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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
AI
76
Atria Investments
North Carolina
$5.16M +$4.95M +223,981 +2,327%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$5.07M +$639K +28,911 +14%
WCM
78
Windsor Capital Management
Arizona
$5.04M +$199K +9,002 +4%
IA
79
IFP Advisors
Florida
$5.02M +$2.23M +100,822 +80%
HW
80
Hancock Whitney
Mississippi
$4.96M -$106K -4,794 -2%
NA
81
Nestegg Advisors
New York
$4.66M -$4.11M -185,951 -47%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$4.56M +$962K +43,489 +27%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$4.52M -$2.27M -102,498 -33%
VWMG
84
Virginia Wealth Management Group
Virginia
$4.43M +$4.44M +200,860 New
KTM
85
Keeler Thomas Management
Utah
$4.43M -$26K -1,174 -0.6%
HFRG
86
Houlihan Financial Resource Group
Virginia
$4.36M +$2.62M +118,298 +150%
WPW
87
Winthrop Partners - WNY
New York
$4.34M +$4.35M +196,868 New
MW
88
Members Wealth
Pennsylvania
$4.28M +$72K +3,256 +2%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$4.01M +$264K +11,956 +7%
RPC
90
Rossmore Private Capital
Connecticut
$3.93M +$1.23M +55,640 +45%
MA
91
MCF Advisors
Kentucky
$3.75M +$47.1K +2,129 +1%
HA
92
Hamel Associates
New Jersey
$3.6M +$1.18M +53,181 +48%
QFA
93
Quantum Financial Advisors
California
$3.56M +$605K +27,344 +20%
PWP
94
Precedent Wealth Partners
Texas
$3.44M +$209K +9,438 +6%
RBC
95
Romano Brothers & Co
Illinois
$3.44M +$1.07M +48,261 +45%
FBB
96
Fulton Breakefield Broenniman
Maryland
$3.41M +$91.7K +4,145 +3%
Osaic Holdings
97
Osaic Holdings
Arizona
$3.32M +$1.89M +85,541 +132%
BPA
98
Beacon Pointe Advisors
California
$3.3M +$196K +8,844 +6%
SP
99
Stonebrook Private
Michigan
$3.2M +$956K +43,230 +43%
ATC
100
Adirondack Trust Company
New York
$2.93M +$379K +17,145 +15%