IBHJ icon

iShares iBonds 2030 Term High Yield and Income ETF

20 hedge funds and large institutions have $21.7M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
13
Reduced
2
Closed
2
Calls
$6K
Puts
$61K
Net Calls
-$55K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
1
LBMC Investment Advisors
Tennessee
$6.2M +$3.58M +137,357 +137%
MSRI
2
Michael S. Ryan Inc
New York
$4.76M +$463K +17,750 +11%
KTM
3
Keeler Thomas Management
Utah
$2M +$2M +76,819 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.47M +$78.3K +3,000 +6%
Morgan Stanley
5
Morgan Stanley
New York
$1.25M
SPWM
6
Straight Path Wealth Management
Michigan
$1.13M +$125K +4,776 +12%
WI
7
WrapManager Inc
California
$1.12M +$42K +1,608 +4%
Jane Street
8
Jane Street
New York
$1.06M +$290K +11,096 +38%
Bank of America
9
Bank of America
North Carolina
$976K +$767K +29,391 +366%
IWC
10
Integrated Wealth Concepts
Massachusetts
$763K +$105K +4,022 +16%
LPL Financial
11
LPL Financial
California
$348K +$51.5K +1,974 +17%
Raymond James Financial
12
Raymond James Financial
Florida
$329K +$6.97K +267 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$139K +$8.02K +307 +6%
IA
14
IFP Advisors
Florida
$69.5K +$41.7K +1,597 +150%
Osaic Holdings
15
Osaic Holdings
Arizona
$31.2K -$48.6K -1,861 -61%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$26.1K +$26.1K +1,000 New
BTI
17
Blue Trust Inc
Georgia
$18.1K +$209 +8 +1%
HI
18
Harbour Investments
Wisconsin
$12.3K
CTWM
19
Cherry Tree Wealth Management
Minnesota
$8.51K
UBS Group
20
UBS Group
Switzerland
$1.75K -$1.49K -57 -46%
FTUS
21
Flow Traders U.S.
New York
-$269K -10,319 Closed
VHAM
22
Van Hulzen Asset Management
California
-$23.5K -902 Closed