IBDV icon

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
+6
Holders Change %
+2.83%
% of All Funds
2.96%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
27
Increased
134
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
151
Belpointe Asset Management
Nevada
$440K +$440K +20,275 New
OFA
152
Oak Family Advisors
Illinois
$439K -$2.55M -117,376 -85%
CSP
153
Cary Street Partners
Virginia
$421K +$88.1K +4,058 +27%
DWM
154
DecisionMap Wealth Management
Virginia
$398K +$125K +5,741 +46%
CL
155
COWA LLC
Oklahoma
$376K +$376K +17,305 New
RWM
156
Ritholtz Wealth Management
New York
$364K
FWMM
157
Foundation Wealth Management (Missouri)
Missouri
$353K +$20.1K +927 +6%
ASN
158
Advisory Services Network
Georgia
$344K +$344K +15,839 New
1L
159
10Elms LLP
Oklahoma
$343K +$244K +11,250 +247%
SWA
160
Sax Wealth Advisors
New Jersey
$334K +$334K +15,386 New
PP
161
Prosperity Planning
Missouri
$330K -$324K
4WM
162
4J Wealth Management
Virginia
$327K
SG
163
StoneX Group
New York
$318K +$318K +14,630 New
YWM
164
Yoder Wealth Management
California
$313K +$76K +3,500 +32%
SWA
165
Sightline Wealth Advisors
Connecticut
$303K +$303K +13,933 New
JBA
166
Johnson Bixby & Associates
Washington
$301K +$2.3K +106 +0.8%
PJSIMP
167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$278K +$48.8K +2,249 +21%
SPWM
168
Straight Path Wealth Management
Michigan
$273K
RFN
169
Redwood Financial Network
Ohio
$269K +$36.2K +1,668 +16%
Truist Financial
170
Truist Financial
North Carolina
$265K -$30.4K -1,401 -10%
KNW
171
Kesler Norman & Wride
Utah
$263K
HC
172
Hurley Capital
New York
$262K
RSWA
173
Robinson Smith Wealth Advisors
Maine
$255K +$255K +11,728 New
SC
174
Scotia Capital
Ontario, Canada
$245K
AAS
175
Avantax Advisory Services
Texas
$241K -$65 -3 -0%