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iShares iBonds Dec 2030 Term Treasury ETF

146 hedge funds and large institutions have $421M invested in iShares iBonds Dec 2030 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

332% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $364M → $421M (+$56.1M)

12% more funds holding

Funds holding: 130146 (+16)

3.66% less ownership

Funds ownership: 82.12%78.46% (-3.7%)

Holders
146
Holders Change
+16
Holders Change %
+12.31%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
82
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$55M +$1.51M +76,202 +3%
Bank of America
2
Bank of America
North Carolina
$28.8M +$1.35M +68,057 +5%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$23.5M +$10.8M +543,599 +85%
TAM
4
Titleist Asset Management
Texas
$21M +$564K +28,501 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$18.7M +$10.7M +539,679 +134%
DADC
6
D.A. Davidson & Co
Montana
$16.7M +$1.91M +96,597 +13%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$15.4M -$7.52M -379,884 -33%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11M -$607K -30,649 -5%
PA
9
Probity Advisors
Texas
$10.7M +$2.09M +105,526 +24%
LPT
10
Legacy Private Trust
Wisconsin
$10.6M +$395K +19,972 +4%
WIM
11
Waycross Investment Management
Washington
$9.98M -$825K -41,691 -8%
E3F
12
Eight 31 Financial
Texas
$9.74M +$8.09M +408,595 +501%
TC
13
Trust Company
Kansas
$9.52M +$1.37M +69,368 +17%
SCA
14
Snowden Capital Advisors
New York
$8.6M +$110K +5,555 +1%
NA
15
NewEdge Advisors
Louisiana
$8.36M +$8.18M +413,510 +5,624%
KF
16
Krilogy Financial
Missouri
$8.29M +$914K +46,205 +12%
SWM
17
Shelton Wealth Management
Texas
$8.21M +$543K +27,431 +7%
CIM
18
Confluence Investment Management
Missouri
$7.65M -$175K -8,831 -2%
UBS Group
19
UBS Group
Switzerland
$5.97M +$397K +20,074 +7%
JAG
20
Journey Advisory Group
Kentucky
$5.31M +$2.02M +101,985 +62%
CTC
21
Central Trust Company
Missouri
$5.25M +$176K +8,908 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$5.22M +$179K +9,031 +4%
Ameriprise
23
Ameriprise
Minnesota
$4.75M +$2.44M +123,261 +106%
UCFA
24
United Capital Financial Advisors
Texas
$4.66M +$1.84M +92,887 +66%
LPL Financial
25
LPL Financial
California
$4.63M +$575K +29,050 +14%