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iShares iBonds Dec 2030 Term Corporate ETF

260 hedge funds and large institutions have $1.58B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 154 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
101
Houlihan Financial Resource Group
Virginia
$1.75M
DWM
102
Drive Wealth Management
Utah
$1.7M
VA
103
Valmark Advisers
Ohio
$1.69M
CCM
104
Coldstream Capital Management
Washington
$1.67M
LFASL
105
Lugano Financial Advisors SA (LFA)
Switzerland
$1.66M
PSIWM
106
Paradigm Strategies in Wealth Management
Minnesota
$1.64M
HPC
107
HM Payson & Co
Maine
$1.61M
BFG
108
Beacon Financial Group
Texas
$1.59M
RCA
109
Resonant Capital Advisors
Wisconsin
$1.58M
CWM
110
Cabot Wealth Management
Massachusetts
$1.58M
CTWM
111
Cherry Tree Wealth Management
Minnesota
$1.53M
Osaic Holdings
112
Osaic Holdings
Arizona
$1.44M
CTA
113
Chesley Taft & Associates
Illinois
$1.42M
ST
114
Spinnaker Trust
Maine
$1.34M
MIH
115
Meitav Investment House
Israel
$1.23M
ACS
116
Archford Capital Strategies
Illinois
$1.23M
BAM
117
Beaumont Asset Management
Texas
$1.22M
OC
118
Oppenheimer & Co
New York
$1.2M
CPIA
119
Cornell Pochily Investment Advisors
New York
$1.2M
LHC
120
Little House Capital
Massachusetts
$1.19M
SWA
121
Sax Wealth Advisors
New Jersey
$1.16M
NC
122
NovaPoint Capital
Georgia
$1.15M
MMA
123
Miracle Mile Advisors
California
$1.15M
FCH
124
Freestone Capital Holdings
Washington
$1.12M
CBT
125
Crews Bank & Trust
Florida
$1.12M