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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
Bank of America
1
Bank of America
North Carolina
$199M +$20.5M +927,523 +11%
ACA
2
Aptus Capital Advisors
Alabama
$132M +$2.39M +108,447 +2%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$118M -$18M -815,364 -13%
Morgan Stanley
4
Morgan Stanley
New York
$104M +$25.7M +1,165,700 +33%
Raymond James Financial
5
Raymond James Financial
Florida
$94.2M +$16.7M +755,466 +21%
CIA
6
Capital Investment Advisors
Georgia
$89.2M +$3.53M +160,102 +4%
CAI
7
Capital Advisors Inc
Oklahoma
$70.4M +$4.15M +188,340 +6%
Wells Fargo
8
Wells Fargo
California
$64.1M -$2.28M -103,268 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$55M +$3.74M +169,622 +7%
HPC
10
HM Payson & Co
Maine
$53.7M +$17.7M +801,498 +48%
HighTower Advisors
11
HighTower Advisors
Illinois
$51.6M +$1.42M +64,433 +3%
UBS Group
12
UBS Group
Switzerland
$46.3M +$5.38M +244,081 +13%
Lido Advisors
13
Lido Advisors
California
$43.3M +$37.4M +1,694,837 +594%
SVWAG
14
Sound View Wealth Advisors Group
Georgia
$38.2M +$5.9M +267,629 +18%
KA
15
Klingman & Associates
New York
$36.1M +$1.78M +80,610 +5%
SIC
16
Sigma Investment Counselors
Michigan
$36M +$429K +19,465 +1%
SF
17
Summit Financial
New Jersey
$35.2M +$773K +35,076 +2%
GWA
18
Gratus Wealth Advisors
Virginia
$35M +$2.58M +116,823 +8%
KCM
19
Kathmere Capital Management
Pennsylvania
$32.9M +$2.75M +124,838 +9%
RW
20
RVW Wealth
California
$26.4M +$2.05M +92,958 +8%
VVP
21
Venture Visionary Partners
Ohio
$25.6M +$13.2M +600,041 +106%
US Bancorp
22
US Bancorp
Minnesota
$25.5M +$1.02M +46,313 +4%
NA
23
NewEdge Advisors
Louisiana
$25.1M +$309K +13,996 +1%
WIC
24
Woodmont Investment Counsel
Tennessee
$23.3M +$2.44M +110,458 +12%
Stifel Financial
25
Stifel Financial
Missouri
$23.2M +$2.27M +102,804 +11%