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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
XF
201
XML Financial
Maryland
$517K +$248K +11,208 +92%
KPWS
202
Kestra Private Wealth Services
Texas
$514K +$111K +5,020 +28%
GVAG
203
Great Valley Advisor Group
Delaware
$508K +$510K +23,041 New
RFN
204
Redwood Financial Network
Ohio
$506K +$77.3K +3,496 +18%
GDP
205
Great Diamond Partners
Maine
$502K +$503K +22,728 New
Neuberger Berman Group
206
Neuberger Berman Group
New York
$493K +$57.1K +2,580 +13%
MML Investors Services
207
MML Investors Services
Massachusetts
$487K +$118K +5,342 +32%
EH
208
Equitable Holdings
New York
$486K +$487K +22,028 New
CCM
209
CFO Capital Management
Connecticut
$473K +$474K +21,430 New
ASN
210
Advisory Services Network
Georgia
$472K +$26.4K +1,194 +6%
EIP
211
Ellis Investment Partners
Pennsylvania
$454K +$455K +20,593 New
TFS
212
Thoroughbred Financial Services
Tennessee
$453K -$110K -4,965 -19%
PP
213
Prosperity Planning
Missouri
$453K
CSP
214
Cary Street Partners
Virginia
$448K -$14.9K -675 -3%
MA
215
Mutual Advisors
Nebraska
$435K
CT
216
Clearstead Trust
Maine
$432K +$433K +19,563 New
SQA
217
Simon Quick Advisors
New Jersey
$418K +$51K +2,308 +14%
NGA
218
Naples Global Advisors
Florida
$411K +$128K +5,775 +45%
FCM
219
Fortis Capital Management
Washington
$402K -$25K -1,129 -6%
ACM
220
Advance Capital Management
Michigan
$394K +$104K +4,684 +36%
AT
221
American Trust
Kentucky
$382K +$13.4K +607 +4%
OFA
222
Oak Family Advisors
Illinois
$380K +$161K +7,294 +74%
CA
223
Clearstead Advisors
Ohio
$377K +$26.8K +1,210 +8%
GFP
224
Gryphon Financial Partners
Ohio
$374K -$82.8K -3,746 -18%
YWM
225
Yoder Wealth Management
California
$373K +$55.3K +2,500 +17%