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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
CTC
51
Central Trust Company
Missouri
$6.49M +$477K +21,680 +8%
PA
52
Parallel Advisors
California
$6.1M +$217K +9,878 +4%
Lido Advisors
53
Lido Advisors
California
$6M +$66.8K +3,035 +1%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$5.94M +$800K +36,337 +16%
AUB
55
Atlantic Union Bankshares
Virginia
$5.86M +$84.5K +3,840 +1%
PWM
56
Praetorian Wealth Management
California
$5.66M +$180K +8,176 +3%
GT
57
Glenview Trust
Kentucky
$5.59M +$1.28M +58,089 +30%
SWMG
58
Signature Wealth Management Group
Georgia
$5.52M -$17.8K -808 -0.3%
WMWM
59
Wilkins Miller Wealth Management
Alabama
$5.45M +$17.7K +803 +0.3%
DSA
60
Droms Strauss Advisors
Missouri
$5.2M +$521K +23,660 +11%
KF
61
Krilogy Financial
Missouri
$5.19M +$729K +33,129 +16%
HW
62
Hancock Whitney
Mississippi
$5.09M +$369K +16,762 +8%
4FG
63
4Thought Financial Group
New York
$5.05M +$147K +6,697 +3%
WCM
64
Windsor Capital Management
Arizona
$4.86M +$2.23M +101,140 +85%
LIA
65
LBMC Investment Advisors
Tennessee
$4.75M +$7.92K +360 +0.2%
KTM
66
Keeler Thomas Management
Utah
$4.47M +$20.7K +942 +0.5%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$4.45M +$1.54M +70,076 +54%
MW
68
Members Wealth
Pennsylvania
$4.22M +$4.2M +190,624 New
KAS
69
Kestra Advisory Services
Texas
$4.06M +$554K +25,152 +16%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$3.75M +$281K +12,772 +8%
MA
71
MCF Advisors
Kentucky
$3.72M +$35.2K +1,600 +1%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$3.61M +$236K +10,727 +7%
FBB
73
Fulton Breakefield Broenniman
Maryland
$3.33M +$242K +11,017 +8%
PWP
74
Precedent Wealth Partners
Texas
$3.24M +$138K +6,265 +4%
BPA
75
Beacon Pointe Advisors
California
$3.12M -$66.2K -3,008 -2%