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iShares iBonds Dec 2030 Term Corporate ETF

268 hedge funds and large institutions have $1.6B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 159 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 34

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

9% more capital invested

Capital invested by funds: $1.47B → $1.6B (+$139M)

9% more funds holding

Funds holding: 246268 (+22)

1.67% less ownership

Funds ownership: 77.46%75.79% (-1.7%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
268
Holders Change
+22
Holders Change %
+8.94%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
34
Increased
159
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$722K +$330K +14,979 +85%
FFA
152
Farther Finance Advisors
California
$703K +$614K +27,899 +728%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$676K
MSWM
154
McGlone Suttner Wealth Management
Wisconsin
$670K +$45.3K +2,056 +7%
BAM
155
Belpointe Asset Management
Nevada
$669K -$123K -5,601 -16%
GCA
156
Gradient Capital Advisors
California
$652K
NDSI
157
Newman Dignan & Sheerar Inc
Rhode Island
$632K +$105K +4,792 +20%
SFS
158
Sowell Financial Services
Arkansas
$607K +$159K +7,220 +36%
DWM
159
DecisionMap Wealth Management
Virginia
$598K +$45K +2,045 +8%
SWA
160
Sightline Wealth Advisors
Connecticut
$589K +$72.7K +3,305 +14%
RBC
161
Roble Belko & Company
Pennsylvania
$585K +$79.2K +3,599 +16%
DWT
162
Dorsey & Whitney Trust
South Dakota
$576K
1L
163
10Elms LLP
Oklahoma
$575K +$130K +5,890 +29%
TFS
164
Thoroughbred Financial Services
Tennessee
$565K -$19.7K -893 -3%
SFO
165
Stokes Family Office
Louisiana
$528K
GCG
166
Gilbert Capital Group
Maine
$518K +$115K +5,211 +29%
Truist Financial
167
Truist Financial
North Carolina
$515K +$6.65K +302 +1%
AF
168
Allworth Financial
California
$515K +$245K +11,123 +92%
SA
169
Sanctuary Advisors
Indiana
$495K +$492K +22,333 New
FWMM
170
Foundation Wealth Management (Missouri)
Missouri
$491K +$74.7K +3,393 +18%
PWA
171
Provenance Wealth Advisors
Florida
$470K
CSP
172
Cary Street Partners
Virginia
$464K +$34.9K +1,587 +8%
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$463K +$370K +16,800 +409%
GFP
174
Gryphon Financial Partners
Ohio
$458K +$21.3K +967 +5%
FWIA
175
Fort Washington Investment Advisors
Ohio
$452K +$450K +20,427 New