jacobi Capital Management
Pennsylvania
$412K +$28.3K +1,420 +7%
Lido Advisors
103
Lido Advisors
California
$393K +$394K +19,810 New
HI
104
Harbour Investments
Wisconsin
$378K +$54.3K +2,727 +17%
GHA
105
Granite Harbor Advisors
Texas
$372K
GPA
106
Guidance Point Advisors
Massachusetts
$358K +$5.59K +281 +2%
CA
107
CGN Advisors
Kansas
$354K +$83.9K +4,219 +31%
HBT
108
Heartland Bank & Trust
Illinois
$351K +$352K +17,706 New
KIM
109
Kestra Investment Management
Texas
$349K -$378 -19 -0.1%
DWM
110
DecisionMap Wealth Management
Virginia
$347K +$5.45K +274 +2%
TWM
111
Trinity Wealth Management
Pennsylvania
$346K +$347K +17,422 New
SFB
112
STAR Financial Bank
Indiana
$339K -$13.6K -683 -4%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$319K +$10K +503 +3%
PCM
114
Passive Capital Management
Maryland
$316K
PP
115
Prosperity Planning
Missouri
$308K
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$301K -$15.1M -757,152 -98%
CCM
117
Coldstream Capital Management
Washington
$292K
JIR
118
James Investment Research
Ohio
$285K
PS
119
Principal Securities
Iowa
$284K +$263K +13,197 +1,205%
LWM
120
Liberty Wealth Management
California
$283K +$2.9K +146 +1%
LFAS
121
Level Four Advisory Services
Texas
$275K +$275K +13,835 New
JIP
122
Jaffetilchin Investment Partners
Florida
$271K +$3.32K +167 +1%
OBWP
123
O'Brien Wealth Partners
Massachusetts
$253K +$254K +12,744 New
VWA
124
Visionary Wealth Advisors
Illinois
$237K -$10.5K -527 -4%
EW
125
Element Wealth
Mississippi
$231K +$232K +11,643 New