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iShares iBonds Dec 2030 Term Corporate ETF

218 hedge funds and large institutions have $1.35B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 134 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
2.96%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
27
Increased
134
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
101
Meridian Wealth Management
Kentucky
$1.42M +$271K +12,464 +24%
FBB
102
Fulton Breakefield Broenniman
Maryland
$1.42M +$621K +28,577 +78%
MIH
103
Meitav Investment House
Israel
$1.39M -$98.8K -4,553 -7%
CTWM
104
Cherry Tree Wealth Management
Minnesota
$1.36M +$99.8K +4,595 +8%
LF
105
LifePlan Financial
Minnesota
$1.35M +$486K +22,363 +56%
CTA
106
Chesley Taft & Associates
Illinois
$1.29M +$139K +6,400 +12%
ACS
107
Archford Capital Strategies
Illinois
$1.25M -$36.1K -1,661 -3%
LFASL
108
Lugano Financial Advisors SA (LFA)
Switzerland
$1.23M +$787K +36,240 +176%
CCWA
109
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.2M +$74.7K +3,440 +7%
LHC
110
Little House Capital
Massachusetts
$1.14M +$15K +690 +1%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$1.08M +$422K +19,439 +65%
LWL
112
Leo Wealth LLC
Texas
$1.07M +$139K +6,416 +15%
BAM
113
Beaumont Asset Management
Texas
$1.07M +$1.07M +49,150 New
RW
114
REDW Wealth
New Mexico
$1.06M -$20.4K -941 -2%
NC
115
NovaPoint Capital
Georgia
$1.06M +$19.4K +891 +2%
BFG
116
Beacon Financial Group
Texas
$1.05M +$54.8K +2,523 +6%
CWM
117
Centricity Wealth Management
Ohio
$995K +$24.3K +1,120 +3%
RPC
118
Rossmore Private Capital
Connecticut
$974K +$974K +44,850 New
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$964K +$39.4K +1,812 +4%
FNB
120
Farmers National Bank
Kentucky
$950K +$19.1K +879 +2%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$903K +$517K +23,813 +134%
PAG
122
Private Advisor Group
New Jersey
$890K +$43.1K +1,986 +5%
MBT
123
Montecito Bank & Trust
California
$890K +$7.02K +323 +0.8%
SWP
124
Stratos Wealth Partners
Ohio
$889K +$21.3K +982 +2%
ST
125
Spinnaker Trust
Maine
$876K +$546K +25,145 +166%