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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
MC
251
Moors & Cabot
Massachusetts
$260K +$47.5K +2,146 +22%
APW
252
Austin Private Wealth
Texas
$258K +$25.1K +1,133 +11%
VHAM
253
Van Hulzen Asset Management
California
$252K +$252K +11,401 New
AWM
254
Alterna Wealth Management
Texas
$249K +$250K +11,284 New
CPIG
255
Chicago Partners Investment Group
Illinois
$249K
AA
256
Addison Advisors
Vermont
$248K
GHA
257
Granite Harbor Advisors
Texas
$244K -$656K -29,680 -73%
SVWA
258
Sarver Vrooman Wealth Advisors
Missouri
$242K +$39.3K +1,778 +19%
CSIA
259
Conrad Siegel Investment Advisors
Pennsylvania
$241K +$241K +10,904 New
DAS
260
Diversify Advisory Services
Utah
$239K +$7.01K +317 +3%
FAL
261
Focused Alpha LLC
Colorado
$239K +$239K +10,819 New
SWP
262
Summit Wealth Partners
Florida
$216K
Barclays
263
Barclays
United Kingdom
$216K +$216K +9,789 New
MFWP
264
Mosaic Family Wealth Partners
Missouri
$216K +$3.23K +146 +2%
SIAP
265
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$213K +$214K +9,660 New
ML
266
MLP3 LLC
New Jersey
$210K +$210K +9,518 New
SC
267
Scotia Capital
Ontario, Canada
$210K
SPWG
268
Syntegra Private Wealth Group
Missouri
$208K
FFG
269
Frisch Financial Group
New York
$205K -$28.8K -1,302 -12%
BC
270
Barrett & Company
Rhode Island
$201K +$88.5K +4,000 +79%
PWA
271
Provenance Wealth Advisors
Florida
$180K -$289K -13,079 -62%
BCPWM
272
Bradley & Co Private Wealth Management
Florida
$176K -$28.7K -1,297 -14%
TC
273
Trust Company
Kansas
$168K +$22 +1 +0%
SPIA
274
Steward Partners Investment Advisory
New York
$153K
BWL
275
Bogart Wealth LLC
Virginia
$150K +$15K +678 +11%