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iShares iBonds Dec 2030 Term Corporate ETF

335 hedge funds and large institutions have $2.33B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 213 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 45

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$213M)

7% more funds holding

Funds holding: 314335 (+21)

1.18% less ownership

Funds ownership: 78.85%77.67% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
335
Holders Change
+21
Holders Change %
+6.69%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
41
Increased
213
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Prosperity Planning
Missouri
$449K
CSP
227
Cary Street Partners
Virginia
$444K
MML Investors Services
228
MML Investors Services
Massachusetts
$434K -$49.5K -2,243 -10%
CT
229
Clearstead Trust
Maine
$428K
NGA
230
Naples Global Advisors
Florida
$426K +$18.9K +855 +5%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$415K +$399K +18,096 +2,131%
SQA
232
Simon Quick Advisors
New Jersey
$414K
CA
233
Clearstead Advisors
Ohio
$414K +$39.7K +1,800 +11%
Truist Financial
234
Truist Financial
North Carolina
$399K -$148K -6,692 -27%
ACM
235
Advance Capital Management
Michigan
$393K +$2.36K +107 +0.6%
HBT
236
Heartland Bank & Trust
Illinois
$387K +$117K +5,285 +43%
AT
237
American Trust
Kentucky
$379K
Baird Financial Group
238
Baird Financial Group
Wisconsin
$378K +$381K +17,272 New
MA
239
Mutual Advisors
Nebraska
$376K -$55.9K -2,534 -13%
BCV
240
Banque Cantonale Vaudoise
Switzerland
$374K +$69.5K +3,154 +23%
YWM
241
Yoder Wealth Management
California
$370K
FMWA
242
Forvis Mazars Wealth Advisors
Missouri
$361K
PGAM
243
Princeton Global Asset Management
New Jersey
$358K +$38.9K +1,762 +12%
MFWP
244
Mosaic Family Wealth Partners
Missouri
$356K +$144K +6,509 +67%
SPWM
245
Straight Path Wealth Management
Michigan
$349K
4WM
246
4J Wealth Management
Virginia
$348K +$15.9K +720 +5%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$348K +$47.9K +2,173 +16%
AWP
248
Accretive Wealth Partners
New Jersey
$346K +$74.2K +3,366 +27%
MWA
249
Midland Wealth Advisors
Illinois
$346K +$9.88K +448 +3%
WCP
250
Wick Capital Partners
Pennsylvania
$345K +$300K +13,604 New