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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
QFA
76
Quantum Financial Advisors
California
$2.97M +$507K +23,051 +21%
JWCA
77
J.W. Cole Advisors
Florida
$2.88M +$1.17M +53,077 +69%
IA
78
IFP Advisors
Florida
$2.81M -$157K -7,155 -5%
RPC
79
Rossmore Private Capital
Connecticut
$2.71M +$481K +21,846 +22%
LF
80
LifePlan Financial
Minnesota
$2.65M +$734K +33,332 +39%
ATC
81
Adirondack Trust Company
New York
$2.56M +$227K +10,318 +10%
ACM
82
Arcataur Capital Management
Wisconsin
$2.5M
LWL
83
Leo Wealth LLC
Texas
$2.44M +$864K +39,252 +55%
HA
84
Hamel Associates
New Jersey
$2.43M -$61.7K -2,805 -2%
Mariner
85
Mariner
Kansas
$2.4M +$304K +13,810 +15%
GRP
86
Global Retirement Partners
California
$2.39M +$383K +17,381 +19%
WI
87
WrapManager Inc
California
$2.39M -$1.17M -52,960 -33%
RBC
88
Romano Brothers & Co
Illinois
$2.38M +$1.68M +76,404 +246%
SP
89
Stonebrook Private
Michigan
$2.25M +$31K +1,407 +1%
IW
90
Instrumental Wealth
Florida
$2.15M +$101K +4,593 +5%
WA
91
Wealthstar Advisors
Texas
$2.02M +$4.69K +213 +0.2%
LWANC
92
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.01M +$213K +9,700 +12%
PIM
93
Penobscot Investment Management
Massachusetts
$2.01M +$269K +12,200 +16%
ABC
94
Associated Banc-Corp
Wisconsin
$2.01M +$115K +5,228 +6%
EWS
95
Evergreen Wealth Solutions
Pennsylvania
$1.96M +$16K +729 +0.8%
BlackRock
96
BlackRock
New York
$1.93M +$100K +4,549 +6%
MWM
97
Meridian Wealth Management
Kentucky
$1.91M +$315K +14,322 +20%
SWM
98
Segment Wealth Management
Texas
$1.9M +$80.6K +3,660 +4%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$1.9M +$654K +29,724 +53%
CCWA
100
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.83M +$715K +32,476 +65%