IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF

243 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+25
Holders Change %
+11.47%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
38
Increased
131
Reduced
45
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
YWM
176
Yoder Wealth Management
California
$317K
JBA
177
Johnson Bixby & Associates
Washington
$310K +$4.62K +210 +2%
Creative Planning
178
Creative Planning
Kansas
$299K -$231K -10,495 -44%
Neuberger Berman Group
179
Neuberger Berman Group
New York
$298K -$1.39M -63,270 -82%
SCG
180
Sonata Capital Group
Washington
$290K +$290K +13,200 New
RFN
181
Redwood Financial Network
Ohio
$289K +$16.9K +767 +6%
ACM
182
Advance Capital Management
Michigan
$287K +$53.1K +2,414 +23%
LIM
183
Leavell Investment Management
Alabama
$286K +$286K +12,995 New
PJSIMP
184
P.J. Schmidt Investment Management (PJS)
Wisconsin
$282K
SPWM
185
Straight Path Wealth Management
Michigan
$276K
AF
186
Allworth Financial
California
$267K +$172K +7,811 +180%
HC
187
Hurley Capital
New York
$266K +$1.03K +47 +0.4%
KNW
188
Kesler Norman & Wride
Utah
$266K
Koshinski Asset Management
189
Koshinski Asset Management
Illinois
$264K +$264K +12,009 New
RSWA
190
Robinson Smith Wealth Advisors
Maine
$259K +$1.08K +49 +0.4%
GWCM
191
Godshalk Welsh Capital Management
Pennsylvania
$258K +$258K +11,750 New
OFA
192
Oak Family Advisors
Illinois
$251K -$194K -8,824 -44%
AA
193
Addison Advisors
Vermont
$247K +$55.7K +2,535 +29%
AAS
194
Avantax Advisory Services
Texas
$246K +$2.29K +104 +0.9%
MOS
195
MGO One Seven
Ohio
$243K +$33.9K +1,540 +16%
DAS
196
Diversify Advisory Services
Utah
$227K +$227K +10,333 New
APW
197
Austin Private Wealth
Texas
$225K +$225K +10,241 New
BCV
198
Banque Cantonale Vaudoise
Switzerland
$225K
AWA
199
Arkadios Wealth Advisors
Georgia
$219K +$219K +9,979 New
SWP
200
Summit Wealth Partners
Florida
$215K