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iShares iBonds 2030 Term High Yield and Income ETF

48 hedge funds and large institutions have $58.3M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

646% more call options, than puts

Call options by funds: $7.65M | Put options by funds: $1.02M

200% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 7

26% more funds holding

Funds holding: 3848 (+10)

22% more capital invested

Capital invested by funds: $47.9M → $58.3M (+$10.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.06% less ownership

Funds ownership: 49.34%47.28% (-2.1%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
21
Reduced
7
Closed
1
Calls
$7.65M
Puts
$1.02M
Net Calls
+$6.63M
Net Calls Change
+$4.56M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$289K +$166K +6,254 +131%
Wells Fargo
27
Wells Fargo
California
$276K +$279K +10,532 New
TF
28
Threadgill Financial
Texas
$252K +$255K +9,621 New
EIP
29
Ellis Investment Partners
Pennsylvania
$248K +$28.6K +1,079 +13%
T
30
Tableaux
Massachusetts
$245K +$248K +9,337 New
SWP
31
Stratos Wealth Partners
Ohio
$207K +$209K +7,877 New
Osaic Holdings
32
Osaic Holdings
Arizona
$169K +$103K +3,899 +153%
PA
33
Parallel Advisors
California
$88.5K +$89.5K +3,376 New
CB
34
CNB Bank
Pennsylvania
$82.6K -$398 -15 -0.5%
OCM
35
Orion Capital Management
California
$78.7K
BC
36
Barrett & Company
Rhode Island
$71.8K
GSEP
37
Golden State Equity Partners
California
$68.2K +$68.9K +2,600 New
HNW
38
High Note Wealth
Minnesota
$49.2K +$24.8K +937 +100%
BTI
39
Blue Trust Inc
Georgia
$19.5K +$212 +8 +1%
HBW
40
Hazlett, Burt & Watson
West Virginia
$18K +$212 +8 +1%
BWL
41
Bogart Wealth LLC
Virginia
$14.8K
NA
42
NewEdge Advisors
Louisiana
$10.1K
HPC
43
HM Payson & Co
Maine
$9.88K
CTWM
44
Cherry Tree Wealth Management
Minnesota
$8.55K
AWM
45
AE Wealth Management
Kansas
$3.15K
HI
46
Harbour Investments
Wisconsin
$1.57K
GI
47
GAMMA Investing
California
$656 +$663 +25 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$232 +$239 +9 New
UBS Group
49
UBS Group
Switzerland
-$1.28M -48,095 Closed