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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
SWA
151
Sax Wealth Advisors
New Jersey
$1.17M +$14K +631 +1%
FFIC
152
First Fiduciary Investment Counsel
Ohio
$1.14M +$1.14M +51,600 New
WP
153
Walleye Partners
Wisconsin
$1.14M +$1.14M +51,485 New
I
154
InvesTrust
Oklahoma
$1.13M +$833K +37,688 +276%
BONH
155
Bank of New Hampshire
New Hampshire
$1.1M +$112K +5,070 +11%
MIH
156
Meitav Investment House
Israel
$1.09M -$138K -6,242 -11%
LHC
157
Little House Capital
Massachusetts
$1.08M -$106K -4,808 -9%
FNB
158
Farmers National Bank
Kentucky
$1.07M +$40K +1,811 +4%
GC
159
Gilbert & Cook
Iowa
$1.06M +$1.07M +48,214 New
RW
160
REDW Wealth
New Mexico
$1.05M -$17K -768 -2%
HAC
161
Harbor Advisory Corp
New Hampshire
$1.03M +$1.04M +46,886 New
MBT
162
Montecito Bank & Trust
California
$1M +$252K +11,374 +33%
FFA
163
Farther Finance Advisors
California
$984K +$284K +12,841 +40%
IWC
164
Integrated Wealth Concepts
Massachusetts
$938K +$6.15K +278 +0.7%
CL
165
COWA LLC
Oklahoma
$936K +$152K +6,884 +19%
BAM
166
Belpointe Asset Management
Nevada
$909K +$243K +10,982 +36%
JCM
167
Jacobi Capital Management
Pennsylvania
$900K +$92.3K +4,172 +11%
JBC
168
Jefferson Bridge Capital
Tennessee
$886K +$888K +40,150 New
MSWM
169
McGlone Suttner Wealth Management
Wisconsin
$849K +$181K +8,199 +27%
MA
170
MONECO Advisors
Connecticut
$836K +$113K +5,118 +16%
AWAU
171
Alliance Wealth Advisors (Utah)
Utah
$834K +$836K +37,795 New
FFG
172
Foundry Financial Group
New Hampshire
$831K +$832K +37,643 New
BSAM
173
Blue Square Asset Management
New York
$819K -$10.3K -465 -1%
CA
174
CGN Advisors
Kansas
$812K -$56.2K -2,543 -6%
BSSFA
175
Baron Silver Stevens Financial Advisors
Florida
$767K +$8.98K +406 +1%