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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
WA
126
Wealthstar Advisors
Texas
$1.81M -$206K -9,326 -10%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M -$17.7K -800 -1%
CPIA
128
Cornell Pochily Investment Advisors
New York
$1.8M +$603K +27,265 +50%
BFG
129
Beacon Financial Group
Texas
$1.75M +$166K +7,524 +10%
BI
130
Breachway Investments
Rhode Island
$1.74M +$1.74M +78,785 New
CCM
131
Coldstream Capital Management
Washington
$1.7M +$33K +1,494 +2%
CBT
132
Crews Bank & Trust
Florida
$1.69M +$569K +25,745 +51%
ST
133
Spinnaker Trust
Maine
$1.68M +$345K +15,586 +26%
CWM
134
Cabot Wealth Management
Massachusetts
$1.67M +$103K +4,674 +7%
QC
135
Quadrature Capital
United Kingdom
$1.63M +$1.41M +63,558 +623%
CTWM
136
Cherry Tree Wealth Management
Minnesota
$1.61M +$84.2K +3,806 +6%
DWM
137
Drive Wealth Management
Utah
$1.55M -$145K -6,544 -9%
BAM
138
Beaumont Asset Management
Texas
$1.55M +$334K +15,086 +27%
CTA
139
Chesley Taft & Associates
Illinois
$1.5M +$81.8K +3,700 +6%
OFS
140
Oldfather Financial Services
Nebraska
$1.46M +$1.07M +48,170 +270%
PSIWM
141
Paradigm Strategies in Wealth Management
Minnesota
$1.45M -$185K -8,357 -11%
MFG
142
Merit Financial Group
Georgia
$1.42M +$339K +15,339 +31%
PAG
143
Private Advisor Group
New Jersey
$1.36M +$460K +20,786 +51%
GWCM
144
Godshalk Welsh Capital Management
Pennsylvania
$1.36M +$520K +23,500 +62%
FCH
145
Freestone Capital Holdings
Washington
$1.33M +$214K +9,697 +19%
NC
146
NovaPoint Capital
Georgia
$1.3M +$161K +7,271 +14%
MMA
147
Miracle Mile Advisors
California
$1.3M +$159K +7,178 +14%
SCG
148
Sonata Capital Group
Washington
$1.23M +$477K +21,575 +63%
ACS
149
Archford Capital Strategies
Illinois
$1.21M -$11.2K -505 -0.9%
OC
150
Oppenheimer & Co
New York
$1.19M -$15K -680 -1%