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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
NL
201
NWAM LLC
Washington
$284K +$2.29K +104 +0.8%
RSWA
202
Robinson Smith Wealth Advisors
Maine
$283K +$22.4K +1,016 +9%
HIA
203
Harbor Investment Advisory
Maryland
$282K +$107K +4,842 +61%
SPWM
204
Straight Path Wealth Management
Michigan
$278K
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$277K +$10.7K +485 +4%
Creative Planning
206
Creative Planning
Kansas
$273K -$28.6K -1,301 -10%
XF
207
XML Financial
Maryland
$271K +$269K +12,238 New
HC
208
Hurley Capital
New York
$271K +$3.08K +140 +1%
KNW
209
Kesler Norman & Wride
Utah
$258K
CPIG
210
Chicago Partners Investment Group
Illinois
$250K +$248K +11,256 New
AA
211
Addison Advisors
Vermont
$249K
AWA
212
Arkadios Wealth Advisors
Georgia
$248K +$26.8K +1,216 +12%
AIA
213
Arcadia Investment Advisors
Idaho
$245K +$54.8K +2,491 +29%
FFG
214
Frisch Financial Group
New York
$235K +$234K +10,611 New
APW
215
Austin Private Wealth
Texas
$234K +$6.71K +305 +3%
DAS
216
Diversify Advisory Services
Utah
$232K +$3.87K +176 +2%
QC
217
Quadrature Capital
United Kingdom
$226K +$224K +10,200 New
OFA
218
Oak Family Advisors
Illinois
$219K -$32.9K -1,496 -13%
SWP
219
Summit Wealth Partners
Florida
$217K
MWA
220
Midland Wealth Advisors
Illinois
$215K +$214K +9,702 New
MC
221
Moors & Cabot
Massachusetts
$214K +$212K +9,651 New
AI
222
Atria Investments
North Carolina
$213K +$4.16K +189 +2%
MFWP
223
Mosaic Family Wealth Partners
Missouri
$213K +$212K +9,620 New
SC
224
Scotia Capital
Ontario, Canada
$210K
SPWG
225
Syntegra Private Wealth Group
Missouri
$209K