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iShares iBonds Dec 2030 Term Corporate ETF

335 hedge funds and large institutions have $2.33B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 213 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 45

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$213M)

7% more funds holding

Funds holding: 314335 (+21)

1.18% less ownership

Funds ownership: 78.85%77.67% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
335
Holders Change
+21
Holders Change %
+6.69%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
41
Increased
213
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$22.7M +$3.98M +180,537 +21%
ACM
27
Advisors Capital Management
New Jersey
$21.4M +$713K +32,328 +3%
MCM
28
MV Capital Management
Maryland
$20.1M +$1.86M +84,220 +10%
HCM
29
Howland Capital Management
Massachusetts
$19.3M +$1.65M +74,625 +9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$15.7M +$455K +20,613 +3%
EWA
31
EP Wealth Advisors
California
$15.6M -$196K -8,906 -1%
AF
32
Arrow Financial
New York
$15M +$392K +17,786 +3%
Mariner
33
Mariner
Kansas
$14.4M +$886K +40,197 +7%
BlackRock
34
BlackRock
New York
$14.3M +$5.37M +243,588 +60%
KAS
35
Kestra Advisory Services
Texas
$14.2M +$3.84M +174,132 +37%
Ameriprise
36
Ameriprise
Minnesota
$14.1M +$1.02M +46,200 +8%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$13.6M +$389K +17,629 +3%
PPWM
38
PFG Private Wealth Management
Florida
$13.6M +$763K +34,610 +6%
FNT
39
First National Trust
Pennsylvania
$12.9M +$3.06M +138,763 +31%
IF
40
Ironwood Financial
Arizona
$12.2M +$499K +22,638 +4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$11.9M +$2M +90,623 +20%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$11.5M +$11.6M +523,836 New
PA
43
Probity Advisors
Texas
$11.4M +$1.17M +53,065 +11%
CTC
44
Central Trust Company
Missouri
$11M +$1.44M +65,116 +15%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$10.6M +$414K +18,767 +4%
GT
46
Glenview Trust
Kentucky
$10.5M +$3.5M +158,583 +49%
R
47
Rebalance
California
$10.5M +$411K +18,633 +4%
CFS
48
Commonwealth Financial Services
West Virginia
$10.3M +$700K +31,748 +7%
LWM
49
Lyell Wealth Management
California
$10.2M +$331K +15,011 +3%
PWM
50
Parkway Wealth Management
Texas
$10.1M +$974K +44,181 +11%