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iShares iBonds Dec 2034 Term Treasury ETF

51 hedge funds and large institutions have $146M invested in iShares iBonds Dec 2034 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $106M → $146M (+$39.3M)

11% more funds holding

Funds holding: 4651 (+5)

4.49% more ownership

Funds ownership: 75.24%79.73% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
28
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
1
Atlantic Union Bankshares
Virginia
$24.9M +$4.39M +170,852 +22%
SL
2
Summitry LLC
California
$21.6M +$21.4M +832,967 New
CIM
3
Confluence Investment Management
Missouri
$16.7M -$422K -16,439 -2%
LPL Financial
4
LPL Financial
California
$12.9M +$2M +78,050 +19%
DADC
5
D.A. Davidson & Co
Montana
$9.52M +$1.21M +46,982 +15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.94M +$311K +12,114 +5%
APW
7
Atlantic Private Wealth
North Carolina
$5.68M +$1.1M +42,927 +24%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$5.07M -$19.3K -750 -0.4%
KAS
9
Kestra Advisory Services
Texas
$4.91M -$103K -3,997 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.94M +$156K +6,073 +4%
AWP
11
Accretive Wealth Partners
New Jersey
$3.23M +$79.6K +3,103 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.73M +$270K +10,537 +11%
PA
13
Probity Advisors
Texas
$2.64M +$283K +11,024 +12%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$2.6M +$2.58M +100,410 New
Stifel Financial
15
Stifel Financial
Missouri
$2.56M +$47.1K +1,837 +2%
TRCT
16
Tower Research Capital (TRC)
New York
$2.32M +$2.3M +89,511 New
KTM
17
Keeler Thomas Management
Utah
$1.62M -$47.5K -1,850 -3%
UCFA
18
United Capital Financial Advisors
Texas
$1.56M +$470K +18,300 +44%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.56M +$360K +14,041 +31%
RWP
20
Reliant Wealth Planning
Kentucky
$1.41M
USCWA
21
U.S. Capital Wealth Advisors
Texas
$936K +$33.4K +1,302 +4%
KF
22
Krilogy Financial
Missouri
$914K -$84.6K -3,297 -9%
Goldman Sachs
23
Goldman Sachs
New York
$886K +$16.4K +639 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$786K +$778K +30,321 New
Bank of America
25
Bank of America
North Carolina
$727K +$232K +9,057 +48%