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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
4.12%
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
PIM
101
Penobscot Investment Management
Massachusetts
$3.45M +$600K +27,205 +21%
CPIA
102
Cornell Pochily Investment Advisors
New York
$3.44M +$1.67M +75,784 +93%
FFP
103
FourThought Financial Partners
Florida
$3.38M +$1.33M +60,258 +64%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$3.37M +$751K +34,047 +28%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$3.29M -$681K -30,880 -17%
SP
106
Stonebrook Private
Michigan
$3.29M +$115K +5,231 +4%
JWCA
107
J.W. Cole Advisors
Florida
$3.18M +$346K +15,684 +12%
ST
108
Spinnaker Trust
Maine
$2.92M +$1.27M +57,517 +76%
ACM
109
Arcataur Capital Management
Wisconsin
$2.92M +$467K +21,200 +19%
LF
110
LifePlan Financial
Minnesota
$2.84M +$160K +7,253 +6%
BFIM
111
Beese Fulmer Investment Management
Ohio
$2.83M +$430K +19,487 +18%
TCRG
112
Twin Cities Retirement Group
Minnesota
$2.74M +$210K +9,541 +8%
LWL
113
Leo Wealth LLC
Texas
$2.71M +$270K +12,227 +11%
VA
114
Valmark Advisers
Ohio
$2.68M +$381K +17,298 +16%
EWS
115
Evergreen Wealth Solutions
Pennsylvania
$2.65M +$712K +32,297 +36%
LWANC
116
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.59M +$392K +17,800 +18%
SRC
117
Shufro Rose & Co
New York
$2.53M +$2.55M +115,706 New
SFS
118
Sowell Financial Services
Arkansas
$2.52M +$698K +31,645 +38%
KTM
119
Keeler Thomas Management
Utah
$2.49M -$1.92M -87,264 -43%
CCWA
120
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.46M +$678K +30,745 +38%
BAM
121
Beaumont Asset Management
Texas
$2.44M +$915K +41,475 +59%
ABC
122
Associated Banc-Corp
Wisconsin
$2.39M +$229K +10,369 +11%
IW
123
Instrumental Wealth
Florida
$2.37M +$15K +682 +0.6%
Citadel Advisors
124
Citadel Advisors
Florida
$2.24M +$2.26M +102,410 New
RBC
125
Roble Belko & Company
Pennsylvania
$2.24M +$1.68M +75,978 +288%