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iShares iBonds Dec 2030 Term Corporate ETF

268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 34

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $1.47B → $1.6B (+$139M)

9% more funds holding

Funds holding: 246268 (+22)

1.67% less ownership

Funds ownership: 77.46%75.79% (-1.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
268
Holders Change
+22
Holders Change %
+8.94%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
34
Increased
159
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$14.2M +$158K +7,159 +1%
Ameriprise
27
Ameriprise
Minnesota
$13.1M -$11.4M -517,345 -47%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$13.1M +$87.4K +3,969 +0.7%
VVP
29
Venture Visionary Partners
Ohio
$12.5M -$12.3M -560,807 -50%
LPL Financial
30
LPL Financial
California
$11.3M +$868K +39,438 +8%
IF
31
Ironwood Financial
Arizona
$11M +$2.6M +118,000 +31%
PA
32
Probity Advisors
Texas
$9.88M +$473K +21,490 +5%
RWP
33
RWA Wealth Partners
Massachusetts
$9.57M +$286K +12,976 +3%
CFS
34
Commonwealth Financial Services
West Virginia
$9.34M +$281K +12,766 +3%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$9.23M +$694K +31,543 +8%
NG
36
Novem Group
New York
$9M +$8.94M +406,253 New
Citadel Advisors
37
Citadel Advisors
Florida
$8.97M +$5.27M +239,423 +145%
MWM
38
MinichMacGregor Wealth Management
New York
$8.8M +$63.4K +2,882 +0.7%
NA
39
Nestegg Advisors
New York
$8.79M -$429K -19,505 -5%
CWM
40
Centric Wealth Management
Illinois
$8.41M +$335K +15,219 +4%
LWM
41
Lyell Wealth Management
California
$8.24M +$855K +38,864 +12%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$8.1M +$211K +9,579 +3%
SCA
43
Snowden Capital Advisors
New York
$7.9M +$71.6K +3,254 +0.9%
BEI
44
Benjamin Edwards Inc
Missouri
$7.76M +$1.01M +45,821 +15%
E3F
45
Eight 31 Financial
Texas
$7.62M +$7.57M +344,137 New
GPA
46
Guidance Point Advisors
Massachusetts
$7.18M +$102K +4,644 +1%
FNT
47
First National Trust
Pennsylvania
$7.08M +$2.55M +115,863 +57%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$6.81M -$50.4M -2,290,110 -88%
JP Morgan Chase
49
JP Morgan Chase
New York
$6.74M +$4.15M +188,371 +162%
PWS
50
Peloton Wealth Strategists
Indiana
$6.56M +$160K +7,250 +3%