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iShares iBonds Dec 2030 Term Corporate ETF

243 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+25
Holders Change %
+11.47%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
38
Increased
131
Reduced
45
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
101
Coldstream Capital Management
Washington
$1.66M -$47.2K -2,148 -3%
MWM
102
Meridian Wealth Management
Kentucky
$1.58M +$145K +6,603 +10%
PSIWM
103
Paradigm Strategies in Wealth Management
Minnesota
$1.58M -$63K -2,865 -4%
LWL
104
Leo Wealth LLC
Texas
$1.56M +$479K +21,774 +44%
CTWM
105
Cherry Tree Wealth Management
Minnesota
$1.51M +$132K +6,023 +10%
CWM
106
Cabot Wealth Management
Massachusetts
$1.5M +$50K +2,275 +3%
CTA
107
Chesley Taft & Associates
Illinois
$1.38M +$72.5K +3,300 +6%
MIH
108
Meitav Investment House
Israel
$1.38M -$29K -1,322 -2%
LFASL
109
Lugano Financial Advisors SA (LFA)
Switzerland
$1.34M +$105K +4,800 +8%
CA
110
CGN Advisors
Kansas
$1.3M -$2.19M -99,776 -63%
OC
111
Oppenheimer & Co
New York
$1.26M +$459K +20,883 +57%
BFG
112
Beacon Financial Group
Texas
$1.25M +$188K +8,574 +18%
Jones Financial Companies
113
Jones Financial Companies
Missouri
$1.23M +$321K +14,636 +35%
ACS
114
Archford Capital Strategies
Illinois
$1.2M -$59.8K -2,722 -5%
WIC
115
Woodmont Investment Counsel
Tennessee
$1.18M +$1.18M +53,757 New
BAM
116
Beaumont Asset Management
Texas
$1.18M +$99.7K +4,534 +9%
LHC
117
Little House Capital
Massachusetts
$1.15M -$264 -12 -0%
CWM
118
Centricity Wealth Management
Ohio
$1.14M +$133K +6,035 +13%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M -$117K -5,345 -10%
RW
120
REDW Wealth
New Mexico
$1.08M
NC
121
NovaPoint Capital
Georgia
$1.06M -$13.6K -620 -1%
Osaic Holdings
122
Osaic Holdings
Arizona
$1.02M -$655K -30,497 -39%
ST
123
Spinnaker Trust
Maine
$996K +$109K +4,972 +12%
BONH
124
Bank of New Hampshire
New Hampshire
$972K +$101K +4,585 +12%
FNB
125
Farmers National Bank
Kentucky
$962K +$1.19K +54 +0.1%