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iShares iBonds Dec 2030 Term Corporate ETF

268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 34

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $1.47B → $1.6B (+$139M)

9% more funds holding

Funds holding: 246268 (+22)

1.67% less ownership

Funds ownership: 77.46%75.79% (-1.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
268
Holders Change
+22
Holders Change %
+8.94%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
34
Increased
159
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$1.81M +$110K +4,994 +7%
GMFG
102
Greater Midwest Financial Group
Minnesota
$1.77M -$44.1K -2,003 -2%
HFRG
103
Houlihan Financial Resource Group
Virginia
$1.75M -$1.27M -57,891 -42%
DWM
104
Drive Wealth Management
Utah
$1.7M -$9.44K -429 -0.6%
VA
105
Valmark Advisers
Ohio
$1.69M -$154K -7,014 -8%
CCM
106
Coldstream Capital Management
Washington
$1.67M
LFASL
107
Lugano Financial Advisors SA (LFA)
Switzerland
$1.66M +$300K +13,650 +22%
PSIWM
108
Paradigm Strategies in Wealth Management
Minnesota
$1.64M +$52.9K +2,405 +3%
HPC
109
HM Payson & Co
Maine
$1.61M +$1.6M +72,713 New
BFG
110
Beacon Financial Group
Texas
$1.59M +$326K +14,808 +26%
RCA
111
Resonant Capital Advisors
Wisconsin
$1.58M +$912K +41,417 +139%
CWM
112
Cabot Wealth Management
Massachusetts
$1.58M +$68.1K +3,092 +5%
CTWM
113
Cherry Tree Wealth Management
Minnesota
$1.53M +$6.41K +291 +0.4%
Osaic Holdings
114
Osaic Holdings
Arizona
$1.44M +$314K +14,272 +28%
CTA
115
Chesley Taft & Associates
Illinois
$1.42M +$33K +1,500 +2%
ST
116
Spinnaker Trust
Maine
$1.34M +$335K +15,201 +34%
MIH
117
Meitav Investment House
Israel
$1.23M -$153K -6,964 -11%
ACS
118
Archford Capital Strategies
Illinois
$1.23M +$17.4K +789 +1%
BAM
119
Beaumont Asset Management
Texas
$1.22M +$29.9K +1,358 +3%
OC
120
Oppenheimer & Co
New York
$1.2M -$63.5K -2,886 -5%
CPIA
121
Cornell Pochily Investment Advisors
New York
$1.2M +$1.19M +54,117 New
LHC
122
Little House Capital
Massachusetts
$1.19M +$24.1K +1,093 +2%
SWA
123
Sax Wealth Advisors
New Jersey
$1.16M +$825K +37,496 +253%
NC
124
NovaPoint Capital
Georgia
$1.15M +$77.2K +3,509 +7%
MMA
125
Miracle Mile Advisors
California
$1.15M +$1.14M +51,732 New