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iShares iBonds Dec 2030 Term Treasury ETF
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Overview Fund Activity

130 hedge funds and large institutions have $364M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 74 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
74
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
Titleist Asset Management
Texas
$20.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.9M
4
DADC
D.A. Davidson & Co
Montana
$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.6M

Top Sellers

1
AP
Atwood & Palmer
Missouri
$1.97M
2
Raymond James Financial
Raymond James Financial
Florida
$7.98M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
APW
Atlantic Private Wealth
North Carolina
$786K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$53.4M +$1.3M +65,719 +3%
Bank of America
2
Bank of America
North Carolina
$27.4M +$3.71M +187,004 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.9M +$10.4M +525,182 +84%
TAM
4
Titleist Asset Management
Texas
$20.4M +$11.9M +599,331 +139%
DADC
5
D.A. Davidson & Co
Montana
$14.8M +$8.8M +443,397 +147%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$12.7M +$11.4M +574,655 +886%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.6M +$5.12M +257,961 +79%
WIM
8
Waycross Investment Management
Washington
$10.8M +$19.4K +976 +0.2%
LPT
9
Legacy Private Trust
Wisconsin
$10.2M +$49.4K +2,490 +0.5%
PA
10
Probity Advisors
Texas
$8.64M +$378K +19,042 +5%
SCA
11
Snowden Capital Advisors
New York
$8.48M -$21.2K -1,069 -0.2%
TC
12
Trust Company
Kansas
$8.12M -$16.9K -853 -0.2%
Raymond James Financial
13
Raymond James Financial
Florida
$7.98M -$1.9M -95,530 -19%
CIM
14
Confluence Investment Management
Missouri
$7.81M -$38.8K -1,957 -0.5%
SWM
15
Shelton Wealth Management
Texas
$7.65M +$356K +17,957 +5%
KF
16
Krilogy Financial
Missouri
$7.39M -$6.09K -307 -0.1%
UBS Group
17
UBS Group
Switzerland
$5.57M +$10.6K +532 +0.2%
CTC
18
Central Trust Company
Missouri
$5.06M +$415K +20,923 +9%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.03M +$217K +10,940 +5%
BlackRock
20
BlackRock
New York
$4.25M +$4.25M +214,153 New
SWM
21
Stockman Wealth Management
Montana
$4.14M +$266K +13,399 +7%
LPL Financial
22
LPL Financial
California
$4.04M -$818K -41,236 -17%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.64M +$204K +10,399 +6%
JAG
24
Journey Advisory Group
Kentucky
$3.28M +$2.13M +107,487 +187%
AWP
25
Accretive Wealth Partners
New Jersey
$3.24M +$149K +7,500 +5%
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