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iShares iBonds 2030 Term High Yield and Income ETF

22 hedge funds and large institutions have $25.7M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 2 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
13
Reduced
1
Closed
2
Calls
$369K
Puts
$84K
Net Calls
+$285K
Net Calls Change
+$340K
Name Market Value Shares Shares
Change
Shares
Change %
LIA
1
LBMC Investment Advisors
Tennessee
$7.38M 277,111 +39,497 +17%
MSRI
2
Michael S. Ryan Inc
New York
$5.05M 189,489 +7,058 +4%
KTM
3
Keeler Thomas Management
Utah
$2.36M 88,732 +11,913 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.44M 53,967 -2,206 -4%
SPWM
5
Straight Path Wealth Management
Michigan
$1.37M 51,509 +8,213 +19%
Morgan Stanley
6
Morgan Stanley
New York
$1.28M 47,911
WI
7
WrapManager Inc
California
$1.16M 43,680 +791 +2%
Bank of America
8
Bank of America
North Carolina
$1.16M 43,393 +5,979 +16%
Jane Street
9
Jane Street
New York
$1.11M 41,580 +1,108 +3%
IWC
10
Integrated Wealth Concepts
Massachusetts
$927K 34,803 +5,547 +19%
BlackRock
11
BlackRock
New York
$801K 30,055 +30,055 New
LPL Financial
12
LPL Financial
California
$434K 16,305 +2,959 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$403K 15,142 +2,520 +20%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$353K 13,258 +13,258 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$142K 5,324
Osaic Holdings
16
Osaic Holdings
Arizona
$79.6K 3,058 +1,861 +155%
IA
17
IFP Advisors
Florida
$70.9K 2,662
GRP
18
Global Retirement Partners
California
$53.3K 2,000 +2,000 New
BC
19
Barrett & Company
Rhode Island
$46.4K 1,740 +1,740 New
BTI
20
Blue Trust Inc
Georgia
$18.8K 707 +12 +2%
HI
21
Harbour Investments
Wisconsin
$12.9K 484 +11 +2%
CTWM
22
Cherry Tree Wealth Management
Minnesota
$8.69K 326
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
-1,000 Closed
UBS Group
24
UBS Group
Switzerland
-67 Closed
Simplex Trading
25
Simplex Trading
Illinois