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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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$53.3K +$15.1K +760 +39%
FCG
152
Financial Connections Group
California
$53K +$53.9K +2,715 New
TCM
153
TD Capital Management
Tennessee
$45K +$258 +13 +0.6%
CT
154
Clearstead Trust
Maine
$42.1K
HIW
155
Holos Integrated Wealth
Pennsylvania
$40.9K
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$37.7K +$37.9K +1,911 New
SPIA
157
Steward Partners Investment Advisory
New York
$29.8K +$179 +9 +0.6%
HNW
158
High Note Wealth
Minnesota
$29.7K +$29.9K +1,508 New
RF
159
Robbins Farley
New Hampshire
$19.9K
HBW
160
Hazlett, Burt & Watson
West Virginia
$18K +$119 +6 +0.7%
PK
161
Pflug Koory
Nebraska
$18K
MLA
162
MB, Levis & Associates
Pennsylvania
$17.2K +$99 +5 +0.6%
FPB
163
First PREMIER Bank
South Dakota
$17K
CFG
164
Clayton Financial Group
Missouri
$15.5K +$694 +35 +5%
PB
165
Pinnacle Bancorp
Nebraska
$14.9K +$15K +756 New
IWS
166
Intentional Wealth Strategies
Colorado
$14.2K +$14.3K +719 New
RFP
167
Root Financial Partners
California
$12K +$12.1K +609 New
ASN
168
Advisory Services Network
Georgia
$11K +$11.1K +558 New
GWM
169
Gilpin Wealth Management
Colorado
$8.48K
VAI
170
Vanguard Advisers Inc
Pennsylvania
$7.97K +$8.01K +404 New
CFD
171
Creative Financial Designs
Indiana
$3.87K
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$1.4K
LFG
173
Larson Financial Group
Missouri
$710 +$714 +36 New
SAM
174
Smartleaf Asset Management
Massachusetts
$20 -$60 -3 -75%
TRCT
175
Tower Research Capital (TRC)
New York
-$2.41M -121,656 Closed