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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
HNW
301
High Note Wealth
Minnesota
$104K +$79.6K +3,610 +319%
CFO
302
CVA Family Office
Colorado
$99.9K
AA
303
Ancora Advisors
Ohio
$89.8K
PFM
304
Phillips Financial Management
Indiana
$88.6K
BOJHT
305
Bank of Jackson Hole Trust
Wyoming
$86K
AWM
306
AE Wealth Management
Kansas
$85.5K -$7.96K -361 -8%
TC
307
Truvestments Capital
Florida
$79.5K +$80.1K +3,634 New
CB
308
CNB Bank
Pennsylvania
$78.6K -$375 -17 -0.5%
National Bank of Canada
309
National Bank of Canada
Quebec, Canada
$74.8K +$2.87K +130 +4%
TAM
310
Townsend Asset Management
North Carolina
$74.5K +$75.1K +3,406 New
MGI
311
Miller Global Investments
Texas
$60.3K +$60.7K +2,755 New
WSFS
312
Wilmington Savings Fund Society
Delaware
$54.7K
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$54.5K +$40.4K +1,830 +277%
PAI
314
Pittenger & Anderson Inc
Nebraska
$54.4K +$54.8K +2,485 New
PWA
315
Physician Wealth Advisors
Utah
$54.1K
UCB
316
United Community Bank
South Carolina
$48.6K +$49K +2,220 New
BCWM
317
Bartlett & Co Wealth Management
Ohio
$43.7K
CCWM
318
Cassaday & Co Wealth Management
Virginia
$42.2K +$42.6K +1,930 New
NF
319
Napier Financial
Massachusetts
$33.2K +$33.5K +1,517 New
BA
320
Ballast Advisors
Minnesota
$30.2K +$30.4K +1,379 New
PTC
321
Private Trust Company
Ohio
$29.4K
CT
322
Coastline Trust
Rhode Island
$28.8K
CAL
323
Capital Analysts LLC
Pennsylvania
$27K
EB
324
Eastern Bank
Massachusetts
$25.2K +$2.76K +125 +12%
BF
325
BOK Financial
Oklahoma
$25.1K -$42.9K -1,945 -63%