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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
NDSI
201
Newman Dignan & Sheerar Inc
Rhode Island
$675K -$25K -1,135 -4%
GCA
202
Gradient Capital Advisors
California
$657K
GDP
203
Great Diamond Partners
Maine
$657K +$160K +7,267 +32%
SWA
204
Sightline Wealth Advisors
Connecticut
$645K +$25.6K +1,161 +4%
DP
205
Dearborn Partners
Illinois
$624K +$19.9K +902 +3%
RFN
206
Redwood Financial Network
Ohio
$616K +$115K +5,238 +23%
VHAM
207
Van Hulzen Asset Management
California
$577K +$330K +14,960 +131%
XF
208
XML Financial
Maryland
$573K +$60.3K +2,736 +12%
DWT
209
Dorsey & Whitney Trust
South Dakota
$569K
HBT
210
Hills Bank & Trust
Iowa
$567K +$571K +25,900 New
KPWS
211
Kestra Private Wealth Services
Texas
$566K +$57.5K +2,606 +11%
TC
212
TFR Capital
Texas
$560K +$564K +25,574 New
AWAU
213
Alliance Wealth Advisors (Utah)
Utah
$557K -$272K -12,330 -33%
HA
214
Hyposwiss Advisors
$556K -$22.6K -1,025 -4%
GVAG
215
Great Valley Advisor Group
Delaware
$536K +$32.2K +1,462 +6%
CA
216
CGN Advisors
Kansas
$530K -$278K -12,590 -34%
CCM
217
CFO Capital Management
Connecticut
$526K +$59.1K +2,682 +13%
SFO
218
Stokes Family Office
Louisiana
$522K
SL
219
Summitry LLC
California
$513K +$517K +23,450 New
EIP
220
Ellis Investment Partners
Pennsylvania
$511K +$61K +2,766 +13%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$478K +$162K +7,337 +51%
AWA
222
Arkadios Wealth Advisors
Georgia
$472K +$200K +9,049 +72%
Neuberger Berman Group
223
Neuberger Berman Group
New York
$461K -$27.6K -1,250 -6%
ML
224
MLP3 LLC
New Jersey
$456K +$250K +11,323 +119%
ASN
225
Advisory Services Network
Georgia
$454K -$14.1K -640 -3%