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iShares iBonds Dec 2030 Term Corporate ETF

308 hedge funds and large institutions have $2.1B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
LF
101
LifePlan Financial
Minnesota
$2.7M
Jones Financial Companies
102
Jones Financial Companies
Missouri
$2.67M
UCFA
103
United Capital Financial Advisors
Texas
$2.61M
TCRG
104
Twin Cities Retirement Group
Minnesota
$2.55M
GRP
105
Global Retirement Partners
California
$2.51M
ACM
106
Arcataur Capital Management
Wisconsin
$2.48M
LWL
107
Leo Wealth LLC
Texas
$2.46M
BFIM
108
Beese Fulmer Investment Management
Ohio
$2.42M
IW
109
Instrumental Wealth
Florida
$2.39M
VA
110
Valmark Advisers
Ohio
$2.32M
SWP
111
Stratos Wealth Partners
Ohio
$2.3M
LWANC
112
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.23M
ABC
113
Associated Banc-Corp
Wisconsin
$2.18M
FFP
114
FourThought Financial Partners
Florida
$2.07M
GMFG
115
Greater Midwest Financial Group
Minnesota
$2.06M
GAM
116
Gotham Asset Management
New York
$2.01M
MWM
117
Meridian Wealth Management
Kentucky
$2.01M
EWS
118
Evergreen Wealth Solutions
Pennsylvania
$1.96M
LFASL
119
Lugano Financial Advisors SA (LFA)
Switzerland
$1.94M
WI
120
WrapManager Inc
California
$1.94M
SWM
121
Segment Wealth Management
Texas
$1.92M
SFS
122
Sowell Financial Services
Arkansas
$1.84M
RCA
123
Resonant Capital Advisors
Wisconsin
$1.81M
WA
124
Wealthstar Advisors
Texas
$1.81M
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M