We are live on ! Find out more
IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF

335 hedge funds and large institutions have $2.33B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 213 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

373% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 45

193% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 14

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$213M)

7% more funds holding

Funds holding: 314335 (+21)

1.18% less ownership

Funds ownership: 78.85%77.67% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
335
Holders Change
+21
Holders Change %
+6.69%
% of All Funds
4.13%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
41
Increased
213
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
176
Regions Financial Corp
Alabama
$925K +$932K +42,274 New
BAM
177
Belpointe Asset Management
Nevada
$922K +$20K +909 +2%
LHC
178
Little House Capital
Massachusetts
$913K -$154K -7,000 -14%
IWC
179
Integrated Wealth Concepts
Massachusetts
$879K -$52.1K -2,364 -6%
FFG
180
Foundry Financial Group
New Hampshire
$879K +$55.4K +2,512 +7%
GSEP
181
Golden State Equity Partners
California
$864K +$526K +23,850 +153%
GHA
182
Granite Harbor Advisors
Texas
$861K +$623K +28,259 +256%
EH
183
Equitable Holdings
New York
$854K +$367K +16,656 +76%
LIM
184
Leavell Investment Management
Alabama
$852K +$341K +15,465 +66%
RWP
185
Reliant Wealth Planning
Kentucky
$825K +$95.1K +4,311 +13%
DSC
186
Duncker Streett & Co
Missouri
$814K +$820K +37,209 New
Creative Planning
187
Creative Planning
Kansas
$794K +$256K +11,606 +47%
BSAM
188
Blue Square Asset Management
New York
$793K -$19.9K -901 -2%
FIB
189
First Interstate Bank
Montana
$789K +$71.6K +3,247 +10%
NG
190
Novem Group
New York
$787K -$8.62M -390,975 -92%
FWMM
191
Foundation Wealth Management (Missouri)
Missouri
$760K +$121K +5,481 +19%
CSIA
192
Conrad Siegel Investment Advisors
Pennsylvania
$731K +$496K +22,513 +206%
GCG
193
Gilbert Capital Group
Maine
$723K +$15.5K +704 +2%
BCM
194
Brookstone Capital Management
Illinois
$714K -$9.26K -420 -1%
AWM
195
Aprio Wealth Management
Georgia
$712K +$717K +32,516 New
BSSFA
196
Baron Silver Stevens Financial Advisors
Florida
$711K -$50.6K -2,293 -7%
DWM
197
DecisionMap Wealth Management
Virginia
$710K +$25.5K +1,157 +4%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$688K +$339K +15,364 +96%
Focus Partners Wealth
199
Focus Partners Wealth
Massachusetts
$687K +$19.3K +873 +3%
T
200
Tableaux
Massachusetts
$679K +$129K +5,855 +23%