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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
ACA
1
Aptus Capital Advisors
Alabama
$125M +$9.42M +427,926 +8%
Bank of America
2
Bank of America
North Carolina
$123M +$19.1M +867,713 +19%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$85.4M +$23.8M +1,082,191 +39%
CIA
4
Capital Investment Advisors
Georgia
$81.6M +$5.37M +243,785 +7%
CAI
5
Capital Advisors Inc
Oklahoma
$65.2M +$2.87M +130,572 +5%
Morgan Stanley
6
Morgan Stanley
New York
$64.4M +$6.58M +298,795 +11%
Wells Fargo
7
Wells Fargo
California
$63.1M +$6.57M +298,544 +12%
Raymond James Financial
8
Raymond James Financial
Florida
$54.6M +$7.22M +327,865 +15%
HighTower Advisors
9
HighTower Advisors
Illinois
$47.6M +$3.63M +165,038 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$46.1M +$2.58M +117,401 +6%
SIC
11
Sigma Investment Counselors
Michigan
$36.2M +$1.51M +68,604 +4%
SF
12
Summit Financial
New Jersey
$34.4M +$34.2M +1,552,485 New
KA
13
Klingman & Associates
New York
$31.8M +$2.14M +97,021 +7%
UBS Group
14
UBS Group
Switzerland
$31M +$3.91M +177,806 +15%
US Bancorp
15
US Bancorp
Minnesota
$24.4M -$1.58M -71,824 -6%
AWM
16
Apollon Wealth Management
South Carolina
$23.4M +$346K +15,736 +2%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$21.9M +$2.1M +95,190 +11%
NA
18
NewEdge Advisors
Louisiana
$21M +$5.74M +260,892 +38%
ACM
19
Advisors Capital Management
New Jersey
$19.8M +$1.26M +57,352 +7%
VBFG
20
Vishria Bird Financial Group
Tennessee
$19.4M +$19.3M +877,222 New
Stifel Financial
21
Stifel Financial
Missouri
$19.4M +$809K +36,763 +4%
MCM
22
MV Capital Management
Maryland
$17.7M +$1.19M +53,955 +7%
WIC
23
Woodmont Investment Counsel
Tennessee
$17.6M +$16.3M +741,768 +1,380%
HCM
24
Howland Capital Management
Massachusetts
$15.3M +$1.51M +68,813 +11%
AF
25
Arrow Financial
New York
$14.3M -$310K -14,088 -2%