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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
SWMG
76
Signature Wealth Management Group
Georgia
$5.43M -$6.57K -298 -0.1%
IA
77
IFP Advisors
Florida
$5.42M +$443K +20,092 +9%
WCM
78
Windsor Capital Management
Arizona
$5.31M +$306K +13,892 +6%
4FG
79
4Thought Financial Group
New York
$5.23M -$17.4K -787 -0.3%
HW
80
Hancock Whitney
Mississippi
$5.22M +$295K +13,368 +6%
I
81
InvesTrust
Oklahoma
$5.02M +$3.92M +177,792 +346%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$4.73M -$307K -13,923 -6%
QFA
83
Quantum Financial Advisors
California
$4.65M +$1.13M +51,124 +32%
MW
84
Members Wealth
Pennsylvania
$4.53M +$273K +12,378 +6%
WPW
85
Winthrop Partners - WNY
New York
$4.51M +$200K +9,083 +5%
HFRG
86
Houlihan Financial Resource Group
Virginia
$4.48M +$159K +7,202 +4%
CPIG
87
Chicago Partners Investment Group
Illinois
$4.37M +$4.14M +187,960 +1,670%
VWMG
88
Virginia Wealth Management Group
Virginia
$4.36M -$32.4K -1,470 -0.7%
UCFA
89
United Capital Financial Advisors
Texas
$4.36M +$1.79M +81,389 +69%
RPC
90
Rossmore Private Capital
Connecticut
$4.14M +$246K +11,141 +6%
HA
91
Hamel Associates
New Jersey
$4.1M +$539K +24,432 +15%
BPA
92
Beacon Pointe Advisors
California
$4.04M +$776K +35,172 +24%
GAM
93
Gotham Asset Management
New York
$3.95M +$1.97M +89,367 +98%
RBC
94
Romano Brothers & Co
Illinois
$3.8M +$394K +17,881 +11%
Osaic Holdings
95
Osaic Holdings
Arizona
$3.79M +$497K +22,524 +15%
MA
96
MCF Advisors
Kentucky
$3.74M +$23.3K +1,056 +0.6%
SWP
97
Stratos Wealth Partners
Ohio
$3.73M +$1.46M +66,190 +63%
FBB
98
Fulton Breakefield Broenniman
Maryland
$3.63M +$247K +11,221 +7%
ATC
99
Adirondack Trust Company
New York
$3.59M +$684K +31,028 +23%
PWP
100
Precedent Wealth Partners
Texas
$3.55M +$144K +6,513 +4%