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iShares iBonds Dec 2030 Term Corporate ETF

218 hedge funds and large institutions have $1.35B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 134 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+6
Holders Change %
+2.83%
% of All Funds
2.96%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
27
Increased
134
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$106M +$11.8M +542,235 +12%
Bank of America
2
Bank of America
North Carolina
$98.6M +$14.6M +670,616 +17%
CIA
3
Capital Investment Advisors
Georgia
$68.4M +$5.63M +259,437 +9%
CAI
4
Capital Advisors Inc
Oklahoma
$58.1M +$4.29M +197,588 +8%
Raymond James Financial
5
Raymond James Financial
Florida
$57M -$844K -38,880 -1%
Wells Fargo
6
Wells Fargo
California
$52.2M +$5.29M +243,432 +11%
Morgan Stanley
7
Morgan Stanley
New York
$51.6M +$4.3M +197,791 +9%
Ameriprise
8
Ameriprise
Minnesota
$43.3M -$31M -1,428,823 -42%
HighTower Advisors
9
HighTower Advisors
Illinois
$41.8M +$1.51M +69,598 +4%
Stifel Financial
10
Stifel Financial
Missouri
$40.5M +$38.8M +1,785,296 +2,214%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$40.4M +$1.98M +91,233 +5%
SIC
12
Sigma Investment Counselors
Michigan
$33.1M +$1.4M +64,650 +4%
KA
13
Klingman & Associates
New York
$28.5M +$3.12M +143,607 +12%
BEI
14
Benjamin Edwards Inc
Missouri
$28M +$23.1M +1,062,946 +470%
UBS Group
15
UBS Group
Switzerland
$26.2M +$4.64M +213,537 +21%
US Bancorp
16
US Bancorp
Minnesota
$25.2M -$325K -14,974 -1%
AWM
17
Apollon Wealth Management
South Carolina
$22.4M -$133K -6,107 -0.6%
VVP
18
Venture Visionary Partners
Ohio
$21M +$1.12M +51,343 +6%
ACM
19
Advisors Capital Management
New Jersey
$17.1M +$1.03M +47,530 +6%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$16.5M +$1.52M +70,059 +10%
NA
21
NewEdge Advisors
Louisiana
$16.2M +$2.52M +116,011 +18%
MCM
22
MV Capital Management
Maryland
$15.9M +$1.28M +58,834 +9%
AF
23
Arrow Financial
New York
$14.4M -$65.6K -3,020 -0.5%
BMM
24
Buffington Mohr McNeal
Idaho
$13.8M +$198K +9,100 +1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$13.4M +$2.05M +94,259 +18%