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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
Holders Change %
% of All Funds
Holding in Top 10
10
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
MWM
101
Meridian Wealth Management
Kentucky
$1.42M
FBB
102
Fulton Breakefield Broenniman
Maryland
$1.42M
MIH
103
Meitav Investment House
Israel
$1.39M
CTWM
104
Cherry Tree Wealth Management
Minnesota
$1.36M
LF
105
LifePlan Financial
Minnesota
$1.35M
CTA
106
Chesley Taft & Associates
Illinois
$1.29M
ACS
107
Archford Capital Strategies
Illinois
$1.25M
LFASL
108
Lugano Financial Advisors SA (LFA)
Switzerland
$1.23M
CCWA
109
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.2M
LHC
110
Little House Capital
Massachusetts
$1.14M
Bank of New York Mellon
111
Bank of New York Mellon
New York
$1.08M
LWL
112
Leo Wealth LLC
Texas
$1.07M
BAM
113
Beaumont Asset Management
Texas
$1.07M
RW
114
REDW Wealth
New Mexico
$1.06M
NC
115
NovaPoint Capital
Georgia
$1.06M
BFG
116
Beacon Financial Group
Texas
$1.05M
CWM
117
Centricity Wealth Management
Ohio
$995K
RPC
118
Rossmore Private Capital
Connecticut
$974K
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$964K
FNB
120
Farmers National Bank
Kentucky
$950K
Jones Financial Companies
121
Jones Financial Companies
Missouri
$903K
PAG
122
Private Advisor Group
New Jersey
$890K
MBT
123
Montecito Bank & Trust
California
$890K
SWP
124
Stratos Wealth Partners
Ohio
$889K
ST
125
Spinnaker Trust
Maine
$876K