We are live on ! Find out more
IBDV icon

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
Bessemer Group
276
Bessemer Group
New Jersey
$239K +$241K +10,934 New
DWM
277
Diversify Wealth Management
Utah
$237K +$239K +10,856 New
Betterment LLC
278
Betterment LLC
New York
$217K +$218K +9,904 New
CAG
279
Csenge Advisory Group
Florida
$216K +$218K +9,885 New
SIAP
280
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$216K +$4.96K +225 +2%
SWP
281
Summit Wealth Partners
Florida
$215K
Barclays
282
Barclays
United Kingdom
$214K
BWL
283
Bogart Wealth LLC
Virginia
$213K +$64.6K +2,930 +43%
RSEWM
284
River's Edge Wealth Management
Pennsylvania
$212K +$212K +9,635 New
SC
285
Scotia Capital
Ontario, Canada
$208K
SPIA
286
Steward Partners Investment Advisory
New York
$207K +$55.1K +2,498 +36%
SPWG
287
Syntegra Private Wealth Group
Missouri
$206K
PL
288
Plancorp LLC
Missouri
$201K +$203K +9,190 New
BC
289
Barrett & Company
Rhode Island
$199K
PWA
290
Provenance Wealth Advisors
Florida
$178K
ATPW
291
Ashton Thomas Private Wealth
Arizona
$177K +$178K +8,086 New
BCPWM
292
Bradley & Co Private Wealth Management
Florida
$174K
TC
293
Trust Company
Kansas
$168K +$617 +28 +0.4%
JP Morgan Chase
294
JP Morgan Chase
New York
$162K +$130K +5,911 +390%
YDMI
295
Y.D. More Investments
Israel
$159K +$28.2K +1,280 +21%
HI
296
Harbour Investments
Wisconsin
$146K +$1.06K +48 +0.7%
SHIM
297
Stone House Investment Management
Pennsylvania
$126K
IWS
298
Intentional Wealth Strategies
Colorado
$125K +$126K +5,725 New
Fidelity Investments
299
Fidelity Investments
Massachusetts
$117K -$12.3K -559 -9%
JFG
300
JDM Financial Group
Texas
$107K -$32.1K -1,454 -23%