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iShares iBonds Dec 2030 Term Corporate ETF

218 hedge funds and large institutions have $1.35B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 134 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
2.96%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
27
Increased
134
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
76
Hamel Associates
New Jersey
$2.37M -$1.53M -70,464 -39%
WA
77
Wealthstar Advisors
Texas
$2.32M +$342K +15,755 +17%
SFB
78
STAR Financial Bank
Indiana
$2.3M +$1.93K +89 +0.1%
QFA
79
Quantum Financial Advisors
California
$2.28M +$268K +12,339 +13%
ACM
80
Arcataur Capital Management
Wisconsin
$2.23M +$2.23M +102,820 New
SP
81
Stonebrook Private
Michigan
$2.13M +$119K +5,470 +6%
Citadel Advisors
82
Citadel Advisors
Florida
$2.12M +$234K +10,779 +12%
EWS
83
Evergreen Wealth Solutions
Pennsylvania
$2.03M -$241K -11,090 -11%
Mariner
84
Mariner
Kansas
$2.02M -$2.5K -115 -0.1%
ATC
85
Adirondack Trust Company
New York
$1.99M +$273K +12,560 +16%
IW
86
Instrumental Wealth
Florida
$1.95M +$11.5K +529 +0.6%
SWM
87
Segment Wealth Management
Texas
$1.79M +$137K +6,290 +8%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$245K +11,272 +16%
ABC
89
Associated Banc-Corp
Wisconsin
$1.74M +$76.9K +3,542 +5%
DWM
90
Drive Wealth Management
Utah
$1.71M +$1.71M +78,731 New
Osaic Holdings
91
Osaic Holdings
Arizona
$1.7M -$340K -15,671 -17%
CCM
92
Coldstream Capital Management
Washington
$1.69M
Neuberger Berman Group
93
Neuberger Berman Group
New York
$1.67M
PSIWM
94
Paradigm Strategies in Wealth Management
Minnesota
$1.62M -$92.8K -4,271 -5%
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.62M +$324K +14,900 +25%
GMFG
96
Greater Midwest Financial Group
Minnesota
$1.56M -$220K -10,144 -12%
UCFA
97
United Capital Financial Advisors
Texas
$1.53M +$84.9K +3,910 +6%
PIM
98
Penobscot Investment Management
Massachusetts
$1.52M +$515K +23,700 +51%
VA
99
Valmark Advisers
Ohio
$1.44M +$353K +16,249 +33%
CWM
100
Cabot Wealth Management
Massachusetts
$1.43M +$69K +3,177 +5%