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iShares iBonds Dec 2034 Term Treasury ETF

53 hedge funds and large institutions have $165M invested in iShares iBonds Dec 2034 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $146M → $165M (+$19.1M)

4% more funds holding

Funds holding: 5153 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.34% less ownership

Funds ownership: 79.73%77.39% (-2.3%)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.64%
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
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
1
Atlantic Union Bankshares
Virginia
$32.9M +$8.13M +313,063 +33%
SL
2
Summitry LLC
California
$22.2M +$685K +26,352 +3%
CIM
3
Confluence Investment Management
Missouri
$18.5M +$1.91M +73,471 +11%
Stifel Financial
4
Stifel Financial
Missouri
$13.6M +$11.1M +427,185 +433%
BEI
5
Benjamin Edwards Inc
Missouri
$12.1M +$11.5M +441,311 +1,660%
DADC
6
D.A. Davidson & Co
Montana
$9.65M +$168K +6,470 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.94M +$2.04M +78,366 +29%
APW
8
Atlantic Private Wealth
North Carolina
$6.06M +$408K +15,687 +7%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.46M +$539K +20,745 +14%
Morgan Stanley
10
Morgan Stanley
New York
$4.06M +$4.08M +157,174 New
AWP
11
Accretive Wealth Partners
New Jersey
$3.32M +$108K +4,146 +3%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$3.12M +$532K +20,455 +20%
PA
13
Probity Advisors
Texas
$2.85M +$226K +8,686 +9%
HighTower Advisors
14
HighTower Advisors
Illinois
$2.67M -$51K -1,963 -2%
UCFA
15
United Capital Financial Advisors
Texas
$1.97M +$417K +16,065 +27%
KTM
16
Keeler Thomas Management
Utah
$1.65M +$36.4K +1,400 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.45M -$3.62M -139,376 -71%
RWP
18
Reliant Wealth Planning
Kentucky
$1.35M -$50.1K -1,928 -4%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1M +$543K +20,884 +116%
Bank of America
20
Bank of America
North Carolina
$1M +$278K +10,717 +38%
USCWA
21
U.S. Capital Wealth Advisors
Texas
$952K +$19.1K +735 +2%
LPL Financial
22
LPL Financial
California
$932K -$12M -460,517 -93%
Goldman Sachs
23
Goldman Sachs
New York
$866K -$16.6K -639 -2%
Raymond James Financial
24
Raymond James Financial
Florida
$766K +$61.9K +2,383 +9%
TRCT
25
Tower Research Capital (TRC)
New York
$763K -$1.56M -59,958 -67%