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iShares iBonds Dec 2030 Term Corporate ETF

314 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 194 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 34

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $1.6B → $2.12B (+$514M)

17% more funds holding

Funds holding: 268314 (+46)

3.06% more ownership

Funds ownership: 75.79%78.85% (+3.1%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.16%
New
59
Increased
194
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$364K +$365K +16,493 New
Bank of New York Mellon
227
Bank of New York Mellon
New York
$355K +$356K +16,077 New
SPWM
228
Straight Path Wealth Management
Michigan
$352K +$75.1K +3,395 +27%
CF
229
Cyr Financial
Illinois
$344K +$345K +15,602 New
GSEP
230
Golden State Equity Partners
California
$344K
MWA
231
Midland Wealth Advisors
Illinois
$339K +$125K +5,657 +58%
4WM
232
4J Wealth Management
Virginia
$335K +$2.21K +100 +0.7%
Comerica Bank
233
Comerica Bank
Texas
$329K +$19.8K +897 +6%
RSWA
234
Robinson Smith Wealth Advisors
Maine
$326K +$44.1K +1,996 +16%
PJSIMP
235
P.J. Schmidt Investment Management (PJS)
Wisconsin
$325K +$30.1K +1,359 +10%
PGAM
236
Princeton Global Asset Management
New Jersey
$322K +$202K +9,148 +168%
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
$321K +$321K +14,518 New
JBA
238
Johnson Bixby & Associates
Washington
$319K +$4.8K +217 +2%
BCV
239
Banque Cantonale Vaudoise
Switzerland
$308K -$15.9K -717 -5%
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$303K +$26.9K +1,215 +10%
AO
241
Advisor OS
Illinois
$303K +$303K +13,709 New
NL
242
NWAM LLC
Washington
$284K +$2.34K +106 +0.8%
EW
243
Element Wealth
Mississippi
$284K +$285K +12,886 New
TWC
244
TD Waterhouse Canada
Ontario, Canada
$283K +$287K +12,962 New
KNW
245
Kesler Norman & Wride
Utah
$282K +$15.4K +698 +6%
AWA
246
Arkadios Wealth Advisors
Georgia
$276K +$29.2K +1,322 +12%
AWP
247
Accretive Wealth Partners
New Jersey
$275K +$72K +3,258 +35%
HC
248
Hurley Capital
New York
$274K +$4.11K +186 +2%
HBT
249
Heartland Bank & Trust
Illinois
$273K +$274K +12,382 New
RSWM
250
Robertson Stephens Wealth Management
California
$271K +$272K +12,300 New