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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
HA
126
Hanover Advisors
South Carolina
$227K +$227K +11,419 New
KWM
127
KFG Wealth Management
Indiana
$226K +$227K +11,403 New
HA
128
Hyposwiss Advisors
$223K +$223K +11,215 New
ML
129
MLP3 LLC
New Jersey
$210K +$210K +10,564 New
MPPLM
130
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$204K +$204K +10,258 New
PMG
131
Private Management Group
California
$199K +$200K +10,032 New
BC
132
Barrett & Company
Rhode Island
$181K +$50K +2,511 +38%
CBT
133
Crews Bank & Trust
Florida
$178K +$139K +6,975 +349%
AUB
134
Atlantic Union Bankshares
Virginia
$165K
PWA
135
Physician Wealth Advisors
Utah
$157K
CTWM
136
Cherry Tree Wealth Management
Minnesota
$98.5K
MCM
137
MAI Capital Management
Ohio
$98K +$98.2K +4,937 New
National Bank of Canada
138
National Bank of Canada
Quebec, Canada
$80.3K
CB
139
CNB Bank
Pennsylvania
$79.6K +$38.8K +1,952 +95%
BWL
140
Bogart Wealth LLC
Virginia
$70.6K
US Bancorp
141
US Bancorp
Minnesota
$66.7K
BOJHT
142
Bank of Jackson Hole Trust
Wyoming
$62.2K
KBFS
143
Kohmann Bosshard Financial Services
Ohio
$49.2K +$49.3K +2,480 New
TCM
144
TD Capital Management
Tennessee
$45K +$557 +28 +1%
Comerica Bank
145
Comerica Bank
Texas
$44.4K -$146K -7,363 -77%
CT
146
Clearstead Trust
Maine
$42.4K +$42.5K +2,136 New
HIW
147
Holos Integrated Wealth
Pennsylvania
$41.2K
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$38.5K +$5.57K +280 +17%
SPIA
149
Steward Partners Investment Advisory
New York
$29.8K +$358 +18 +1%
RF
150
Robbins Farley
New Hampshire
$20K +$20K +1,007 New