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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
1WM
251
1900 Wealth Management
Texas
$342K +$344K +15,609 New
MC
252
Moors & Cabot
Massachusetts
$341K +$83.3K +3,777 +32%
KNW
253
Kesler Norman & Wride
Utah
$339K +$59.5K +2,700 +21%
FAL
254
Focused Alpha LLC
Colorado
$339K +$102K +4,648 +43%
EW
255
Element Wealth
Mississippi
$335K +$53.5K +2,428 +19%
PJSIMP
256
P.J. Schmidt Investment Management (PJS)
Wisconsin
$322K
RSWA
257
Robinson Smith Wealth Advisors
Maine
$320K -$3.7K -168 -1%
JBA
258
Johnson Bixby & Associates
Washington
$319K +$2.38K +108 +0.7%
TWC
259
TD Waterhouse Canada
Ontario, Canada
$314K +$32.1K +1,457 +11%
CF
260
Cyr Financial
Illinois
$312K -$29.8K -1,352 -9%
TFS
261
Thoroughbred Financial Services
Tennessee
$309K -$141K -6,416 -31%
AWM
262
Apollon Wealth Management
South Carolina
$307K -$24.5M -1,113,049 -99%
PMG
263
ProVise Management Group
Florida
$300K +$302K +13,690 New
MB
264
MidFirst Bank
Oklahoma
$296K +$152K +6,900 +104%
AWE
265
Avidian Wealth Enterprises
Texas
$294K +$296K +13,441 New
AO
266
Advisor OS
Illinois
$286K -$14.6K -661 -5%
NL
267
NWAM LLC
Washington
$283K +$1.52K +69 +0.5%
HC
268
Hurley Capital
New York
$274K +$2.03K +92 +0.7%
Cerity Partners
269
Cerity Partners
New York
$273K +$275K +12,494 New
RSWM
270
Robertson Stephens Wealth Management
California
$269K
AGP
271
Autumn Glory Partners
Texas
$267K +$269K +12,197 New
SVWA
272
Sarver Vrooman Wealth Advisors
Missouri
$261K +$21.1K +956 +9%
VWM
273
Valley Wealth Managers
New Jersey
$258K +$160K +7,251 +160%
AA
274
Addison Advisors
Vermont
$251K +$5.4K +245 +2%
S
275
SignatureFD
Georgia
$243K +$105K +4,760 +75%