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iShares iBonds Dec 2030 Term Treasury ETF

124 hedge funds and large institutions have $315M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
72
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$51.6M 2,624,017 +120,781 +5%
Bank of America
2
Bank of America
North Carolina
$23.4M 1,192,039 +145,446 +14%
AP
3
Atwood & Palmer
Missouri
$22.2M 1,128,891 +49,918 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.3M 627,031 +73,530 +13%
WIM
5
Waycross Investment Management
Washington
$10.7M 542,747 -4,146 -0.8%
LPT
6
Legacy Private Trust
Wisconsin
$10.1M 511,963 +87,755 +21%
Raymond James Financial
7
Raymond James Financial
Florida
$9.78M 497,616 -7,935 -2%
TAM
8
Titleist Asset Management
Texas
$8.46M 430,498 +430,498 New
SCA
9
Snowden Capital Advisors
New York
$8.42M 428,455 +374,171 +689%
PA
10
Probity Advisors
Texas
$8.18M 416,258 +25,800 +7%
TC
11
Trust Company
Kansas
$8.07M 410,322 +135,217 +49%
CIM
12
Confluence Investment Management
Missouri
$7.77M 395,464 -4,163 -1%
KF
13
Krilogy Financial
Missouri
$7.33M 372,842 +31,077 +9%
SWM
14
Shelton Wealth Management
Texas
$7.23M 367,727 +367,727 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.39M 325,202 +52,194 +19%
DADC
16
D.A. Davidson & Co
Montana
$5.95M 302,482 +30,715 +11%
UBS Group
17
UBS Group
Switzerland
$5.5M 279,993 +4,472 +2%
LPL Financial
18
LPL Financial
California
$4.82M 245,008 +27,783 +13%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.77M 242,554 +37,989 +19%
CTC
20
Central Trust Company
Missouri
$4.61M 234,274 +83,746 +56%
SWM
21
Stockman Wealth Management
Montana
$3.84M 195,354 +17,609 +10%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.44M 174,864 +53,045 +44%
AWP
23
Accretive Wealth Partners
New Jersey
$3.07M 155,973 +32,693 +27%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.81M 142,803 +5,867 +4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.63M 133,595 +12,988 +11%