IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF

243 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+25
Holders Change %
+11.47%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
38
Increased
131
Reduced
45
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
26
EP Wealth Advisors
California
$14.4M +$14.4M +653,952 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$14M +$384K +17,491 +3%
HCM
28
Howland Capital Management
Massachusetts
$13.7M +$1.34M +61,092 +11%
MLA
29
MB, Levis & Associates
Pennsylvania
$13.3M +$217K +9,890 +2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$12.9M -$362K -16,489 -3%
PPWM
31
PFG Private Wealth Management
Florida
$10.8M +$261K +11,874 +2%
LPL Financial
32
LPL Financial
California
$10.4M +$941K +42,824 +10%
PA
33
Probity Advisors
Texas
$9.33M +$468K +21,285 +5%
RWP
34
RWA Wealth Partners
Massachusetts
$9.22M +$18.7K +853 +0.2%
NA
35
Nestegg Advisors
New York
$9.15M +$932K +42,405 +11%
CFS
36
Commonwealth Financial Services
West Virginia
$8.99M -$95K -4,322 -1%
MWM
37
MinichMacGregor Wealth Management
New York
$8.67M -$26.3K -1,195 -0.3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$8.47M +$424K +19,301 +5%
IF
39
Ironwood Financial
Arizona
$8.21M
CWM
40
Centric Wealth Management
Illinois
$8M +$389K +17,720 +5%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$7.83M +$662K +30,117 +9%
SCA
42
Snowden Capital Advisors
New York
$7.77M -$13.3K -606 -0.2%
LWM
43
Lyell Wealth Management
California
$7.33M +$245K +11,154 +3%
Jane Street
44
Jane Street
New York
$7.25M +$1.53M +69,708 +27%
GPA
45
Guidance Point Advisors
Massachusetts
$7.03M +$11.8K +539 +0.2%
BEI
46
Benjamin Edwards Inc
Missouri
$6.7M -$21.6M -984,346 -76%
PWS
47
Peloton Wealth Strategists
Indiana
$6.35M +$341K +15,500 +6%
CTC
48
Central Trust Company
Missouri
$5.97M +$780K +35,490 +15%
Lido Advisors
49
Lido Advisors
California
$5.89M -$126K -5,724 -2%
PA
50
Parallel Advisors
California
$5.84M +$533K +24,228 +10%