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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
Wells Fargo
1
Wells Fargo
California
$62.6M +$7.74M +388,865 +14%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$35.9M +$12.5M +625,992 +53%
Bank of America
3
Bank of America
North Carolina
$33.9M +$5.22M +262,464 +18%
TAM
4
Titleist Asset Management
Texas
$23M +$1.99M +100,157 +9%
UCFA
5
United Capital Financial Advisors
Texas
$18.3M +$13.7M +689,708 +294%
DADC
6
D.A. Davidson & Co
Montana
$17.5M +$744K +37,413 +4%
JAG
7
Journey Advisory Group
Kentucky
$16.2M +$11M +550,443 +206%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$15.6M +$14.9M +748,622 +1,971%
MML Investors Services
9
MML Investors Services
Massachusetts
$14.9M +$14.2M +714,298 +2,078%
Raymond James Financial
10
Raymond James Financial
Florida
$14.5M -$4.18M -209,911 -22%
MA
11
MKT Advisors
California
$13M +$13M +652,674 New
WMS
12
Wealth Management Strategies
Pennsylvania
$12.8M +$12.8M +642,500 New
UBS Group
13
UBS Group
Switzerland
$11.6M +$5.69M +285,982 +95%
LPT
14
Legacy Private Trust
Wisconsin
$11.6M +$964K +48,429 +9%
E3F
15
Eight 31 Financial
Texas
$10.1M +$416K +20,913 +4%
WIM
16
Waycross Investment Management
Washington
$10.1M +$110K +5,542 +1%
PA
17
Probity Advisors
Texas
$9.66M -$1.07M -53,888 -10%
TC
18
Trust Company
Kansas
$9.5M +$1.99K +100 +0%
NA
19
NewEdge Advisors
Louisiana
$9.31M +$962K +48,327 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.9M -$2.07M -103,909 -19%
SCA
21
Snowden Capital Advisors
New York
$8.88M +$292K +14,655 +3%
SWM
22
Shelton Wealth Management
Texas
$8.73M +$530K +26,614 +6%
KF
23
Krilogy Financial
Missouri
$8.62M +$321K +16,123 +4%
CIM
24
Confluence Investment Management
Missouri
$7.24M -$395K -19,836 -5%
BlackRock
25
BlackRock
New York
$6.36M +$2.53M +127,250 +66%