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iShares iBonds Dec 2030 Term Corporate ETF

218 hedge funds and large institutions have $1.35B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 134 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$440K
OFA
152
Oak Family Advisors
Illinois
$439K
CSP
153
Cary Street Partners
Virginia
$421K
DWM
154
DecisionMap Wealth Management
Virginia
$398K
CL
155
COWA LLC
Oklahoma
$376K
RWM
156
Ritholtz Wealth Management
New York
$364K
FWMM
157
Foundation Wealth Management (Missouri)
Missouri
$353K
ASN
158
Advisory Services Network
Georgia
$344K
1L
159
10Elms LLP
Oklahoma
$343K
SWA
160
Sax Wealth Advisors
New Jersey
$334K
PP
161
Prosperity Planning
Missouri
$330K
4WM
162
4J Wealth Management
Virginia
$327K
SG
163
StoneX Group
New York
$318K
YWM
164
Yoder Wealth Management
California
$313K
SWA
165
Sightline Wealth Advisors
Connecticut
$303K
JBA
166
Johnson Bixby & Associates
Washington
$301K
PJSIMP
167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K
SPWM
168
Straight Path Wealth Management
Michigan
$273K
RFN
169
Redwood Financial Network
Ohio
$269K
Truist Financial
170
Truist Financial
North Carolina
$265K
KNW
171
Kesler Norman & Wride
Utah
$263K
HC
172
Hurley Capital
New York
$262K
RSWA
173
Robinson Smith Wealth Advisors
Maine
$255K
SC
174
Scotia Capital
Ontario, Canada
$245K
AAS
175
Avantax Advisory Services
Texas
$241K