We are live on ! Find out more
IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF

314 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 194 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 34

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $1.6B → $2.12B (+$514M)

17% more funds holding

Funds holding: 268314 (+46)

3.06% more ownership

Funds ownership: 75.79%78.85% (+3.1%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.16%
New
59
Increased
194
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$18.9M +$7.66M +346,453 +68%
MCM
27
MV Capital Management
Maryland
$18.4M +$836K +37,787 +5%
HCM
28
Howland Capital Management
Massachusetts
$17.8M +$2.54M +114,871 +17%
EWA
29
EP Wealth Advisors
California
$15.9M +$16M +722,666 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$15.4M +$1.17M +52,768 +8%
AF
31
Arrow Financial
New York
$14.7M +$512K +23,165 +4%
Mariner
32
Mariner
Kansas
$13.6M +$11.2M +507,491 +468%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$13.4M +$281K +12,712 +2%
Ameriprise
34
Ameriprise
Minnesota
$13.2M +$144K +6,523 +1%
PPWM
35
PFG Private Wealth Management
Florida
$12.9M +$13M +586,432 New
VVP
36
Venture Visionary Partners
Ohio
$12.6M +$125K +5,652 +1%
IF
37
Ironwood Financial
Arizona
$11.8M +$819K +37,048 +7%
KAS
38
Kestra Advisory Services
Texas
$10.5M +$6.47M +292,546 +160%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$10.3M +$9.44M +426,739 +1,051%
PA
40
Probity Advisors
Texas
$10.3M +$444K +20,079 +5%
R
41
Rebalance
California
$10.1M +$10.2M +459,388 New
BEI
42
Benjamin Edwards Inc
Missouri
$10M +$2.29M +103,725 +30%
LWM
43
Lyell Wealth Management
California
$10M +$1.79M +80,761 +22%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$9.96M +$758K +34,296 +8%
FNT
45
First National Trust
Pennsylvania
$9.94M +$2.89M +130,672 +41%
CFS
46
Commonwealth Financial Services
West Virginia
$9.69M +$385K +17,404 +4%
SCA
47
Snowden Capital Advisors
New York
$9.67M +$1.8M +81,328 +23%
CTC
48
Central Trust Company
Missouri
$9.63M +$3.17M +143,265 +49%
RWP
49
RWA Wealth Partners
Massachusetts
$9.55M +$15K +680 +0.2%
NG
50
Novem Group
New York
$9.42M +$458K +20,696 +5%