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iShares iBonds Dec 2030 Term Corporate ETF

218 hedge funds and large institutions have $1.35B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 134 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
2.96%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
27
Increased
134
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$13.1M +$582K +26,815 +5%
MLA
27
MB, Levis & Associates
Pennsylvania
$12.9M +$85K +3,912 +0.7%
HCM
28
Howland Capital Management
Massachusetts
$12.2M +$3.28M +151,117 +37%
PPWM
29
PFG Private Wealth Management
Florida
$10.4M +$10.1M +464,105 +2,947%
LPL Financial
30
LPL Financial
California
$9.31M +$1.79M +82,621 +24%
RWP
31
RWA Wealth Partners
Massachusetts
$9.09M +$1.62M +74,578 +22%
CFS
32
Commonwealth Financial Services
West Virginia
$8.98M +$51.1K +2,354 +0.6%
PA
33
Probity Advisors
Texas
$8.75M +$563K +25,907 +7%
MWM
34
MinichMacGregor Wealth Management
New York
$8.59M +$498K +22,913 +6%
IF
35
Ironwood Financial
Arizona
$8.21M +$498K +22,908 +6%
NA
36
Nestegg Advisors
New York
$8.12M +$1.82M +83,819 +29%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$7.95M +$270K +12,443 +4%
SCA
38
Snowden Capital Advisors
New York
$7.69M +$7.33M +337,648 +2,063%
CWM
39
Centric Wealth Management
Illinois
$7.54M +$360K +16,580 +5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$7.51M -$4.41M -203,051 -37%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$7.08M +$1.06M +48,582 +18%
LWM
42
Lyell Wealth Management
California
$7M +$424K +19,535 +6%
GPA
43
Guidance Point Advisors
Massachusetts
$6.93M +$35.8K +1,648 +0.5%
CIM
44
Confluence Investment Management
Missouri
$6.13M +$6.13M +282,297 New
PWS
45
Peloton Wealth Strategists
Indiana
$5.94M +$791K +36,400 +15%
Lido Advisors
46
Lido Advisors
California
$5.94M -$2.25M -103,714 -27%
Jane Street
47
Jane Street
New York
$5.65M +$4.26M +195,949 +306%
WMWM
48
Wilkins Miller Wealth Management
Alabama
$5.58M -$104K -4,770 -2%
SSB
49
Sandy Spring Bank
Maryland
$5.55M +$229K +10,528 +4%
SWMG
50
Signature Wealth Management Group
Georgia
$5.38M +$154K +7,099 +3%