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iShares iBonds Dec 2030 Term Corporate ETF

335 hedge funds and large institutions have $2.33B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 213 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 45

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$213M)

7% more funds holding

Funds holding: 314335 (+21)

1.18% less ownership

Funds ownership: 78.85%77.67% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
335
Holders Change
+21
Holders Change %
+6.69%
% of All Funds
4.12%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
41
Increased
213
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
126
AssuredPartners Investment Advisors
Florida
$2.23M +$2.26M +102,378 New
SWM
127
Segment Wealth Management
Texas
$2.23M +$330K +14,945 +17%
GWCM
128
Godshalk Welsh Capital Management
Pennsylvania
$2.08M +$739K +33,500 +54%
MWM
129
Meridian Wealth Management
Kentucky
$2.08M +$86.7K +3,931 +4%
LFASL
130
Lugano Financial Advisors SA (LFA)
Switzerland
$2.05M +$148K +6,731 +8%
MFG
131
Merit Financial Group
Georgia
$2.04M +$636K +28,838 +45%
SG
132
Strid Group
Pennsylvania
$2.01M +$2.02M +91,692 New
MMA
133
Miracle Mile Advisors
California
$2M +$716K +32,469 +55%
WI
134
WrapManager Inc
California
$1.96M +$39.9K +1,809 +2%
RCA
135
Resonant Capital Advisors
Wisconsin
$1.94M +$151K +6,858 +8%
1L
136
10Elms LLP
Oklahoma
$1.94M +$1.34M +60,784 +220%
CWM
137
Cabot Wealth Management
Massachusetts
$1.91M +$255K +11,583 +15%
WA
138
Wealthstar Advisors
Texas
$1.84M +$53K +2,404 +3%
CBT
139
Crews Bank & Trust
Florida
$1.76M +$89.4K +4,055 +5%
BFG
140
Beacon Financial Group
Texas
$1.76M +$19.7K +895 +1%
BI
141
Breachway Investments
Rhode Island
$1.74M +$18.7K +850 +1%
CCM
142
Coldstream Capital Management
Washington
$1.7M +$16.2K +736 +1%
CTWM
143
Cherry Tree Wealth Management
Minnesota
$1.63M +$41K +1,860 +3%
SCG
144
Sonata Capital Group
Washington
$1.5M +$283K +12,833 +23%
NA
145
Nestegg Advisors
New York
$1.5M -$3.14M -142,546 -68%
CTA
146
Chesley Taft & Associates
Illinois
$1.49M
PAG
147
Private Advisor Group
New Jersey
$1.49M +$138K +6,279 +10%
OE
148
OFS Enterprise
Nebraska
$1.44M +$1.45M +65,985 New
HAC
149
Harbor Advisory Corp
New Hampshire
$1.38M +$356K +16,163 +34%
MIH
150
Meitav Investment House
Israel
$1.38M +$297K +13,460 +27%