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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
HIA
176
Harbor Investment Advisory
Maryland
$764K +$484K +21,877 +172%
SFB
177
STAR Financial Bank
Indiana
$756K -$13.6K -617 -2%
RWP
178
Reliant Wealth Planning
Kentucky
$736K +$372K +16,809 +102%
BCM
179
Brookstone Capital Management
Illinois
$729K +$730K +33,024 New
FIB
180
First Interstate Bank
Montana
$723K
GCG
181
Gilbert Capital Group
Maine
$714K +$197K +8,926 +38%
NDSI
182
Newman Dignan & Sheerar Inc
Rhode Island
$706K +$75.9K +3,434 +12%
DWM
183
DecisionMap Wealth Management
Virginia
$691K +$94.4K +4,271 +16%
Focus Partners Wealth
184
Focus Partners Wealth
Massachusetts
$674K
GCA
185
Gradient Capital Advisors
California
$662K +$12.5K +564 +2%
FWMM
186
Foundation Wealth Management (Missouri)
Missouri
$645K +$156K +7,047 +32%
SWA
187
Sightline Wealth Advisors
Connecticut
$625K +$37.8K +1,711 +6%
1L
188
10Elms LLP
Oklahoma
$610K +$37.6K +1,700 +7%
DP
189
Dearborn Partners
Illinois
$609K +$610K +27,594 New
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$608K +$147K +6,650 +32%
SG
191
StoneX Group
New York
$601K +$220K +9,960 +58%
HA
192
Hyposwiss Advisors
$583K +$584K +26,425 New
RBC
193
Roble Belko & Company
Pennsylvania
$583K
GS
194
GTS Securities
New York
$577K +$578K +26,131 New
DWT
195
Dorsey & Whitney Trust
South Dakota
$574K
T
196
Tableaux
Massachusetts
$555K +$557K +25,176 New
Truist Financial
197
Truist Financial
North Carolina
$550K +$36.9K +1,668 +7%
Creative Planning
198
Creative Planning
Kansas
$544K +$273K +12,354 +100%
SFO
199
Stokes Family Office
Louisiana
$526K
LIM
200
Leavell Investment Management
Alabama
$518K +$146K +6,605 +39%