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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.

New
Increased
Maintained
Reduced
Closed

454% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 13

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

28% more capital invested

Capital invested by funds: $246M → $315M (+$69.4M)

9% more funds holding

Funds holding: 114124 (+10)

1.14% less ownership

Funds ownership: 81.22%80.09% (-1.1%)

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
1.66%
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 Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$51.6M +$2.34M +120,781 +5%
Bank of America
2
Bank of America
North Carolina
$23.4M +$2.82M +145,446 +14%
AP
3
Atwood & Palmer
Missouri
$22.2M +$966K +49,918 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.3M +$1.42M +73,530 +13%
WIM
5
Waycross Investment Management
Washington
$10.7M -$80.3K -4,146 -0.8%
LPT
6
Legacy Private Trust
Wisconsin
$10.1M +$1.7M +87,755 +21%
Raymond James Financial
7
Raymond James Financial
Florida
$9.78M -$154K -7,935 -2%
TAM
8
Titleist Asset Management
Texas
$8.46M +$8.33M +430,498 New
SCA
9
Snowden Capital Advisors
New York
$8.42M +$7.24M +374,171 +689%
PA
10
Probity Advisors
Texas
$8.18M +$499K +25,800 +7%
TC
11
Trust Company
Kansas
$8.07M +$2.62M +135,217 +49%
CIM
12
Confluence Investment Management
Missouri
$7.77M -$80.6K -4,163 -1%
KF
13
Krilogy Financial
Missouri
$7.33M +$602K +31,077 +9%
SWM
14
Shelton Wealth Management
Texas
$7.23M +$7.12M +367,727 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.39M +$1.01M +52,194 +19%
DADC
16
D.A. Davidson & Co
Montana
$5.95M +$595K +30,715 +11%
UBS Group
17
UBS Group
Switzerland
$5.5M +$86.6K +4,472 +2%
LPL Financial
18
LPL Financial
California
$4.82M +$538K +27,783 +13%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.77M +$735K +37,989 +19%
CTC
20
Central Trust Company
Missouri
$4.61M +$1.62M +83,746 +56%
SWM
21
Stockman Wealth Management
Montana
$3.84M +$341K +17,609 +10%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.44M +$1.03M +53,045 +44%
AWP
23
Accretive Wealth Partners
New Jersey
$3.07M +$633K +32,693 +27%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.81M +$114K +5,867 +4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.63M +$251K +12,988 +11%