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iShares iBonds Dec 2030 Term Corporate ETF

268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 34

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $1.47B → $1.6B (+$139M)

9% more funds holding

Funds holding: 246268 (+22)

1.67% less ownership

Funds ownership: 77.46%75.79% (-1.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
268
Holders Change
+22
Holders Change %
+8.94%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
34
Increased
159
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCPWM
226
Bradley & Co Private Wealth Management
Florida
$205K
AWP
227
Accretive Wealth Partners
New Jersey
$204K
SVWA
228
Sarver Vrooman Wealth Advisors
Missouri
$203K -$836 -38 -0.4%
TC
229
Trust Company
Kansas
$169K
BBHC
230
Brown Brothers Harriman & Co
New York
$163K
SPIA
231
Steward Partners Investment Advisory
New York
$154K +$5.96K +271 +4%
KHC
232
Koesten Hirschmann & Crabtree
Kansas
$152K
HI
233
Harbour Investments
Wisconsin
$141K +$1.61K +73 +1%
JFG
234
JDM Financial Group
Texas
$141K +$140K +6,370 New
BWL
235
Bogart Wealth LLC
Virginia
$136K
S
236
SignatureFD
Georgia
$135K +$134K +6,077 New
SHIM
237
Stone House Investment Management
Pennsylvania
$127K
PGAM
238
Princeton Global Asset Management
New Jersey
$121K +$13.5K +612 +13%
BC
239
Barrett & Company
Rhode Island
$113K +$66K +3,000 +144%
CFO
240
CVA Family Office
Colorado
$101K
AA
241
Ancora Advisors
Ohio
$90.9K
PFM
242
Phillips Financial Management
Indiana
$89.7K
BOJHT
243
Bank of Jackson Hole Trust
Wyoming
$87K -$12.2K -555 -12%
CB
244
CNB Bank
Pennsylvania
$64.3K +$63.9K +2,905 New
PWA
245
Physician Wealth Advisors
Utah
$54.7K
UCB
246
United Community Bank
South Carolina
$50.3K
BCWM
247
Bartlett & Co Wealth Management
Ohio
$44.3K
PTC
248
Private Trust Company
Ohio
$31.5K
PS
249
Principal Securities
Iowa
$30.9K +$8.14K +370 +36%
VWM
250
Valley Wealth Managers
New Jersey
$29.5K