We are live on ! Find out more
IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF

314 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 194 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 34

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $1.6B → $2.12B (+$514M)

17% more funds holding

Funds holding: 268314 (+46)

3.06% more ownership

Funds ownership: 75.79%78.85% (+3.1%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.16%
New
59
Increased
194
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
101
Penobscot Investment Management
Massachusetts
$2.88M +$878K +39,707 +44%
JWCA
102
J.W. Cole Advisors
Florida
$2.86M -$9.33K -422 -0.3%
LF
103
LifePlan Financial
Minnesota
$2.7M +$64.1K +2,900 +2%
Jones Financial Companies
104
Jones Financial Companies
Missouri
$2.67M +$775K +35,026 +41%
UCFA
105
United Capital Financial Advisors
Texas
$2.61M +$808K +36,535 +45%
TCRG
106
Twin Cities Retirement Group
Minnesota
$2.55M +$2.55M +115,479 New
GRP
107
Global Retirement Partners
California
$2.51M +$130K +5,875 +5%
ACM
108
Arcataur Capital Management
Wisconsin
$2.48M -$12.8K -577 -0.5%
LWL
109
Leo Wealth LLC
Texas
$2.46M +$25.7K +1,164 +1%
BFIM
110
Beese Fulmer Investment Management
Ohio
$2.42M +$1.44M +65,126 +146%
IW
111
Instrumental Wealth
Florida
$2.39M +$235K +10,607 +11%
VA
112
Valmark Advisers
Ohio
$2.32M +$631K +28,542 +37%
SWP
113
Stratos Wealth Partners
Ohio
$2.3M +$1.59M +71,737 +220%
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.23M +$220K +9,950 +11%
ABC
115
Associated Banc-Corp
Wisconsin
$2.18M +$176K +7,941 +9%
FFP
116
FourThought Financial Partners
Florida
$2.07M +$985K +44,561 +90%
GMFG
117
Greater Midwest Financial Group
Minnesota
$2.06M +$298K +13,461 +17%
GAM
118
Gotham Asset Management
New York
$2.01M +$1.15M +52,189 +134%
MWM
119
Meridian Wealth Management
Kentucky
$2.01M +$109K +4,940 +6%
EWS
120
Evergreen Wealth Solutions
Pennsylvania
$1.96M +$5.59K +253 +0.3%
LFASL
121
Lugano Financial Advisors SA (LFA)
Switzerland
$1.94M +$277K +12,539 +17%
WI
122
WrapManager Inc
California
$1.94M -$445K -20,107 -19%
SWM
123
Segment Wealth Management
Texas
$1.92M +$21.7K +980 +1%
SFS
124
Sowell Financial Services
Arkansas
$1.84M +$1.24M +56,006 +204%
RCA
125
Resonant Capital Advisors
Wisconsin
$1.81M +$236K +10,676 +15%