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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
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$13.1M
MLA
27
MB, Levis & Associates
Pennsylvania
$12.9M
HCM
28
Howland Capital Management
Massachusetts
$12.2M
PPWM
29
PFG Private Wealth Management
Florida
$10.4M
LPL Financial
30
LPL Financial
California
$9.31M
RWP
31
RWA Wealth Partners
Massachusetts
$9.09M
CFS
32
Commonwealth Financial Services
West Virginia
$8.98M
PA
33
Probity Advisors
Texas
$8.75M
MWM
34
MinichMacGregor Wealth Management
New York
$8.59M
IF
35
Ironwood Financial
Arizona
$8.21M
NA
36
Nestegg Advisors
New York
$8.12M
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$7.95M
SCA
38
Snowden Capital Advisors
New York
$7.69M
CWM
39
Centric Wealth Management
Illinois
$7.54M
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$7.51M
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$7.08M
LWM
42
Lyell Wealth Management
California
$7M
GPA
43
Guidance Point Advisors
Massachusetts
$6.93M
CIM
44
Confluence Investment Management
Missouri
$6.13M
PWS
45
Peloton Wealth Strategists
Indiana
$5.94M
Lido Advisors
46
Lido Advisors
California
$5.94M
Jane Street
47
Jane Street
New York
$5.65M
WMWM
48
Wilkins Miller Wealth Management
Alabama
$5.58M
SSB
49
Sandy Spring Bank
Maryland
$5.55M
SWMG
50
Signature Wealth Management Group
Georgia
$5.38M