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iShares iBonds Dec 2030 Term Corporate ETF

243 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 6 closing their positions.

Holders
243
Holders Change
+25
Holders Change %
+11.47%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
38
Increased
131
Reduced
45
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$114M 5,197,575 +313,617 +6%
Bank of America
2
Bank of America
North Carolina
$103M 4,681,615 +140,080 +3%
LWANC
3
Laurel Wealth Advisors (North Carolina)
North Carolina
$81.3M 1,785,875 +1,711,425 +2,299%
CIA
4
Capital Investment Advisors
Georgia
$75.6M 3,439,530 +289,591 +9%
CAI
5
Capital Advisors Inc
Oklahoma
$61.8M 2,813,280 +137,553 +5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$61M 2,775,216 +2,601,621 +1,499%
Morgan Stanley
7
Morgan Stanley
New York
$57.4M 2,610,653 +232,670 +10%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$57.1M 2,597,444 +2,251,694 +651%
Wells Fargo
9
Wells Fargo
California
$56M 2,548,211 +146,700 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$47M 2,136,930 -485,082 -19%
HighTower Advisors
11
HighTower Advisors
Illinois
$43.6M 1,981,759 +56,528 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$43.2M 1,963,714 +102,127 +5%
SIC
13
Sigma Investment Counselors
Michigan
$34.4M 1,565,293 +40,463 +3%
KA
14
Klingman & Associates
New York
$29.4M 1,338,959 +26,161 +2%
UBS Group
15
UBS Group
Switzerland
$26.8M 1,220,356 +12,520 +1%
US Bancorp
16
US Bancorp
Minnesota
$25.8M 1,172,073 +12,838 +1%
VVP
17
Venture Visionary Partners
Ohio
$24.7M 1,123,205 +155,150 +16%
Ameriprise
18
Ameriprise
Minnesota
$24.4M 1,110,775 -883,129 -44%
AWM
19
Apollon Wealth Management
South Carolina
$22.9M 1,041,818 +10,750 +1%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$19.6M 892,440 +134,842 +18%
Stifel Financial
21
Stifel Financial
Missouri
$18.4M 838,955 -1,026,967 -55%
ACM
22
Advisors Capital Management
New Jersey
$18.4M 837,621 +51,757 +7%
MCM
23
MV Capital Management
Maryland
$16.4M 744,116 +10,489 +1%
NA
24
NewEdge Advisors
Louisiana
$15.1M 688,608 -58,738 -8%
AF
25
Arrow Financial
New York
$14.5M 658,115 -6,109 -0.9%