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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
PK
151
Pflug Koory
Nebraska
$18.1K
HBW
152
Hazlett, Burt & Watson
West Virginia
$18K +$219 +11 +1%
MLA
153
MB, Levis & Associates
Pennsylvania
$17.2K +$219 +11 +1%
FPB
154
First PREMIER Bank
South Dakota
$17K
CFG
155
Clayton Financial Group
Missouri
$14.9K +$15K +752 New
GWM
156
Gilpin Wealth Management
Colorado
$8.53K +$8.56K +430 New
CFD
157
Creative Financial Designs
Indiana
$3.89K
FWP
158
FAS Wealth Partners
Kansas
$2.12K +$2.13K +107 New
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$1.41K
AWM
160
AE Wealth Management
Kansas
$161
SAM
161
Smartleaf Asset Management
Massachusetts
$80 -$1.73M -87,119 -100%
PAG
162
Private Advisor Group
New Jersey
-$1.73M -87,123 Closed
EW
163
Evexia Wealth
Wisconsin
-$1.49M -74,903 Closed
SB
164
Strategic Blueprint
Georgia
-$1.2M -60,423 Closed
P
165
&Partners
Tennessee
-$869K -43,742 Closed
NS
166
NBC Securities
Alabama
-$796K -40,063 Closed
KPWS
167
Kestra Private Wealth Services
Texas
-$269K -13,530 Closed
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
-$266K -13,406 Closed
UCB
169
United Community Bank
South Carolina
-$260K -13,060 Closed
HA
170
Hamel Associates
New Jersey
-$250K -12,554 Closed
WC
171
Waterloo Capital
Texas
-$203K -10,204 Closed
HH
172
Hilltop Holdings
Texas
-$202K -10,172 Closed
TC
173
TFR Capital
Texas
-$202K -10,162 Closed
JWM
174
JPL Wealth Management
Colorado
-$81.8K -4,116 Closed
ASN
175
Advisory Services Network
Georgia
-$11.1K -558 Closed