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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
VWA
126
Visionary Wealth Advisors
Illinois
$238K +$2.64K +133 +1%
WIA
127
World Investment Advisors
California
$226K +$227K +11,453 New
FAC
128
Financial Advisory Corporation
Michigan
$226K +$227K +11,449 New
HA
129
Hyposwiss Advisors
$221K
HA
130
Hanover Advisors
South Carolina
$220K -$5.43K -274 -2%
MPPLM
131
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$215K +$12.7K +642 +6%
SWP
132
Stratos Wealth Partners
Ohio
$205K +$206K +10,383 New
LIA
133
LBMC Investment Advisors
Tennessee
$199K +$200K +10,090 New
KPWS
134
Kestra Private Wealth Services
Texas
$198K +$199K +10,030 New
SPWM
135
Straight Path Wealth Management
Michigan
$198K +$199K +10,025 New
BC
136
Barrett & Company
Rhode Island
$180K +$139 +7 +0.1%
CBT
137
Crews Bank & Trust
Florida
$177K
UCB
138
United Community Bank
South Carolina
$168K +$169K +8,510 New
AUB
139
Atlantic Union Bankshares
Virginia
$164K
PWA
140
Physician Wealth Advisors
Utah
$156K
HBT
141
Hills Bank & Trust
Iowa
$119K +$119K +6,012 New
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$112K +$113K +5,690 New
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$98.3K +$18.6K +936 +23%
CTWM
144
Cherry Tree Wealth Management
Minnesota
$97.9K
MCM
145
MAI Capital Management
Ohio
$97.4K
CB
146
CNB Bank
Pennsylvania
$78.7K -$337 -17 -0.4%
BWL
147
Bogart Wealth LLC
Virginia
$70.2K
JWM
148
JPL Wealth Management
Colorado
$66.7K +$67.1K +3,384 New
US Bancorp
149
US Bancorp
Minnesota
$66.3K
BOJHT
150
Bank of Jackson Hole Trust
Wyoming
$61.8K